JPMORGAN GLOBAL GROWTH & INCOME: The £2.3bn 'all-天候' 基金 that 捜し出すs out the world's best
投資 信用 JP Morgan 全世界の Growth & Income is in pretty 罰金 形態/調整. Indeed, compared to many competitors, it is in rude health.?
The £2.3 billion 株式市場-名簿(に載せる)/表(にあげる)d 基金 has a rack of solid 業績/成果 numbers behind it ? both short and long 称する,呼ぶ/期間/用語 ? built around a (疑いを)晴らす 戦略 of identifying the best 投資 ideas from around the world.
It also 支払う/賃金s 株主s an income linked to the growth in the 信用's 資産s. In simple 条件, if the 資産s 増加する in value, 株主s see their (株主への)配当s 上げるd.
![](https://i.dailymail.co.uk/1s/2024/02/17/15/81389813-13094787-image-m-62_1708183137808.jpg)
For the 現在の 財政上の year to the end of June, it will 支払う/賃金 年4回の (株主への)配当 支払い(額)s of 4.61p a 株, 8.5 per cent higher than in the previous year (two have already been paid).?
They equate to an 年次の (株主への)配当 of 3.2 per cent with the 株 貿易(する)ing just above £5.30. The 支払い(額)s come from a mix of income from the 大臣の地位 and use of the 信用's income and 資本/首都 reserves.
These factors ? 業績/成果, 投資 clarity and growing income ? have 連合させるd to turn this JP Morgan 旗艦 信用 into something of a must-have 投資.?
As a result, 需要・要求する for its 株 from a combination of 私的な 投資家s and wealth 経営者/支配人s is such that they 貿易(する) just above the value of the 信用's 資産s ? at a いわゆる 賞与金.
This healthy position has 説得するd the 信用's board to 拡大する the 基金 by £40 million through a placing of 株 and a 小売 申し込む/申し出.?
The placing is 推定する/予想するd to be taken up by wealth 経営者/支配人s keen to get (弁護士の)依頼人s on board while the 小売 申し込む/申し出 will attract a mix of 存在するing and new 私的な 投資家s. The 申し込む/申し出 shuts on Tuesday.
'This is an all-天候 大臣の地位 we are running,' says James Cook, one of three 経営者/支配人s keeping watch over the 信用's 大臣の地位.?
'It 配達するs through 経済的な, 財政上の and market cycles. It's not wedded to any particular 投資 主題 or style ? for example, growth or value 投資するing. The 信用's entire 焦点(を合わせる) is on finding the best 投資s from across the globe.'
![](https://i.dailymail.co.uk/1s/2024/02/19/10/81389813-13094787-image-a-1_1708339146871.jpg)
The numbers 支援する what Cook says. Over the past five discrete one-year periods, the 信用 has 配達するd total returns of 17.1 (in the year to February 2024), 5.8, 18.9, 15.9 and 20.3 per cent.?
The triumvirate of 基金 経営者/支配人s is supported by some 80 in-house 分析家s who scour the world in search of companies that could fit into the 基金's all-天候 大臣の地位.?
現在/一般に, they have about 2,500 在庫/株s on their レーダ, but only 52 sit inside the 基金.
The 信用's 大臣の地位 is skewed に向かって the 部隊d 明言する/公表するs with 65 per cent of 資産s in the US and eight of the 最高の,を越す ten holdings 存在 big American companies.?
Although some of the 'magnificent seven' US 在庫/株s are held ? アマゾン, Meta, Microsoft and Nvidia ? it eschews Alphabet, Apple and Tesla because there are better 代案/選択肢s.?
The four it 持つ/拘留するs are まず第一に/本来 liked because they are at the 最前部 of the 現在進行中の 人工的な 知能 (AI) 革命.
Other 在庫/株s that the 経営者/支配人s are keen on 含む Swedish car and トラックで運ぶ 製造業者 Volvo and 半分-conductor 巨大(な)s Taiwan 半導体 製造業の Company and Dutch-based ASML.
Cook says that the 信用's 拡大 will not change the composition of the 大臣の地位 with the cash raised 雇うd across all 52 在庫/株s.?
While Cook says company 利益(をあげる) 利ざやs are likely to come 負かす/撃墜する in the coming months as 需要・要求する in the world economy 減少(する)s, he still thinks there are 適切な時期s for astute 経営者/支配人s to 生成する returns by identifying strong companies standing at attractive valuations.
The 基金's 株式市場 ticker is JGGI and its 身元確認,身分証明 code BYMKY69. 現在進行中の 基金 告発(する),告訴(する)/料金s are 競争の激しい at 0.5 per cent.
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