Measures being taken to tackle inflation appear to be weighing on markets. Reflecting this, JPMorgan Multi-Asset Growth & Income (MATE) has also been affected, with falls in its NAV and share price. However, living up to its objective, these falls have not been as severe as those of global equity markets.
In the current environment, MATE’s policy of growing its dividend at least in line with inflation may be attractive to investors. The managers have repositioned the portfolio to reflect the changed circumstances. They are looking for signs that the worst is priced in and markets are braced to recover, and will look to take advantage of this when the time is right.
13 Sep 2022
JPMorgan Multi-Asset Growth & Income - Navigating a changed landscape
Sign up for free to access
Get access to the latest equity research in real-time from 12 commissioned providers.
Get access to the latest equity research in real-time from 12 commissioned providers.
JPMorgan Multi-Asset Growth & Income - Navigating a changed landscape
- Published:
13 Sep 2022 -
Author:
James Carthew | Matthew Read | Jayna Rana - Pages:
Measures being taken to tackle inflation appear to be weighing on markets. Reflecting this, JPMorgan Multi-Asset Growth & Income (MATE) has also been affected, with falls in its NAV and share price. However, living up to its objective, these falls have not been as severe as those of global equity markets.
In the current environment, MATE’s policy of growing its dividend at least in line with inflation may be attractive to investors. The managers have repositioned the portfolio to reflect the changed circumstances. They are looking for signs that the worst is priced in and markets are braced to recover, and will look to take advantage of this when the time is right.