JPM American (JAM) is one of few trusts focused on North America to have outperformed the benchmark over the short, medium and longer term. As we have discussed in previous research on the sector, we found that only 17% of US managers outperform their benchmark over five years, and within our IA/AIC combined sector, only 25% have outperformed the S&P 500. JAM’s chief aim is to achieve capital growth rather than a higher income, and the managers set their stall clearly as a ‘core’ exposure to Nor ....
31 Oct 2018
JPMorgan American - Overview
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JPMorgan American - Overview
JPMorgan American Investment Trust Plc (JAM:LON) | 984 19.7 0.2% | Mkt Cap: 1,797m
- Published:
31 Oct 2018 -
Author:
William Heathcoat Amory -
Pages:
6
JPM American (JAM) is one of few trusts focused on North America to have outperformed the benchmark over the short, medium and longer term. As we have discussed in previous research on the sector, we found that only 17% of US managers outperform their benchmark over five years, and within our IA/AIC combined sector, only 25% have outperformed the S&P 500. JAM’s chief aim is to achieve capital growth rather than a higher income, and the managers set their stall clearly as a ‘core’ exposure to Nor ....