Philip Waller, Investment Specialist, will be presenting to investors and fielding Q&A
The JPMorgan Core Real Assets Limited (JARA) investment trust is an interesting and attractive vehicle for investors looking to build an allocation in the alternatives market: Real assets underpin everyday society, from local utilities to global transport networks, and from office space to apartment blocks. The Trust gives shareholders access to a wide set of investments, with a global reach, not typically available in the UK investment trust market, and the aim of providing relative stability and wider diversification.
What the Trust has to offer
A global offering: JARA’s investments are global in nature, offering a breadth of investment reach and with the benefit of balancing a variety of geographical trends. Assets within the portfolio cover over 35 countries.
Strong returns: Alternative asset performances are not typically linked with that of the equity and bond market or as negatively affected by inflation – making it an attractive complement to any investor’s portfolio. Revenue is also predominantly driven from consistent income streams within the portfolio*.
Backed with experience: While JARA may only be a few years old, it benefits from not only access to one of the world’s largest alternatives platforms, but over 30years experience of the Alternatives Solutions Group, and 300+ investment professionals specialising in alternative investments.
Investment themes
With the Trust, shareholders will have exposure to themes that cut across single real-asset sectors, these include:
- The global energy transition such as renewable energy.
- E-commerce acceleration including assets across the supply chain such as logistics and container ships.
- Emerging core sectors - Tapping into future areas of growth including wind farm maintenance vessels, river barges, single-family housing, and data centres.
- ESG considerations : Real assets underpin society, impacting communities, tenants, and service providers – financially material environmental, social, and governance (ESG) factors are integrated into J.P. Morgan Asset Management’s underlying investment processes and strategies.