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19 Apr 2021

JPMorgan Global Growth & Income

Company Notes

Careful positioning amidst positive global outlook

JPMorgan Global Growth & Income* aims to provide a long-term total return in excess of the MSCI All Country World Index by investing in global equities. The portfolio is constructed on a bottom-up basis and consists of high-conviction holdings sourced from the best ideas generated by a well-resourced team of 85 research analysts. Tim Woodhouse has been co-portfolio manager of the fund since September 2017 and was joined by Raj Tanna and Helge Skibeli in March 2019. The managers are not subject to any income constraints, and the fund’s quarterly dividend is set each financial year at a level equivalent to at least 4% of net assets. The fund has a strong long-term performance record, delivering a NAV total return of +209% over the last ten years, outperforming both the benchmark (+195%) and the Global Equity Income peer group (+170%).

*Denotes a corporate broking client of Winterflood Securities