JPMorgan Global Growth & Income


Market Cap£1,322m

Last Close 437.5p

JPMorgan Global Growth & Income aims to provide superior total returns and outperform the MSCI AC World index (in sterling terms) over the long term by investing in companies based around the world, drawing on an investment process underpinned by fundamental research. JGGI makes quarterly distributions, set at the beginning of each financial year, with the intention of paying a dividend equal to at least 4% of NAV at the time of announcement.

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Investment summary

JPMorgan Global Growth & Income (JGGI) yesterday announced that it has signed heads of terms with the board of JPMorgan Elect (JPE) in respect of a proposed merger with JPE, which will see assets transferred to JGGI. This merger follows JGGI’s well-received combination with Scottish Investment Trust, which was finalised in August this year. It will further increase JGGI’s assets under management by over £330m, to £1.64bn, making it one of the UK’s largest investment trusts and a leading investment vehicle for global equity, which also offers a relatively attractive dividend (currently 3.9%). Subject to the approval of the shareholders of both JGGI and JPE, and regulatory and tax clearances, it is expected the merger will be completed by the end of the calendar year.

Content on JPMorgan Global Growth & Income
JPMorgan Global Growth & Income – JPM Elect merger strengthens investment case
Investment companies | research Flash note | 28 October 2022
JPMorgan Global Growth & Income – Merger with SCIN will double size and cut charge
Investment companies | research Review | 22 October 2021
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Share price graph
Price performance
Actual 3.6 (0.3) (0.8)
Relative* (3.0) (3.5) (3.5)
52-week high/low 474.0p/386.0p
*% relative to local index
Key management
Nigel Wightman Chairman
Jeroen Huysinga Fund manager
Jonathan Carey Non-Executive Director
Tristan Hillgarth Non-Executive Director

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