JPMorgan American Investment Trust

Name
JPMorgan American Investment Trust
Manager
JP Morgan Asset Management (UK) Ltd
Type
Closed Ended Investment Company
ISIN
GB00BKZGVH64
Sector
North America
Launched
18/06/1881
OCF
0.38 %
Risk Rating
3
3 Year Sharpe
0.20
3 Year Alpha
-8.41
Yield
1.6 %
Benchmark
S&P 500 TR GBP
Fund Size
£ 751.23 million
NAV
394
Gearing
109
Discount Premium
-7
To achieve capital growth from North American investments by outperformance of the benchmark of Company by investing in North American quoted companies including, when appropriate, exposure to smaller capitalisation companies.
Holding %
Microsoft Corp 7.15 %
Alphabet Inc Class C 4.65 %
Loews Corp 4.29 %
Capital One Financial Corp 4.04 %
Apple Inc 3.89 %
Bank of America Corp 3.45 %
Delta Air Lines Inc 3.34 %
Mastercard Inc A 3.33 %
Xcel Energy Inc 3.20 %
UnitedHealth Group Inc 2.98 %
Region %
United States 99.98 %
Sector %
Financial Services 25.66 %
Technology 16.16 %
Consumer Cyclical 14.96 %
Healthcare 11.09 %
Communication Services 9.66 %
Industrials 5.92 %
Real Estate 5.64 %
Energy 5.05 %
Name
JP Morgan Asset Management (UK) Ltd
Address
EC4Y 0JP, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Timothy Parton
Joined 05/02/2019

Timothy Parton, managing director,is a portfolio manager in the U.S. Equity Group. An employee since 1986, Tim has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund, since November 2001; and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund, since its inception in September 2005. Tim holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Jonathan Simon
Joined 05/02/2019

Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, Jonathan manages the JPMorgan Mid Cap Value Fund, the JPMorgan Value Advantage Fund, and the JPMF U.S. Value Fund. In addition, he is a co-portfolio manager of the JPMorgan Growth and Income Fund and the JPMorgan Equity Income Fund. Jonathan joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management o

Eytan Shapiro
Joined 07/01/2005

Eytan Shapiro, managing director, is the CIO of the Growth &Small Cap U.S. Equity Team. Mr. Shapiro has worked as a portfolio manager for JPMIM or its affiliates (or their predecessors) since 1989 and has been employed by the firm since 1985. Eytan holds a B.Sc. in economics from City University, London, an M.Phil. in economics from Oxford University, and is Series 66 licensed. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder. He began his investment career in 1982.

Data provided by Morningstar.

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