JPMorgan Mid Cap Investment Trust Plc

Name
JPMorgan Mid Cap Investment Trust Plc
Manager
JP Morgan Asset Management (UK) Ltd
Type
Closed Ended Investment Company
ISIN
GB0002357613
Sector
UK All Companies
Launched
30/06/1972
OCF
0.97 %
Risk Rating
5
3 Year Sharpe
0.78
3 Year Alpha
5.42
Yield
2 %
Benchmark
FTSE 250 Ex Investment Trust TR GBP
Fund Size
£ 297.66 million
NAV
1,325
Gearing
104
Discount Premium
-6
Aims to achieve capital growth from investing in medium sized UK listed companies, by outperformance of the FTSE Mid 250 Index. The company will predominantly invest in quoted companies from the FTSE Mid 250 Index, although, where appropriate, it may invest in quoted UK companies outside of this index as well as companies quoted on the Alternative Investment Market which is the London Stock Exchange market for smaller, growing companies.
Holding %
Scotia Flt Ltl 02 May 2014 8.19 %
Ashtead Group PLC 5.10 %
Electrocomponents PLC 4.03 %
JPM Sterling Liquidity X (dist.) 3.66 %
Intermediate Capital Group PLC 3.65 %
JD Sports Fashion PLC 3.26 %
Onesavings Bank PLC 3.13 %
Bellway PLC 2.90 %
Sophos Group PLC 2.62 %
BGEO Group PLC 2.45 %
Region %
United Kingdom 93.64 %
Sector %
Industrials 25.07 %
Financial Services 21.20 %
Consumer Cyclical 19.57 %
Technology 12.40 %
Basic materials 7.51 %
Real Estate 5.00 %
Name
JP Morgan Asset Management (UK) Ltd
Address
EC4Y 0JP, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Katen Patel
Joined 04/30/2013

Katen Patel, vice president, is an assistant portfolio manager in the Europe Small/mid Cap team within the J.P. Morgan Asset Management European Equity Group. An employee since April 2013, he previously worked at HSBC Bank Plc in a European equity sales role. He obtained a B.Sc. in Management from the London School of Economics. Katen is a CFA charterholder.

Katen Patel
Joined 04/30/2013

Katen Patel, vice president, is an assistant portfolio manager in the Europe Small/mid Cap team within the J.P. Morgan Asset Management European Equity Group. An employee since April 2013, he previously worked at HSBC Bank Plc in a European equity sales role. He obtained a B.Sc. in Management from the London School of Economics. Katen is a CFA charterholder.

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