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
0.67
3 Year Alpha
1.90
Yield
2 %
Benchmark
FTSE 250 Ex Investment Trust TR GBP
Fund Size
£ 292.31 million
NAV
1,313
Gearing
106
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 7.95 %
Ashtead Group PLC 5.45 %
Electrocomponents PLC 4.52 %
Intermediate Capital Group PLC 4.04 %
JD Sports Fashion PLC 3.08 %
Onesavings Bank PLC 3.01 %
Sophos Group PLC 2.97 %
Bellway PLC 2.83 %
Plus500 Ltd 2.72 %
JPM Sterling Liquidity X (dist.) 2.57 %
Region %
United Kingdom 92.19 %
Sector %
Industrials 27.06 %
Financial Services 19.54 %
Consumer Cyclical 18.80 %
Technology 13.33 %
Basic materials 7.41 %
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.

Georgina Brittain
Joined 03/27/2012

Georgina Brittain, managing director, is a senior portfolio manager for small and mid cap funds within the J.P. Morgan Asset Management European Equity Group. She is the fund manager for the JPM Life UK Small Cap Fund, the JPM UK Smaller Companies Fund, the JPMorgan Smaller Companies Investment Trust and co-manager for the JPMorgan Mid Cap Investment Trust. She is also a co-manager for our range of European small cap funds. An employee since 1995, Georgina was previously an analyst in the UK research department. Georgina obtained an M.A. in Classics from Oxford University, and earned a Diploma in Law from City University, London. She is a qualified barrister.

Data provided by Morningstar.

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