JPMorgan Mid Cap Investment Trust Plc

JPMorgan Mid Cap Investment Trust Plc
JP Morgan Asset Management (UK) Ltd
Closed Ended Investment Company
UK All Companies
0.97 %
Risk Rating
3 Year Sharpe
3 Year Alpha
3 %
FTSE 250 Ex Investment Trust TR GBP
Fund Size
£ 214.57 million
Discount Premium
The Company 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 %
Games Workshop Group PLC 6.98 %
JD Sports Fashion PLC 4.52 %
Scotiabank Sud Americano 4.18 %
Intermediate Capital Group PLC 4.14 %
Dunelm Group PLC 4.14 %
Bellway PLC 4.03 %
Future PLC 3.82 %
Spirent Communications PLC 3.21 %
Softcat PLC 3.11 %
Onesavings Bank PLC 3.09 %
Region %
United Kingdom 98.30 %
Sector %
Consumer Cyclical 29.38 %
Industrials 19.39 %
Financial Services 17.11 %
Technology 12.94 %
Real Estate 7.33 %
Communication Services 6.09 %
JP Morgan Asset Management (UK) Ltd
EC4Y 0JP, London, United Kingdom
Legal Structure
Closed Ended Investment Company


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.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.