JPMorgan Claverhouse Investment Trust Plc (JCH)

Category UK Large-Cap Equity
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

730.00p

Buy

734.00p

arrow-up4.00p (+0.55%)

Discount/Premium

-6.53%

Estimated NAV

778.896p

Prices updated at 14 Mar 2025, 16:35 GMT
| Prices minimum 15 mins delay
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Prices in GBX
Investment objective
To provide a combination of capital and income growth from a portfolio consisting mostly of companies listed on the London Stock Exchange.
FTSE All-Share
arrow-up1.11%
LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Director dealings

Date
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Action
11 Mar 2025D
11 Mar 2025D
12 Dec 2024D
18 Sep 2024Purchase
12 Sep 2024D
12 Sep 2024D
12 Jun 2024D
12 Jun 2024D

Director holdings

Name
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Title Amount (No. of shares)
Ms. Jill Miranda MayNon-Executive Director, Senior Independent Director7,004
Mr. David Faviell FletcherNon-Executive Director, Chairman5,922
Mrs. Victoria Katerine StewartNon-Executive Director5,560
Mr. Nicholas MelhuishNon-Executive Director6,807
Please note that past performance is not a reliable indicator of future returns.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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