JPMorgan Claverhouse Investment Trust Plc (JCH)

Category UK Large-Cap Equity

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

706.00p

Buy

710.00p

arrow-up2.00p (+0.28%)

Discount/Premium

-6.39%

Estimated NAV

756.333p

Prices updated at 13 Dec 2024, 16:20 GMT

Prices minimum 15 mins delay

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

-0.16%

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.

Company name

JPMorgan Funds Limited

Legal structure

Closed Ended Investment Company

Domicile

United Kingdom

Fiscal year end

31 Dec 2024

Launch date

24 Apr 1963

Fund manager

Callum Abbot

Manager start date

25 Jan 2018

Fund manager biography

Callum Abbot, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2012, Callum joined the firm as a graduate trainee. Callum obtained a BA (Hons) in both Geography and Management at the University of Cambridge. Callum is a CFA charterholder.

Head office

60 Victoria Embankment

London

United Kingdom

EC4Y 0JP

+44 1268 44 44 70

Company website

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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