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JPMorgan Global Growth & Income Investment Trust (JMO.NZ)

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As of 06:07PM EDT. Market open.

JPMorgan Global Growth & Income Investment Trust

60 Victoria Embankment

Management information
Jeroen Huysinga,Lead manager since 25 September 2008
Jeroen Huysinga, managing director, is a senior portfolio manager in the Global Equities Team, based in London. An employee since 1997, he previously spent two years at Lombard Odier (UK) Ltd., where he was a Japanese equity portfolio manager. Prior to this, he held positions with the British Steel pension fund as a UK analyst and latterly a Japanese equity portfolio manager, after beginning his career at Lloyds Bank. Jeroen obtained a BA in Economics and International Studies from the University of Warwick. Jeroen is an associate of the Institute of Investment Management and Research.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryGlobal Large-Cap Blend Equity
Fund familyJP Morgan Asset Management (UK) Ltd
Net assets708.2M
YTD return-1.74%
Yield3.07%
Morningstar ratingN/A1
Inception date20 Apr 1887

Fund operations

Last dividend0.03
Last cap gain0.00
Holdings turnover104.58%
Average for categoryN/A

Fees and expenses

ExpenseJMO.NZCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A