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Investment trust 2024 review

A record year for mergers and buybacks.

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JPMorgan: Invest in the heart of America – the case for US smaller companies, part 2

Investing in smaller companies has historically generated higher long-term returns than in larger companies, says JPMorgan US Smaller Companies Investment Trust.

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Meet the Manager: Nitin Bajaj

Portfolio Manager of Fidelity Asian Values.

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JPMorgan: Investing in India’s next phase of growth

The Indian economy continues to evolve, the growth drivers are changing, says JPMorgan Indian Investment Trust plc.

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JPMorgan: Driving Investment with an all-terrain investment vehicle

JPMorgan Global Growth & Income plc’s global best ideas investment strategy allows the portfolio to go almost anywhere and outperform the broader equity market across market cycles.

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JPMorgan: Managing ups and downs in emerging market equities

India’s bull market and China’s sluggish economy create two different challenges in the near term, but JMG’s portfolio managers are finding opportunities everywhere.

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JPMorgan Asia Growth & Income plc: Field report on Asian equities

The portfolio managers of JAGI incorporate views from analysts based across the Asia Pacific region and hit the road to visit companies themselves seeking attractive investments in Asia.

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JPMorgan: Seven truths about emerging market investing

With several decades of experience in emerging market equities, Austin Forey, portfolio manager of JMG, shares his seven truths about successful investing in this diverse asset class.

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Top performing investment trust sectors in 2024

Growth capital and private equity power ahead.