Overview
JPMorgan Elect Managed Cash : JPEC is intended to allow the preservation of capital with a yield based on short term interest rates by investing in a range of Sterling liquidity funds. It provides a yield based on short term interest rates by investing in a range of liquidity funds and short dated AAA-rated UK government securities/G7 government securities hedged into sterling
Research History
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24 Jan 2020 20 min read
QuotedData’s Investment Companies Annual Review – 2019
In this issue The sector at the end of 2019 Performance data Performance by sector and fund Money in and out of the sector Money in and out of existing funds Money coming into existing funds Money going out of existing funds Liquidations, de-listings and trading cancellations Significant rating changes Major news stories Outlook for […]
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14 Sep 2018 2 min read
QuotedData’s Economic round up – September 2018
QuotedData’s Economic round up – September 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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18 Jan 2018 1 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
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10 Jan 2018 1 min read
QuotedData’s economic round up – January 2018
QuotedData’s economic round up – January 2018 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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31 Jan 2017 1 min read
QuotedData – 2016 review of the year
Our review of 2016 includes performance data, significant moves in discounts and premiums, money raised and money handed back, major news stories and links to the research we have published including our guide to investment companies. 2016 Annual roundup
News
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22 Nov 2022 2 min read
QuotedData’s morning briefing 22 November 2022
In QuotedData’s morning briefing 22 November 2022: Aquila European Renewables (AERI) says that 95% of all 72 turbines at its Norwegian Rock project are now in operation, whilst the remaining turbines are subject to corrective maintenance. A production-based availability warranty will cover any losses if availability is below 97% in the first year of operations […]
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27 Oct 2022 3 min read
JPMorgan Elect to be absorbed by JPMorgan Global Growth and Income
The boards of JPMorgan Elect and JPMorgan Global Growth and Income have signed Heads of Terms in respect of a proposed merger of the two companies. The merger will be effected by way of a scheme of reconstruction of Elect. It is expected that the combination will be completed by the end of the current calendar […]
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20 Nov 2020 10 min read
JPMorgan Elect releases annual results
JPMorgan Elect (JPE) has released its annual results for the year ended 31 August 2020. The trust manages a number of different pools and shareholders have the option to switch between these periodically. Key highlights from the report are provided below, as well as the investment manager’s reports for all of the individual share classes. […]
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03 Jul 2019 1 min read
JPMorgan Elect wins half of El Oro
JPMorgan Elect wins half of El Oro – El Oro offered its investors the option of rolling their investment into JPMorgan Elect or choosing to take cash. Well over half the money will end up in JPMorgan Elect, which is a great result for the trust. Nick Vermeulen and Christiaan Van Den Berg, both of […]
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03 Dec 2018 2 min read
Rollover El Oro
Along with the notice of its AGM, El Oro has published details of a new proposed rollover into JPMorgan Elect that the board is exploring as an alternative to a liquidation of the Company. The board says that their proposal offers a real choice to shareholders of either cashing out or rolling over into a […]
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08 Nov 2018 2 min read
Growth better than Income for JPMorgan Elect
Growth better than Income for JPMorgan Elect- JPMorgan Elect has released its annual report for the year ending 31st August 2018. The Managed Growth portfolio delivered a total return on net asset value of 13.6% which outperformed the benchmark which returned 8.1% an out performance of the benchmark by 5.5%. For the year end 31st […]
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08 Dec 2017 2 min read
JPMorgan Elect will introduce borrowings in income pool
JPMorgan Elect will introduce borrowings in income pool – JPMorgan Elect has published its annual report covering the year ended 31 August 2017. The Managed Growth portfolio delivered a total return on net assets of 20.2%, compared with the portfolio’s benchmark which returned 16.7%. The share price total return was 19.6%. For the year ended 31st […]
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06 May 2016 2 min read
JPMorgan Elect results show small falls in NAVs
JPMorgan Elect has published its interim results. For the half year ended 29th February 2016, the total return on the company’s net assets was -1.3% for the Managed Growth portfolio and -1.1% for the Managed Income portfolio. The total return on the Managed Cash portfolio was +0.3%. The Managed Growth portfolio has delivered a total […]
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24 Apr 2015 2 min read
JPMorgan Elect says every pool delivered in H1
JPMorgan Elect interims for the six months ended 28 February 2015 are out. The Managed Growth pool beat its bench mark by 3.2% over the period. The pool generated a return on net assets of 9.7% while their 50:50 FTSE All-Share : FTSE All-World ex UK benchmark returned 6.5%. They declared two quarterly dividends totalling 3.9p […]
