Overview
JPMorgan Elect Managed Income : JPEI is one part of the JPMorgan Elect Investment Trust. Investors are able to switch between this and the Managed Income and Managed Cash portfolios free of capital gains tax (NB while this works at the moment please bear in mind that HMRC can change their minds).
JPMorgan Elect Managed Income aims to provide a growing income with the potential for capital growth from a portfolio of UK equities.
You can access the company’s website here
Research History
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24 Jan 2020
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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19 Dec 2018
QuotedData's economic roundup - December 2018
QuotedData’s economic roundup – December 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 any […]
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14 Sep 2018
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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11 May 2018
QuotedData's Economic round up – May 2018
QuotedData’s economic round up – May 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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18 Jan 2018
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
QuotedData investment companies roundup – January 2018
QuotedData investment companies roundup – January 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of December 2017. Kindly sponsored by Baillie Gifford. January Investment Companies Roundup Winners and losers in December Infrastructure India’s share price […]
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10 Jan 2018
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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10 Apr 2017
QuotedData investment companies roundup – April 2017
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2017. Kindly sponsored by Baillie Gifford. April Investment Companies Roundup
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31 Jan 2017
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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03 Dec 2018
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
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
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
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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20 Apr 2016
JPMorgan Elect is rollover vehicle for JPMorgan Income & Growth
The Board of JPMorgan Elect has announced that heads of terms have been agreed with the board of JPMorgan Income & Growth Investment Trust in relation to that company’s forthcoming reconstruction. JPMorgan Income & Growth, with £67.4m of net assets, has a fixed life and is due to wind up on or around 30 November […]
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24 Apr 2015
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 […]
