Overview
JPMorgan Mid Cap : JMF aims to achieve capital growth from investment in medium-sized UK companies. The Company specialises in investment in FTSE 250 companies, using long and short term borrowings to increase returns to shareholders. The company will predominantly invest in quoted companies from the FTSE Mid 250 Index, although, where appropriate, it may invest in quoted UK companies outside of this index as well as companies quoted on the Alternative Investment Market which is the London Stock Exchange market for smaller, growing companies. The company has the ability to use borrowing to gear the portfolio within the range of 5% net cash to 25% geared in normal market conditions.
You can access the company’s website here
In The Press
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04 Jan 2024 1 min read
How do last year’s investment trust mergers stack up?
by Dave Baxter, Investors’ Chronicle, January 3, 2024: Even the last working day before Christmas was far from short of investment trust news. The board of Octopus Renewables Infrastructure (ORIT) announced an intention to merge with its peer Aquila European Renewables (AERI) on the morning of 22 December… The plan has received a lukewarm response […]
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21 Sep 2022 1 min read
Should you go defensive or back a bounce for beaten-up consumer stocks? Experts’ share picks to shuffle your portfolio and survive a harsh winter
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 10 September 2022: There was a real ‘back to school and back to business’ feel in the air last week – until we learnt of the sad death of the Queen. While parents took pictures of uniformed offspring outside their front doors, the press took pictures of the […]
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25 Apr 2022 2 min read
Is the FTSE 250 full of bargains investors are overlooking?
ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 23 April 2022: Below the stalwarts of the FTSE 100 – the index of Britain’s biggest companies by market capitalisation – lies the lesser known FTSE250 Index… The FTSE250 has so far underperformed its big brother this year. While the FTSE100, comprising the likes of BP, Next and Royal […]
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23 Dec 2021 1 min read
Five income fund picks for 2022
By Eve Maddock-Jones, Reporter, Trustnet, 21 December 2021 Trustnet asks fund pickers which income portfolios they recommended for what looks to be a positive year for this part of the market. Threadneedle UK Equity Income, Jupiter Emerging and Frontier Income and JPMorgan Mid Cap are just some of the buy options experts picked for income […]
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19 Apr 2021 1 min read
Rev up your returns from the mid-sized UK companies well placed to race away
Rev up your returns from the mid-sized UK companies well placed to race away – but don’t forget the minnows By ROSIE MURRAY-WEST FOR THE MAIL ON SUNDAY PUBLISHED: 22:24, 17 April 2021 | UPDATED: 12:28, 18 April 2021 As Britain finally throws off the shackles of endless lockdowns and restrictions, the economy stands poised to unfurl at welcome speed. […]
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21 Apr 2020 2 min read
Investment trust insider on UK mid caps
Investment trust insider on UK mid caps – James Carthew: my pick of the three UK mid-cap trusts Stock markets appear to be calming down, although we shouldn’t take a recovery for granted given the scale of the disruption that the global economy is experiencing. Across the investment company sector, many closed-end funds seem to trade […]
