JPMorgan Multi-Asset Growth & Income MATE discloses ten largest investments

JPMorgan Multi-Asset Growth & Income plc (LON:MATE) has announced the ten largest investments in % of total assets as at 31 August 2021.

JPMorgan Global High Yield Bond Fund11.3%
Infrastructure Investments Fund9.4%
JPM Global Convertibles4.4%
MSCI EMGMKT (New Style) Index Equity (Future)4.2%
JPMorgan Emerging Markets Debt Fund3.9%
JPM China A3.2%
JPM Europe Small Cap2.5%
Roche Holdings2.4%

JPMorgan Multi-Asset Growth & Income combines sustainable income and capital growth from globally diversified investments. The Investment Trust’s multi-asset investing approach aims to achieve a long-term total return of 6% per annum and an initial annual dividend of 4% paid quarterly. This provides an attractive income investing and capital growth opportunity while seeking to maintain lower levels of portfolio volatility than a traditional equity portfolio.

Click to view all articles for the EPIC:
Or click to view the full company profile:
Share on facebook
Share on twitter
Share on linkedin

More articles like this

Multi-asset income fund MATE rises on continued positive returns

JPMorgan Multi-Asset Growth & Income plc (LON:MATE) published their ‘month in review’ for July 2021.  Tim Mitchell, Investment Trust Client Director, at J.P. Morgan Asset Management, commented on the positive July performance of the trust and the economic outlook as