JPMorgan Multi-Asset Growth & Income MATE ten largest investments

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

JPMorgan Global High Yield Bond Fund11.8%
Infrastructure Investments Fund9.5%
JPM Global Convertibles4.4%
MSCI EMGMKT (New Style) Index Equity (Future)4.1%
JPMorgan Emerging Markets Debt Fund3.9%
Coca-Cola3.0%
JPM China A2.8%
JPM Europe Small Cap2.4%
AbbVie2.4%
Roche Holdings2.3%
Total46.6%

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.

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