JPMorgan Global Growth & Income portfolio characteristics

JPMorgan Global Growth & Income: The Dreaded Manager Change

One thing that stirs me from my slumber when it comes to my investment trust portfolio is when there is a change of manager. It doesn’t happen very often, and it typically doesn’t require evasive action, but it does mean that I tend to watch events a little more closely. Continue reading →

Key Information: picture of a single key against a black background, Photo by Matt Artz on Unsplash

Key Information I’d Like To See

There’s been a lot of controversy over the recent introduction of Key Information Documents (KIDs) for investment trusts. In theory, they are designed to standardise the basic fund information that’s available for ordinary investors like you and me. In practice, they’re a bit rubbish. Continue reading →

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