JPMorgan Global Growth & Income Fund (JGGI)

Overview

JPMorgan Global Growth & Income plc is a distinguished closed-ended equity mutual fund, skillfully launched and managed by JPMorgan Funds Limited. The entity stands out in the investment landscape by focusing its efforts on the global public equity markets, aiming to diversify its investment portfolio across a myriad of sectors. Originally known as JPMorgan Overseas Investment Trust plc, this fund rebranded to better reflect its core objectives and strategies. Since its inception on December 25, 1887, it has been dedicated to identifying and investing in growth stocks spanning all market capitalizations, albeit with a particular emphasis on large-cap companies. The hallmark of its investment philosophy is benchmarking its portfolio performance against the MSCI All Countries World (NR) Index, thereby ensuring alignment with global market trends and performances. This fund is proudly domiciled in the United Kingdom, bringing a rich heritage and steadfast commitment to the global investment community.

Products and Services

JPMorgan Global Growth & Income plc offers a strategic approach to investment, focusing on growth stocks across the global equity markets. Below are the core services provided by the fund:

• Global Equity Investments: The cornerstone of the fund's offerings, focusing on investments in public equity markets worldwide. This service is designed for investors seeking exposure to a diversified portfolio of growth stocks across various sectors and geographical locations.
• Market Capitalization Diversity: JPMorgan Global Growth & Income takes a diverse approach to market capitalizations, investing in growth stocks of companies ranging from small to mega-cap. However, a bias towards large-cap companies is maintained, catering to investors looking for a balance between growth potential and market stability.
• Benchmarking Against MSCI All Countries World (NR) Index: In striving to ensure its investments align with global market trends, the fund benchmarks its portfolio’s performance against the MSCI All Countries World (NR) Index. This benchmarking approach offers investors insights into how the fund’s performance compares to a broad global market performance index.