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 Fund | 11.3% |
| Infrastructure Investments Fund | 9.4% |
| JPM Global Convertibles | 4.4% |
| MSCI EMGMKT (New Style) Index Equity (Future) | 4.2% |
| JPMorgan Emerging Markets Debt Fund | 3.9% |
| JPM China A | 3.2% |
| Coca-Cola | 3.0% |
| AbbVie | 2.5% |
| JPM Europe Small Cap | 2.5% |
| Roche Holdings | 2.4% |
| Total | 46.8% |
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.
