The JPMorgan Claverhouse Investment Trust has been helping investors tap directly into the long-term growth potential of UK large cap stocks since 1963. The trust focuses on attractively valued, high quality stocks with the ability to generate consistent and growing dividends.

Expertise

• Managed by an investment team with long-standing UK equity experience, backed by the extensive resources of J.P. Morgan’s global investment platform.

Portfolio

• Active approach seeks out high quality UK large-cap stocks with the ability to deliver a growing income and long-term capital growth.

Results

• Prudent, medium-risk investment approach aims to generate steady returns and annual income growth at a rate close to or above inflation, (with a medium risk investment approach.

• Claverhouse is backed by an outstanding record, delivering annual dividend growth for shareholders every year since 1973, with future dividends supported by strong revenue reserves.

Anthony Lynch

Anthony Lynch, Executive Director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, specialising in UK equities, with a particular focus on mid and small caps. Anthony joined in 2009 as an analyst having obtained a B.A. (Hons) in Economics from Durham University. Anthony is a CFA charterholder.