Top Rated Trust for US Equity Bulls

Feeling bullish about the outcome of the upcoming US election? We highlight one Bronze Rated investment trust which has outperformed the notoriously tough index

David Holder 30 September, 2016 | 10:07AM

JPMorgan American (JAM) is a sound choice for core US equity exposure. Fund manager Garrett Fish has been in charge here since November 2002 and has more than 25 years of investment experience. Fish draws upon the extensive wider fund manager and analyst resource available to him at J.P. Morgan. The fund has an allocation to smaller companies that varies between 0% and 11%.

A good return for an active investor against what is a very demanding index to outperform

Lately this has been around 4% and is outsourced to J.P. Morgan veteran Eytan Shapiro, who has been responsible for the small caps in this fund since July 2005, though his expertise in small-cap growth investing extends back to 1992.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
JPMorgan American Ord515.00 GBX-1.72

About Author

David Holder  is a senior investment research analyst at Morningstar

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