JPMorgan Multi-Asset Grwth & Income Annual overview from QuotedData
03 Maio 2023 - 1:17PM
RNS Non-Regulatory
TIDMMATE
JPMorgan Multi-Asset Grwth & Income
03 May 2023
JPMorgan Multi-Asset Growth & Income - Annual overview from
QuotedData
3(rd) May 2023
Caution in the face of volatile markets
In a world of volatile equity markets and uncertain futures,
MATE offers investors a refreshingly straightforward target of
achieving an average of 6% compound annual returns over a rolling
five-year period and paying an inflation-linked dividend.
MATE has now passed its five-year anniversary, and its life has
been marked by two of the worst bear markets in recent memory.
Given that we are in the grip of a painful downturn, it is
unsurprising that MATE has fallen short of its target return.
Commendably, the team has not taken on more risk in an attempt to
catch up. As evidence of this, the standard deviation of MATE's net
asset value (NAV) returns over the past five years is half that of
the global equity market.
MATE's commitment to providing an attractive and growing income,
is supported by its revised dividend policy. Its combination of
target long-term returns and attractive income remains its defining
feature, and one which sets it apart from its peers. MATE has also
been able to sustain a narrow discount throughout 2022, and its
shares currently trade on 3.3% discount to NAV.
Full Research:
https://quoteddata.com/research/jpmorgan-multiasset-growth-income-caution-face-volatile-markets-qd/
This research is also available free on our website
www.quoteddata.com where you will also find news, performance data
and factsheets on every London listed Investment Company.
QuotedData writes and distributes research on a number of quoted
companies, facilitates meetings between those companies and
existing and potential investors and assists in raising additional
capital where required.
NB: Marten & Co was paid to produce this note on JPMorgan
Multi-Asset Growth & Income Plc and it is for information
purposes only. It is not intended to encourage the reader to deal
in the security or securities mentioned in this report. Please read
the important information at the back of this note. QuotedData is a
trading name of Marten & Co Limited which is authorised and
regulated by the Financial Conduct Authority. Marten & Co is
not permitted to provide investment advice to individual investors
categorised as Retail Clients under the rules of the Financial
Conduct Authority.
QUOTEDDATA
50 Gresham Street | London EC2V 7AY
Tel: +44 (0) 20 3691 9430
www.quoteddata.com | research@quoteddata.com |
www.martenandco.com
This information is provided by Reach, the non-regulatory press
release distribution service of RNS, part of the London Stock
Exchange. Terms and conditions relating to the use and distribution
of this information may apply. For further information, please
contact rns@lseg.com or visit www.rns.com.
RNS may use your IP address to confirm compliance with the terms
and conditions, to analyse how you engage with the information
contained in this communication, and to share such analysis on an
anonymised basis with others as part of our commercial services.
For further information about how RNS and the London Stock Exchange
use the personal data you provide us, please see our Privacy
Policy.
END
NRAUOANROVUVRAR
(END) Dow Jones Newswires
May 03, 2023 12:17 ET (16:17 GMT)
Jpmorgan Multi-asset Gro... (LSE:MATE)
Gráfico Histórico do Ativo
De Abr 2024 até Mai 2024
Jpmorgan Multi-asset Gro... (LSE:MATE)
Gráfico Histórico do Ativo
De Mai 2023 até Mai 2024