RCS - JPMorgan Multi-Asset - Annual overview from QuotedData
03/05/2023 17:17
For best results when printing this announcement, please click on link below: http://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20230503:nRSC3285Ya&default-theme=true RNS Number : 3285Y 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/ (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 (http://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 (http://www.quoteddata.com) | research@quoteddata.com (mailto:research@quoteddata.com) | www.martenandco.com (http://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 (mailto:rns@lseg.com) or visit www.rns.com (http://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 (https://www.lseg.com/privacy-and-cookie-policy) . END NRAUOANROVUVRAR