JAM.L
JAM.L
GB00BKZGVH64
JPMORGAN AMERICAN INVESTMENT TR
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Company Profile

JPMorgan American Investment Trust plc is a close-ended equity mutual fund launched and managed by JPMorgan Funds Limited. It is co-managed by JPMorgan Asset Management (UK) Limited. The fund invests in public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in stocks of large cap companies. It employs fundamental analysis with a bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Net Index. It was formerly known as JP Morgan Fleming American Investment Trust. JPMorgan American Investment Trust plc was formed on December 25, 1881 and is domiciled in the United Kingdom.

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Key Metrics & Overview

Detailed metrics & financial data of the company

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
5Y Volatility
18.1% p.a.
Max Drawdown (5Y)
-26.7%
Sharpe Ratio (5Y)
0.55
Beta Factor
0.39
Size Class
Mid Cap
Notes & Warnings
Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).
Exemplary balance sheet strength: Very solid ratio of equity to debt.
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