The JPMorgan American Investment Trust is a London Listed Investment investment trust.
It aims to achieve capital growth from North American investments by outperformance of the S&P 500 index. The Company will predominantly invest in quoted companies including, when appropriate, exposure to smaller capitalisation companies, and emphasise capital growth rather than income. The Company has the ability to use borrowing to gear the portfolio within the range of 5% net cash to 20% geared in normal market conditions :-
It holds:-
Apple Information Technology 5.7% of the fund
Microsoft Information Technology 5.3% of the fund
Wal-Mart Stores Consumer Staples 2.8% of the fund
Cisco Systems Information Technology 2.7% of the fund
Citigroup Financials 2.6% of the fund
AT&T Communication Services 2.6% of the fund
AIG Financials 2.3% of the fund
Comcast Communication Services 2.3% of the fund
United Health Group Health Care 2.3% of the fund