JPMorgan Trusts Indicative Gear Ratios updates at Investing.com.

LONDON – JPMorgan Investment Trusts has released its latest indicative gearing ratios for its portfolio of investment trusts, with figures ranging from -1.2% to 15.0% through January 17, 2025. The update is a formal disclosure to the investment community of the trusts’ net asset value reflecting their credit rating.

Gearing is a measure that investors use to highlight their investment exposure. While it can increase income in favorable market conditions, it can also increase losses when markets fall. The announced ratios represent different levels of gearing on the trusts managed by JPMorgan.

JPMorgan Japan Investment Trust Plc. reported the highest gearing rate of 15.0%, followed by The Business investment trust (LON: ) PLC at 14.2%. In contrast, JPMorgan Emerging Markets Investment Trust Plc showed a negative gearing ratio of -1.2%, indicating that it may have more cash than debt or is using strategies that result in a net cash position.

Other trusts such as JPMorgan American Investment Trust PLC and JPMorgan Global Growth & Income PLC reported lower gearing levels of 2.5% and 0.2% respectively. These figures suggest a more conservative approach to borrowing.

The announcement showed gear ratios for JPMorgan European Discovery (NASDAQ:) Trust PLC and JPMorgan US Smaller Companies Investment Trust PLC of 6.4% and 6.1%, respectively, which focus on Europe, Asia, China and the United Kingdom small cap growth and earnings.

Investors often monitor the gearing ratio as it can affect the risk and return profile of an investment. It is important to note that these ratios are indicative and subject to change based on market conditions and the Trust’s investment decisions.

The information provided in this update is based on a press release and is intended for general information purposes. It does not constitute investment advice or an endorsement of JPMorgan Investment Trusts or their investment strategies.

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