Investment Trusts

JPMorgan Claverhouse Investment Trust Plc

JCH:LSE

JPMorgan Claverhouse Investment Trust Plc

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  • Price (GBX)728.76
  • Today's Change3.76 / 0.52%
  • Shares traded50.95k
  • 1 Year change+7.49%
  • Beta1.2295
Data delayed at least 20 minutes, as of Jul 22 2024 15:13 BST.
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Top holdings

43.25%Per cent of portfolio in top holdings
Holding% of portfolio
Shell PLC9.67%
AstraZeneca PLC7.09%
HSBC Holdings PLC6.44%
BP PLC4.91%
BAE Systems PLC3.98%
Rio Tinto PLC Registered Shares3.76%
3i Group Ord3.73%
JPMorgan UK Small Cap Growth & Income3.67%
As of May 31 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Financial Services20.65%
Industrials16.60%
Energy14.91%
Consumer Cyclical14.21%
Consumer Defensive11.20%
Healthcare10.09%
Basic Materials6.77%
Technology3.16%
Real Estate2.86%
Other4.90%
As of May 31 2024.

Regional holdings

Holding% of portfolio
UK103.65%
Switzerland1.16%
Ireland0.42%
Cyprus0.05%
USA0.05%
Germany0.02%
United Arab Emirates0.02%
Mexico0.00%
As of May 31 2024.
Data Provided by LSEG
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