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JPMorgan investment trusts report latest gearing ratios

Published 11/08/2025, 12:52
JPMorgan investment trusts report latest gearing ratios

LONDON - JPMorgan Investment Trusts disclosed the latest indicative gearing ratios for its portfolio of investment trusts as of August 8, 2025, according to a press release statement issued Monday.

The Mercantile Investment Trust (LON:MRCM) PLC reported the highest gearing ratio at 14.0%, closely followed by JPMorgan Japanese Investment Trust PLC at 13.5%. JPMorgan China Growth & Income PLC showed a gearing ratio of 11.4%.

JPMorgan UK Small Cap Growth & Income PLC registered a 9.9% gearing ratio, while JPMorgan Claverhouse Investment Trust PLC reported 7.0%. JPMorgan US Smaller Companies Investment Trust PLC showed a 6.8% ratio.

JPMorgan European Discovery (NASDAQ:WBD) Trust PLC’s gearing stood at 6.6%, with JPMorgan Asia Growth & Income PLC at 5.9% and JPMorgan European Growth & Income PLC at 5.6%.

Lower gearing ratios were reported by JPMorgan Global Emerging Markets Income Trust PLC (4.8%), JPMorgan American Investment Trust PLC (4.7%), while three trusts showed negative gearing: JPMorgan Global Growth & Income PLC (-0.3%), JPMorgan Indian Investment Trust PLC (-0.6%), and JPMorgan Emerging Markets Investment Trust PLC (-1.5%).

Gearing represents the level of borrowing within an investment trust and can amplify both gains and losses depending on market movements. A negative gearing figure typically indicates a net cash position.

The information was officially submitted through the Regulatory News Service (RNS) of the London Stock Exchange (LON:LSEG).

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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