UPDATE (Oct 2026): JGGI merged with Henderson International Income in May 2025, taking on around £350m of assets. Tim Woodhouse left the management team in September 2025 and was replaced by Sam Witherow. Helge Skibeli intends to retire in February 2028. The trust returned +1.0% versus +7.2% for its benchmark in the year to June 2025, and +16.7% versus +27.7% to June 2026, due as "stock selection within the Technology sector proved a drag on relative returns, [with] the Portfolio Managers underestimating the scale and market impact of the AI investment boom." JGGI's five-year return to June 20...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
UPDATE: A revised version of this profile was published in December 2024.
Stuart qualified as a chartered accountant before moving into journalism and has 20 years of experience of owning and writing about investment trusts from an independent standpoint. He is now producing regular fund profiles for the Money Makers circle. This post originally appeared on his blog but it has been added to our archive to build up our library of content.
JPMorgan Global Growth & Income has become one of my larger positions in the last few years. I first bought it in 2017 but in early 2019, after a decade...
This is a premium article for our subscribers.
Please log in below to read it, or find out how to join the Money Makers Circle.
© 2026 Money Makers