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View all Representation →Consultations- Digitisation Taskforce – Final Report
- FCA Consults on Fund Product Information and Cost Disclosure CP24/30 – ShareSoc Responds
- FRC Consults on UK Stewardship Code – ShareSoc Responds
- FCA Consultation – Modernising Redress
- HMRC Consultation – IHT on Pensions
- ShareSoc Evidence to Lords on FCA Enforcement
- ShareSoc supports FCA proposal for criminal background checks on owners and controllers of financial institutions
- UK ISA: ShareSoc submits consultation response
- FCA Consultation on Enforcement Practice & Transparency
- ShareSoc response to House of Commons Education Select Committee
- UKSA and ShareSoc Submission to Labour Party Review of Financial Services
- FCA Consultation GC23/2 Financial Promotions on Social Media
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JP Morgan Global Growth & Income PLC (JGGI)
Previously known as:
Previous TIDM: JPGIBlog posts
Portfolio Review 2024 – Mark Bentley
Post Date: January 25, 2025
Introduction
This is now my fifth annual comprehensive portfolio review. See my 2020 review for an explanation of my investment objectives, strategy, "asset types" and investment accounts. My 2023 review can be found here.
In 2024 my portfolio's underperformance of my FTSE All-Share total return benchmark continued, albeit more modestly. My total return was 7.7% vs 9.8% for the benchmark. I may have to review my strategy if this underperformance continues in 2025 - but it may simply be a consequence of the ...
Portfolio Review 2023 – Mark Bentley
Post Date: January 23, 2024
This article reflects the opinions of its author and not necessarily those of ShareSoc.
Introduction
This is now my fourth annual comprehensive portfolio review. See my 2020 review for an explanation of my investment objectives, strategy, "asset types" and investment accounts. My 2022 review can be found here.
2023 was again a difficult and disappointing rollercoaster year. For the second consecutive year my results underperformed my FTSE All-share total return benchmark. See "Results Breakdown" below for the gory details.
At least this year my aggregate ...
A shocking failure to communicate?
Post Date: September 5, 2022
The views expressed in this article are those of its author and not necessarily those of ShareSoc
An investment trust that I invest in, JP Morgan Global Growth and Income (JGGI) held an important general meeting today. The purpose of the meeting was to approve its takeover of another investment trust, The Scottish Investment Trust (SCIN).
I was shocked to read the RNS announcing the results of the general meeting issued this evening. Not shocked or surprised that the resolutions were overwhelmingly passed but ...
AGM Reports
JPMorgan Global Growth AGM 2022
Post Date: November 4, 2022
Yesterday I attended the Annual General Meeting of JPMorgan Global Growth and Income Plc (JGGI). This is a global investment trust as the name implies and the meeting was a “hybrid” AGM with a number of shareholders present in person but I attended on-line. Questions could be posed on-line but voting was only via proxy in advance for those attending on-line. I found this a perfectly satisfactory arrangement.
The meeting commenced with a presentation from the managers after brief words from the ...
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