JPMorgan Claverhouse Investment Trust Plc (JCH)

Category UK Large-Cap Equity
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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

874.00p

Buy

880.00p

arrow-down-2.00p (-0.23%)

Discount/Premium

-4.20%

Estimated NAV

920.661p

Prices updated at 08 Jan 2026, 09:09 GMT
| Prices minimum 15 mins delay
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Prices in GBX
Investment objective
To provide a combination of capital and income growth from a portfolio consisting mostly of companies listed on the London Stock Exchange.
FTSE All-Share
arrow-down-0.27%
LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year
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This fundPeer group index
31 Dec 15 - 31 Dec 167.227.43
31 Dec 16 - 31 Dec 1721.7913.42
31 Dec 17 - 31 Dec 18-5.47-10.39
31 Dec 18 - 31 Dec 1921.4522.53
31 Dec 19 - 31 Dec 20-12.20-7.84
31 Dec 20 - 31 Dec 2124.3118.67
31 Dec 21 - 31 Dec 22-5.080.08
31 Dec 22 - 31 Dec 232.863.91
31 Dec 23 - 31 Dec 248.2510.32
31 Dec 24 - 31 Dec 2528.8522.18

Primary benchmark: FTSE All-Share TR

Peer group index: Morningstar IT UK Equity Income

Trailing returns (%)

Year
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This fundPeer group index
1 Day-0.45-0.31
1 Month5.254.22
3 Months6.306.44
6 Months15.1210.31
1 Year31.2324.07
3 Years annualised12.8411.48
5 Years annualised10.8010.41

Primary benchmark: FTSE All-Share TR

Peer group index: Morningstar IT UK Equity Income

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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