# JPMorgan Claverhouse Investment Trust PLC (JCH)

**Page:** https://fundology.uk/fund/jch · ISIN GB0003422184

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 13/11/2026, JCH (JPMorgan Claverhouse Investment Trust PLC, ISIN GB0003422184) closed at £9.48 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by +22.5% (income paid out is not included), or −4.4% after UK CPIH inflation.

## Summary

JPMorgan Claverhouse Investment Trust PLC is an investment trust. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.

Latest close: **£9.48** (13/11/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | JCH |
| ISIN | GB0003422184 |
| Category | Investment trusts |
| Type | Investment trust |
| Domicile | United Kingdom |

## Past returns (periods to 13/11/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after UK CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +14.49% | +10.44% | price only |
| 3 years | +47.20% | +33.00% | price only |
| 5 years | +22.48% | -4.40% | price only |

Returns: worked out from recorded daily closes. Inflation: UK CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of JPMorgan Claverhouse Investment Trust PLC in pounds (price only, income paid out not included): 2022 −9.3%, 2023 −2.3%, 2024 +2.9%, 2025 +23.3%; 2026 to 13/11/2026 +9.2%. Returns of JPMorgan Claverhouse Investment Trust PLC in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +13.3%; to 30/09/2025: +18.3%; to 30/09/2024: +6.0%; to 30/09/2023: +3.7%; to 30/09/2022: −11.3%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -9.3% | -17.0% | Price |
| 2023 | -2.3% | -6.2% | Price |
| 2024 | +2.9% | -0.6% | Price |
| 2025 | +23.3% | +19.1% | Price |
| 2026 to 13/11/2026 | +9.2% | +5.7% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 14.21% | -9.80% |
| 3 years | 12.91% | -9.80% |
| 5 years | 14.57% | -19.02% |

## Largest fall

Volatility of JPMorgan Claverhouse Investment Trust PLC in pounds, annualised from weekly returns to 13/11/2026: 14.2% over 1 year, 12.9% over 3 years, 14.6% over 5 years. Largest fall in the price of JPMorgan Claverhouse Investment Trust PLC since November 2021, in pounds: −19.0% from 07/01/2022 to 18/08/2023. The lowest 12-month return of JPMorgan Claverhouse Investment Trust PLC in pounds (price only, income paid out not included) since January 2021 was −13.4% (12 months to 21/10/2022); the highest was +28.4% (12 months to 10/04/2026). On 13/11/2026 the price of JPMorgan Claverhouse Investment Trust PLC was 3.7% below its highest weekly close since November 2021 (07/08/2026), in pounds.

## Charges & eligibility

- Stocks and shares ISA eligible: usually (check with your platform)
- SIPP eligible: usually (check with your provider)
- ISA and SIPP mean the kind of product usually qualifies under HMRC rules. We do not check each platform’s list — each provider decides which funds it offers. Crypto ETNs have not qualified for a stocks and shares ISA since 06/04/2026, and overseas funds that are not UK-recognised UCITS, such as Swiss ETFs, do not usually qualify.

## Questions people ask

**What is the ISIN of JCH?**

The ISIN of JCH is GB0003422184. An ISIN identifies one exact share class of a fund; JCH is its ticker on the London Stock Exchange.

**What were JCH’s returns in each of the last five years?**

Calendar-year returns of JCH in pounds (price only, income paid out not included): 2022 −9.3%, 2023 −2.3%, 2024 +2.9%, 2025 +23.3%; 2026 to 13/11/2026 +9.2%. Past performance is not a guide to future returns.

**How has JCH done after inflation?**

Over the five years to 13/11/2026 JCH’s price changed by +22.5% (income paid out is not included), or −4.4% after UK CPIH inflation. Past performance is not a guide to future returns.

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.
