# JPMorgan Claverhouse Investment Trust PLC (JCH)

**Source:** https://fundology.uk/fund/jch · ISIN GB0003422184 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## 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 30/09/2026, JCH (JPMorgan Claverhouse Investment Trust PLC, ISIN GB0003422184) closed at £9.52 on the London Stock Exchange. Over the five years to 30/09/2026 its price changed by +30.8% (income paid out is not included), or +3.4% 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: **£9.52** (30/09/2026).

## Key facts

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

## Past returns (periods to 30/09/2026)

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

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +13.33% | +10.25% | price only |
| 3 years | +46.24% | +32.78% | price only |
| 5 years | +30.77% | +3.41% | price only |

Returns: Fundology, from recorded daily closes. Inflation: ONS 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 +2.0%, 2025 +23.5%; 2026 to 30/09/2026 +10.4%. Returns of JPMorgan Claverhouse Investment Trust PLC in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +17.1%; to 30/09/2025: +14.5%; to 30/09/2024: +6.0%; to 30/09/2023: +3.7%; to 30/09/2022: −13.8%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -9.3% | -17.0% | Price |
| 2023 | -2.3% | -6.2% | Price |
| 2024 | +2.0% | -1.4% | Price |
| 2025 | +23.5% | +19.3% | Price |
| 2026 to 30/09/2026 | +10.4% | +7.4% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 13.90% | -9.80% |
| 3 years | 12.80% | -9.80% |
| 5 years | 14.51% | -19.02% |

## Largest fall

Volatility of JPMorgan Claverhouse Investment Trust PLC in pounds, annualised from weekly returns to 30/09/2026: 13.9% over 1 year, 12.8% over 3 years, 14.5% over 5 years. Largest fall in the price of JPMorgan Claverhouse Investment Trust PLC since October 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 30/09/2026 the price of JPMorgan Claverhouse Investment Trust PLC was 3.3% below its highest weekly close since October 2021 (07/08/2026), in pounds.

## Charges & eligibility

- ISA eligible: yes
- SIPP eligible: yes

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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.