Mello Investment Trusts & Funds

Zoom Webinar, hosted by Karin Schulte

Tuesday 17th March 2026

1:00pm - 3:00pm

Keynote Speaker: Max King

Investment Columnist & Former Fund Manager

PROGRAMME

  • Max has an Economics degree from the University of Cambridge and is a chartered accountant. He worked at Investec Asset Management for 12 years, managing multi-asset funds investing in internally and externally managed funds, including investment trusts. This included a fund of investment trusts which grew to £120m+. Max has managed ten investment trusts (winning many awards) and sat on the boards of three trusts – one directorship is still active.

    After 39 years in financial services, including 30 as a professional fund manager, Max took semi-retirement in 2017. Max has been a MoneyWeek columnist since 2016 writing about investment funds and more generally on markets online, plus occasional opinion pieces. He also writes for the Investment Trust Handbook each year and has contributed to The Daily Telegraph and other publications.

  • Emily Whiting, managing director, is a Investment Specialist within the Emerging Markets and Asia Pacific (EMAP) Equities team, based in London. An employee since 2005, Emily previously worked in the London Request for Proposal Group, specialising in Far East and Emerging Markets equity products.  Emily obtained a B.Sc in Money, Banking and Finance from the University of Birmingham

    JPMorgan Asia Growth & Income (JAGI) is designed to provide total return by investing in equities listed on the stock markets of Asia, excluding Japan. The Trust follows a disciplined, risk-aware investment approach and has the flexibility to select its highest-conviction ideas across any market or sector within the region. To deliver both growth and income to investors, JAGI utilises an enhanced dividend strategy, paying regular quarterly dividends equivalent to 1.5% of the net asset value (NAV) at the end of each quarter, provided there are no unforeseen circumstances. The portfolio typically consists of 50 to 80 diversified stocks.

SUBJECT TO MINOR CHANGE