Mello Investment Trusts & Funds

Zoom Webinar, hosted by Karin Schulte

Tuesday 24th February 2026

1:00pm - 3:00pm

PROGRAMME

  • JPMorgan Claverhouse Investment Trust (JCH) offers investors direct access to the long-term growth and income potential of the UK stock market. The trust focuses on attractively valued, high-quality UK companies that have the ability to deliver consistent and growing dividends. Managed by a team of seasoned UK equity portfolio managers – Anthony Lynch, Katen Patel, and Callum Abbot, each with over 13 years of industry experience – the trust employs a disciplined, bottom-up investment approach. This strategy targets long-term income and growth by selecting UK stocks with strong value, quality, and momentum characteristics. Demonstrating its commitment to providing a reliable and growing income for investors, the trust has increased its dividends for over 20 consecutive years, earning AIC Dividend Hero* status.

    Anthony Lynch, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. He is a member of the UK Mid and Small Cap investment team, with additional responsibilities for sustainable, long/short and equity income mandates investing in the listed UK market. An employee since 2009, Anthony joined the firm as a graduate trainee. He obtained a B.A. (Hons) in Economics from Durham University and is a CFA charterholder.

  • Kernow is a contrarian investment manager specialising exclusively in UK equities.

    Recognised as one of the 2023 Tomorrow’s Titans: Rising Stars by the Hedge Fund Journal, Kernow manages capital on behalf of sophisticated investors, including Norges Bank Investment Management, family offices and a leading multi-strategy hedge fund.

    Its strategy is also accessible via the Kernow Equity Navigator Fund, available through UK wealth managers and the AJ Bell investment platform

SUBJECT TO MINOR CHANGE