Monthly Portfolio Update.


    07 May 2026 11:05:37
  • Source: Sharecast
RNS Number : 4098D
JPMorgan Global Core Real Assets Ld
07 May 2026
 

LONDON STOCK EXCHANGE ANNOUNCEMENT

 

JPMORGAN GLOBAL CORE REAL ASSETS LIMITED

("JARA" or the "Company")

 

MONTHLY PORTFOLIO UPDATE

 

 

Legal Entity Identifier: 549300D8JHZTH6GI8F97

 

Fourth Compulsory Partial Redemption of Shares (the "Redemption")

 

On 1st May 2026, the Company announced the details of the Redemption. In summary, the Company will return approximately £24.0 million to shareholders, which equates to circa 46.5% of the Company's current issued share capital. Payment is expected to be made to Shareholders by 15th May 2026.

 

Net Asset Value

 

The Company's unaudited net asset value ('NAV') as at 30th April 2026 was 94.25 pence per share (31st March 2026 NAV: 96.25 pence per share), a decrease of 2.1%. The Company's share price as at 30th April 2026 was 86.20 pence and the discount to NAV was 8.5%.

 

An analysis of the components of this NAV, and the relevant dates for their valuation, are provided below.

 

Strategies

 

Name

Date of price for Strategy

% of JARA's NAV as at 30th April 2026

Real Estate Equity - US

31st March 2026

45.1%

Infrastructure

31st March 2026

4.0%

Net current assets including cash * - held in Sterling

30th April 2026

50.9%

 

* principally monies to be returned under the Redemption.

 

Exchange Rates

The GBP/USD exchange rate was 1.35885 as at 30th April 2026 (31st March 2026: 1.31870).

 

 

 

7th May 2026

 

For and on behalf of

JPMorgan Funds Limited - Company Secretary

E-mail: jpmam.investment.trusts@jpmorgan.com

Telephone: 0800 20 40 20 (or +44 1268 44 44 70)

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