36
FUND PROFILE
MAY 2012
J.P. Morgan Asset Management is one of the largest and best-known names in investment management in the world, offering a wide range of funds across asset classes and geographies.
Investment teams are dedicated to the core asset classes of equities, bonds and money markets.
The firm offers products designed for clients with different risk profiles, from the risk-averse to the aggressive.
Hubs in London, New York, Tokyo and Hong Kong connect teams in more than 15 cities across the world that deliver global funds, regional funds and country or sector-specific funds.
The firm shares information across world markets in order to attempt to find the best-in-class investment opportunities.
Their particular strengths come in emerging markets, with the emerging markets small cap fund a strong performer.
Specialist funds in Africa, Russia and Korea are also highly-rated, while the firm has a large presence in the US market.
J.P. Morgan Asset Management’s UK Smaller Companies and US Smaller Companies funds have strong track records in recent years, while JPM Latin American Equity has been delivering high returns since the 1980s and the firm has recently opened a Brazil fund to capitalise on the high- growth in that merging market.
NAME JPM Natural Resources JPM US Equity Income JPM MultiManager Growth JPM Global Property Securities JPM Emerging Markets FE CROWN FUND RATING 1 YEAR -31.2 5.3 -12.9 -1.2 -12.1
TOP RATED FUNDS 3 YEAR 25.7 53.3 30
5 YEAR -4.6 -17.5 62.4 33.6 -35.4 27.2
NAME David Mitchinson
FUND NAME JPM Japan
1YR 1.6
3YR 29.9
ALPHA MANAGERS 5YR
10YR -15.7 58.6
NAME JPM US Smaller Companies JPM US Equity Income JPM Strategic Bond JPM Natural Resources JPM Global Consumer Trends
AFI AGGRESSIVE Yes Yes Yes Yes Yes
AFI BALANCED No Yes Yes Yes No
FE ADVISER FUND INDEX CONSTITUENTS AFI CAUTIOUS No No
1YR -10.9 5.3 Yes No Yes 2.3 -31.2 -12.7 3YR 65.2 53.3 27.7 25.7 32.8
Data source: FE. Calculation basis: bid to bid, net income re-invested, in UK Sterling to 17th May 2012. Past performance is no guarantee of future results. FE does not accept responsibility for any damages or losses which may arise from use of this information. Care has been taken to ensure that the information is correct but FE neither warrants, represents nor guarantees the contents of the information. FE Crown Fund Ratings are based on quant analysis of consistency, volatility and performance of a fund. FE Alpha Manager Ratings identify the best fund managers in the UK, using quant based analysis from 1 Jan 2000. FE AFI represents a portfolio of funds based on different investment attitudes, chosen by the UK’s leading IFAs. For more information visit
www.trustnet.com
-4.6 5YR 32.1
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