J.P. Morgan Asset Management

About Us

What we believe in

What makes J.P. Morgan Asset Management different from other investment managers?

 

  • Team-based investment management using disciplined processes.
  • Depth and breadth of expertise in every key asset class and market.
  • New and ground-breaking ideas to widen clients’ investment opportunities.

 

When you invest with J.P. Morgan Asset Management, you are teaming up with one of the largest and best-known names in investment management. We’re part of JPMorgan Chase & Co, which provides retail banking, investment banking and asset management services across the world. Our experience spans more than 150 years – a history that’s reflected in our expertise.

Our clients

Investors around the world — including private individuals, corporations, pension funds, foundations, government bodies and charities — entrust us to make their assets work harder. We look to offer expertise across every key investment class and every economic region — so whatever solution our clients need, we aim to deliver an investment strategy that can help.

Breadth and depth of expertise

We have expertise across every key asset class and investment market so we can offer clients the widest range of investment solutions. We dedicate investment teams to the ‘core’ asset classes of equities, bonds and money markets. To institutional and professional investors, we also offer ‘alternative’ investments such as hedge funds, real estate and managed currency.

In short, we can offer a full spectrum of investment possibilities from conservative to specialist and ‘high-alpha’ strategies. So whether a client is risk-averse or willing to be more aggressive, we can deliver an investment solution that’s appropriate.

Our business is asset management. Through our range of investment funds and segregated strategies, we help different types of investors to harness the potential of investment markets. In this way, we can help each client to make their assets work harder and help them to reach their financial goals more efficiently.

Covering the world

We believe that nothing beats local knowledge. So we have investment teams networked across more than 15 cities across the world, connected by investment hubs in London, New York, Tokyo and Hong Kong.

As a result, our geographic coverage ranges from global funds to regional funds and specialist portfolios concentrating on a single market or sector. And by sharing information across world markets, we can find the best-in-class investment opportunities, wherever they may be.

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
JPM America Equity C Acc13.4668.84-23.670.06Buy
JPM Asia Growth C Acc37.5876.5393.90258.890.69Buy
JPM Emerging Europe Equity C Acc10.1260.297.6984.182.24Buy
JPM Emerging Europe Equity B Acc9.8658.415.6584.182.01Buy
JPM Emerging Markets B Acc28.9857.0355.171,205.890.50Buy
JPM Emerging Markets Income C Acc15.8736.4137.66312.303.61Buy
JPM Europe Dynamic Ex UK C Acc18.7559.07105.33900.671.24Buy
JPM Europe Dynamic Ex UK C Hedged Acc GBP19.9639.77101.15900.671.39Buy
JPM Europe C Acc20.2257.4394.95166.431.57Buy
JPM Europe B Acc19.9156.2292.48166.431.38Buy
JPM Europe Smaller Companies C Acc29.0298.56154.51239.210.99Buy
JPM Europe Strategic Value A Acc NAV EUR13.1329.4566.862,537.79-Buy
JPM Global Equity Income C Hedged Acc GBP18.9937.2874.2973.642.38Buy
JPM Global Equity Income C Acc11.0550.4687.3273.642.48Buy
JPM Global High Yield Bond C Gr Acc6.0015.1121.03128.405.66Buy
JPM Global Macro Opportunities C Acc24.2531.17-964.621.03Buy
JPM Global Unconstrained Equity C Acc9.4351.8192.22454.180.58Buy
JPM Global Ex UK Bond C Gr Acc1.674.6014.9859.151.09Buy
JPM Global Macro Balanced C Acc12.3214.6435.88147.370.61Buy
JPM Japan C Acc24.3787.83167.05624.930.22Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
JPM America Equity C Inc13.4468.78-23.670.06Buy
JPM Asia Growth C Inc37.6076.4393.63258.890.70Buy
JPM Emerging Europe Equity C Inc10.1259.707.3684.182.23Buy
JPM Emerging Markets B Inc28.9256.9855.101,205.890.50Buy
JPM Emerging Markets Income C Inc15.8636.4437.66312.303.73Buy
JPM Emerging Markets Income B Inc15.5535.5136.78312.303.74Buy
JPM Europe Dynamic Ex UK C Inc18.6959.08105.31900.671.33Buy
JPM Europe Equity Absolute Alpha C Hedged (perf) Dis NAV GBP7.063.98-201.46-Buy
JPM Europe C Inc20.2357.4594.97166.431.60Buy
JPM Europe Smaller Companies C Inc29.0998.60154.51239.211.01Buy
JPM Global Convertibles EUR C Hedged Dis GBP NAV9.7013.4836.181,705.12-Buy
JPM Global Equity Income C Inc11.0850.4487.1973.642.51Buy
JPM Global Equity Income C Hedged Inc GBP19.0437.1174.0173.642.41Buy
JPM Global High Yield Bond C Monthly Gr Inc5.8414.7720.61128.405.68Buy
JPM Global High Yield Bond C Gr Inc5.9715.1521.04128.405.66Buy
JPM Global Unconstrained Equity B Inc9.1650.7890.93454.180.38Buy
JPM Global Unconstrained Equity C Inc9.4351.8592.11454.180.58Buy
JPM Global Ex UK Bond C Gr Inc1.634.5615.0459.151.09Buy
JPM Global Macro Balanced C Inc12.2614.5335.83147.370.68Buy
JPM Japan C Inc24.3987.88166.83624.930.21Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
JP Morgan American IT plc13.7651.71126.53-6.09439.80Buy
JP Morgan European IT Growth27.9360.03103.37-8.10359.10Buy
JP Morgan Global Growth & Income plc22.4473.77126.522.26327.60Buy
JP Morgan Global Emerging Markets Income Trust plc ORD 1P21.1434.2036.88-0.96140.10Buy
JP Morgan US Smaller Companies IT PLC Ord 2.5P10.1073.94169.930.37295.90Buy
The Mercantile Investment Trust Plc29.0762.97113.18-9.462,413.30Buy
JP Morgan Asian IT plc Ord 25P38.0569.9493.92-8.54408.90Buy
JP Morgan Chinese IT plc62.7880.58127.04-9.55364.30Buy
JP Morgan Elect Managed Cash Shs 0.001P-0.642.061.55-1.47102.00Buy
JP Morgan Elect Managed Growth Shs 0.00433405P19.6049.9199.15-1.89840.90Buy
JP Morgan Elect Managed Income Shs 0.001P13.2528.8762.85-2.18119.10Buy
JP Morgan European IT Income26.6458.84120.93-7.36185.40Buy
JP Morgan Global Convertibles Income13.5711.99--2.57101.00Buy
JP Morgan Indian IT plc24.1539.1795.69-11.24868.60Buy
JP Morgan Japanese IT plc36.1297.08186.76-8.85498.10Buy
JP Morgan Mid Cap IT plc35.9265.09170.65-7.391,311.90Buy
JP Morgan Brazil Investment Trust plc3.7617.42-17.95-14.8482.20Buy
JP Morgan Emerging Markets IT plc31.5956.1256.27-10.961,023.10Buy
JP Morgan Japan Smaller Companies Trust Plc46.10112.65201.66-9.04499.10Buy
JP Morgan Russian Securities plc4.32125.4520.50-13.67631.30Buy
JP Morgan Income & Capital Trust plc Ord34.6141.8497.14-2.39104.50Buy
JP Morgan Income & Capital Trust plc Package Units19.8827.4160.22-2.15399.60Buy