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 Acc29.7068.49-18.690.08Buy
JPM Asia C Acc42.2962.3477.34123.730.87Buy
JPM Balanced Managed C Acc8.8123.07-47.181.13Buy
JPM Diversified Real Return C Acc12.1615.51-14.821.40Buy
JPM Emerging Europe Equity C Acc30.8427.819.1282.582.52Buy
JPM Emerging Europe Equity B Acc30.4326.027.3782.582.26Buy
JPM Emerging Markets B Acc38.1242.1440.321,253.870.60Buy
JPM Emerging Markets Income C Acc31.2531.12-325.173.37Buy
JPM Europe Dynamic Ex UK C Acc33.0738.92122.61734.901.41Buy
JPM Europe Dynamic Ex UK C Hedged Acc GBP21.7732.18122.51734.901.54Buy
JPM Europe C Acc28.9837.42108.74190.741.76Buy
JPM Europe B Acc28.5836.44105.75190.741.55Buy
JPM Europe Smaller Companies C Acc32.9956.93148.23188.330.69Buy
JPM Global Equity Income C Hedged Acc GBP13.4825.57-64.792.94Buy
JPM Global Equity Income C Acc25.3548.9687.6564.792.77Buy
JPM Global Macro Opportunities C Acc-4.9621.15-781.111.28Buy
JPM Global Unconstrained Equity C Acc27.9354.49102.23274.390.63Buy
JPM Global Ex UK Bond C Acc0.2610.5517.52101.261.04Buy
JPM Global Financials C Acc35.0849.55101.57148.941.75Buy
JPM Global High Yield Bond C Gr Acc11.4511.0633.04159.755.85Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
JPM America Equity C Inc29.7068.49-18.690.08Buy
JPM Asia C Inc42.3462.3977.32123.730.88Buy
JPM Balanced Managed C Inc8.7523.02-47.181.12Buy
JPM Emerging Europe Equity C Inc30.7327.568.7682.582.50Buy
JPM Emerging Markets B Inc38.1142.1040.251,253.870.59Buy
JPM Emerging Markets Income C Inc31.2531.17-325.173.50Buy
JPM Emerging Markets Income B Inc31.0430.39-325.173.57Buy
JPM Europe Dynamic Ex UK C Inc33.0939.04122.72734.901.44Buy
JPM Europe Equity Absolute Alpha C Hedged (perf) Dis NAV GBP3.4017.28-240.57-Buy
JPM Europe C Inc28.8937.45108.64190.741.79Buy
JPM Europe Smaller Companies C Inc33.0156.90148.09188.330.66Buy
JPM Global Convertibles EUR C Hedged Dis GBP NAV6.709.2638.651,611.58-Buy
JPM Global Equity Income C Inc25.3048.9787.4464.792.83Buy
JPM Global Equity Income C Hedged Inc GBP13.4125.1767.0264.792.98Buy
JPM Global Unconstrained Equity B Inc27.5653.67101.15274.390.41Buy
JPM Global Unconstrained Equity C Inc27.9554.50102.16274.390.63Buy
JPM Global Ex UK Bond C Inc0.3510.5717.64101.261.04Buy
JPM Global Financials C Inc35.1449.63101.36148.941.79Buy
JPM Global High Yield Bond C Monthly10.638.2827.71159.755.87Buy
JPM Global High Yield Bond C Inc10.938.5328.00159.755.83Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
JP Morgan American IT plc30.0367.61118.90-4.23391.58Buy
JP Morgan European IT Growth24.7337.36120.76-8.09319.87Buy
JP Morgan Global Growth & Income plc44.9968.52119.91-3.34306.23Buy
JP Morgan US Smaller Companies IT PLC Ord 2.5P51.9674.18164.57-4.94280.35Buy
The Mercantile Investment Trust Plc18.1134.22118.97-9.872,122.52Buy
JP Morgan Asian IT plc Ord 25P44.4358.8569.59-10.19337.95Buy
JP Morgan Chinese IT plc35.2555.2778.68-13.73258.48Buy
JP Morgan Elect Managed Cash1.101.551.96-1.08102.10Buy
JP Morgan Elect Managed Growth21.2238.0793.64-3.73748.94Buy
JP Morgan Elect Managed Income15.3722.0365.725.78102.10Buy
JP Morgan European IT Income24.8038.31131.70-8.79167.74Buy
JP Morgan Global Convertibles Income11.282.38--4.93101.37Buy
JP Morgan Indian IT plc40.1295.05110.14-10.24789.85Buy
JP Morgan Japanese IT plc15.6172.50115.72-13.05389.45Buy
JP Morgan Mid Cap IT plc11.3440.34185.37-9.551,163.05Buy
JP Morgan Smaller Cos IT plc11.9118.39101.17-19.621,131.43Buy
JP Morgan Smaller Cos IT plc Sub Shs 0.1p-65.28----Buy
JP Morgan Brazil Investment Trust plc41.480.50-27.86-13.6674.99Buy
JP Morgan Emerging Markets IT plc33.0048.5747.30-13.40877.63Buy
JP Morgan Global Emerging Markets Income Trust plc ORD 1P32.0924.3735.46-3.70128.50Buy
JP Morgan Japan Smaller Companies Trust Plc15.2181.69132.65-12.54375.73Buy
JP Morgan Russian Securities plc39.5037.324.63-15.47568.28Buy

Disclaimer

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Remember, the value of your investments and the income from them can go down and up, and you may not get back as much as you paid in.