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 Acc34.3169.96-18.830.08Buy
JPM Asia C Acc54.3163.5698.64151.900.85Buy
JPM Balanced Managed C Acc10.9723.42-47.241.12Buy
JPM Diversified Real Return C Acc12.9814.9323.3014.821.41Buy
JPM Emerging Europe Equity C Acc40.9114.6326.7382.202.51Buy
JPM Emerging Europe Equity B Acc40.4913.0324.6382.202.25Buy
JPM Emerging Markets B Acc48.5138.8355.811,286.790.58Buy
JPM Emerging Markets Income C Acc39.0325.95-329.413.85Buy
JPM Europe Dynamic Ex UK C Acc41.1843.48146.77766.861.37Buy
JPM Europe Dynamic Ex UK C Hedged Acc GBP25.7631.92142.13766.861.51Buy
JPM Europe C Acc36.7242.25133.87198.951.69Buy
JPM Europe B Acc36.3641.22130.55198.951.49Buy
JPM Europe Smaller Companies C Acc36.7770.38181.51199.240.66Buy
JPM Global Equity Income C Hedged Acc GBP15.7924.30-64.493.12Buy
JPM Global Equity Income C Acc27.7447.7195.6364.493.07Buy
JPM Global Macro Opportunities C Acc-2.3926.18-773.321.24Buy
JPM Global Unconstrained Equity C Acc34.7453.02113.03274.330.62Buy
JPM Global Ex UK Bond C Acc-10.4116.7396.551.00Buy
JPM Global Financials C Acc40.6748.24121.26140.241.75Buy
JPM Global High Yield Bond C Gr Acc12.0111.6236.21157.485.60Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
JPM America Equity C Inc34.3469.85-18.830.08Buy
JPM Asia C Inc54.3263.6098.52151.900.85Buy
JPM Balanced Managed C Inc10.8923.43-47.241.11Buy
JPM Emerging Europe Equity C Inc40.7514.4026.3282.202.49Buy
JPM Emerging Markets B Inc48.4438.7455.731,286.790.58Buy
JPM Emerging Markets Income C Inc37.3024.45-329.413.95Buy
JPM Emerging Markets Income B Inc37.0723.66-329.414.01Buy
JPM Europe Dynamic Ex UK C Inc41.2543.60146.89766.861.39Buy
JPM Europe Equity Absolute Alpha C Hedged (perf) Dis NAV GBP-0.9214.01-227.14-Buy
JPM Europe C Inc36.7042.26133.74198.951.72Buy
JPM Europe Smaller Companies C Inc36.7770.32181.32199.240.63Buy
JPM Global Convertibles EUR C Hedged Dis GBP NAV8.729.3843.691,574.32-Buy
JPM Global Equity Income C Inc27.7847.5995.4164.493.13Buy
JPM Global Equity Income C Hedged Inc GBP14.4722.6174.5564.493.19Buy
JPM Global Unconstrained Equity B Inc34.3952.14111.81274.330.41Buy
JPM Global Unconstrained Equity C Inc34.6952.93112.89274.330.63Buy
JPM Global Ex UK Bond C Inc0.0710.4416.8796.551.00Buy
JPM Global Financials C Inc40.7948.28121.02140.241.79Buy
JPM Global High Yield Bond C Monthly10.788.4330.23157.485.62Buy
JPM Global High Yield Bond C Inc11.509.1531.03157.485.66Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
JP Morgan American IT plc31.1863.20127.66-4.44389.82Buy
JP Morgan European IT Growth32.4140.18144.86-10.02332.01Buy
JP Morgan Global Growth & Income plc51.5369.18138.95-1.28304.40Buy
JP Morgan Global Emerging Markets Income Trust plc ORD 1P41.5820.4042.45-3.08127.94Buy
JP Morgan US Smaller Companies IT PLC Ord 2.5P48.8774.11166.83-7.13275.13Buy
The Mercantile Investment Trust Plc18.2140.87144.02-10.152,168.16Buy
JP Morgan Asian IT plc Ord 25P58.8261.8798.54-9.72350.31Buy
JP Morgan Chinese IT plc52.3558.16100.50-14.01269.08Buy
JP Morgan Elect Managed Cash1.101.551.96-1.18102.21Buy
JP Morgan Elect Managed Growth27.6342.47113.38-2.63758.99Buy
JP Morgan Elect Managed Income19.2427.2384.019.33102.21Buy
JP Morgan European IT Income42.4949.69173.11-5.86174.47Buy
JP Morgan Global Convertibles Income12.722.89--4.51101.19Buy
JP Morgan Indian IT plc40.7576.82132.53-9.86782.66Buy
JP Morgan Japanese IT plc27.3483.85156.71-10.20405.33Buy
JP Morgan Mid Cap IT plc10.9250.57214.94-11.521,184.40Buy
JP Morgan Smaller Cos IT plc18.1126.62131.54-18.751,168.66Buy
JP Morgan Smaller Cos IT plc Sub Shs 0.1p-53.03----Buy
JP Morgan Brazil Investment Trust plc39.30-6.48-18.93-10.7168.88Buy
JP Morgan Emerging Markets IT plc40.7543.1364.27-12.43886.67Buy
JP Morgan Japan Smaller Companies Trust Plc25.2886.73170.83-12.77391.19Buy
JP Morgan Russian Securities plc46.3721.8022.75-15.87563.41Buy