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 Acc12.1071.93-21.570.07Buy
JPM Asia Growth C Acc26.2583.84104.64216.350.73Buy
JPM Balanced Managed C Acc13.1930.1566.8913.231.06Buy
JPM Emerging Europe Equity C Acc15.3239.3414.1383.432.32Buy
JPM Emerging Europe Equity B Acc15.0437.5711.8983.432.08Buy
JPM Emerging Markets B Acc18.0856.1459.251,121.090.52Buy
JPM Emerging Markets Income C Acc8.5533.4541.43300.053.67Buy
JPM Europe Dynamic Ex UK C Acc20.6069.39127.82867.041.26Buy
JPM Europe Dynamic Ex UK C Hedged Acc GBP22.4548.94118.54867.041.45Buy
JPM Europe C Acc20.3166.72111.24169.391.59Buy
JPM Europe B Acc19.9865.41108.58169.391.40Buy
JPM Europe Smaller Companies C Acc21.32117.13172.83227.410.61Buy
JPM Europe Strategic Value A Acc NAV EUR20.8937.5872.192,619.39-Buy
JPM Global Equity Income C Hedged Acc GBP16.1936.8668.4468.532.65Buy
JPM Global Equity Income C Acc11.8959.5287.1768.532.68Buy
JPM Global High Yield Bond C Gr Acc6.7513.4424.73138.035.38Buy
JPM Global Macro Opportunities C Acc12.9939.10-897.951.09Buy
JPM Global Unconstrained Equity C Acc11.4458.7096.86265.570.60Buy
JPM Global Ex UK Bond C Gr Acc-0.948.0415.5862.941.07Buy
JPM Global Financials C Acc26.1462.97104.74151.721.57Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
JPM America Equity C Inc12.0972.02-21.570.07Buy
JPM Asia Growth C Inc26.2183.72104.48216.350.74Buy
JPM Balanced Managed C Inc13.2530.1066.8113.231.05Buy
JPM Emerging Europe Equity C Inc15.2838.9913.7683.432.30Buy
JPM Emerging Markets B Inc18.0956.1559.251,121.090.52Buy
JPM Emerging Markets Income C Inc8.5733.5041.46300.053.77Buy
JPM Emerging Markets Income B Inc8.3232.7440.81300.053.77Buy
JPM Europe Dynamic Ex UK C Inc20.6169.47127.97867.041.35Buy
JPM Europe Equity Absolute Alpha C Hedged (perf) Dis NAV GBP4.3010.89-211.04-Buy
JPM Europe C Inc20.2766.58111.06169.391.63Buy
JPM Europe Smaller Companies C Inc21.36117.14172.75227.410.58Buy
JPM Global Convertibles EUR C Hedged Dis GBP NAV8.3816.5237.831,571.71-Buy
JPM Global Equity Income C Inc11.9359.4487.0768.532.74Buy
JPM Global Equity Income C Hedged Inc GBP16.1936.5167.9768.532.70Buy
JPM Global High Yield Bond C Monthly Gr Inc5.9012.4923.68138.035.40Buy
JPM Global High Yield Bond C Gr Inc6.6913.3824.56138.035.38Buy
JPM Global Unconstrained Equity B Inc11.1757.7195.63265.570.40Buy
JPM Global Unconstrained Equity C Inc11.4058.6896.72265.570.61Buy
JPM Global Ex UK Bond C Gr Inc-0.918.0815.7262.941.07Buy
JPM Global Financials C Inc26.1562.90104.44151.721.61Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
JP Morgan American IT plc13.2664.38122.64-4.61410.40Buy
JP Morgan European IT Growth25.0872.72120.65-8.07352.30Buy
JP Morgan Global Growth & Income plc29.0288.90134.771.67316.60Buy
JP Morgan Global Emerging Markets Income Trust plc ORD 1P12.6129.7146.67-0.48134.90Buy
JP Morgan US Smaller Companies IT PLC Ord 2.5P25.5693.87176.82-4.22293.00Buy
The Mercantile Investment Trust Plc28.2663.93123.12-10.022,311.50Buy
JP Morgan Asian IT plc Ord 25P27.6981.6596.77-8.39388.60Buy
JP Morgan Chinese IT plc36.1784.66128.31-12.90331.80Buy
JP Morgan Elect Managed Cash0.601.301.81-1.13101.90Buy
JP Morgan Elect Managed Growth17.5257.21102.31-2.38799.00Buy
JP Morgan Elect Managed Income13.4434.4568.27-2.96116.70Buy
JP Morgan European IT Income32.5770.32134.87-7.09183.10Buy
JP Morgan Global Convertibles Income14.5112.09--0.30101.30Buy
JP Morgan Indian IT plc11.1770.99104.77-10.27837.50Buy
JP Morgan Japanese IT plc12.81100.20164.56-11.60444.30Buy
JP Morgan Mid Cap IT plc31.8171.17176.73-10.081,253.90Buy
JP Morgan Smaller Cos IT plc34.7763.59117.38-18.631,273.20Buy
JP Morgan Brazil Investment Trust plc9.6715.06-10.41-14.3084.60Buy
JP Morgan Emerging Markets IT plc15.0956.0762.54-11.71971.80Buy
JP Morgan Japan Smaller Companies Trust Plc23.51103.86186.31-10.34434.30Buy
JP Morgan Russian Securities plc15.9956.5218.40-15.91592.80Buy
JP Morgan Income & Capital Trust plc Ord23.6542.37104.96-6.40102.30Buy