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 Acc16.5162.23-19.290.07Buy
JPM Asia C Acc32.9968.93106.36192.330.75Buy
JPM Balanced Managed C Acc7.9819.8663.4444.181.11Buy
JPM Emerging Europe Equity C Acc22.7219.7013.1181.222.41Buy
JPM Emerging Europe Equity B Acc22.4418.1511.0581.222.16Buy
JPM Emerging Markets B Acc24.5345.9459.331,316.110.53Buy
JPM Emerging Markets Income C Acc16.2826.4643.47294.553.69Buy
JPM Europe Dynamic Ex UK C Acc25.4953.54138.93832.701.29Buy
JPM Europe Dynamic Ex UK C Hedged Acc GBP19.4932.84122.83832.701.53Buy
JPM Europe C Acc23.8951.59119.02167.111.64Buy
JPM Europe B Acc23.5850.46116.29167.111.44Buy
JPM Europe Smaller Companies C Acc22.0788.42183.16209.510.64Buy
JPM Europe Strategic Value A Acc NAV EUR22.6824.1870.472,586.57-Buy
JPM Global Equity Income C Hedged Acc GBP10.2722.9763.0665.942.80Buy
JPM Global Equity Income C Acc14.0647.9384.0865.942.76Buy
JPM Global High Yield Bond C Gr Acc5.828.8925.62135.785.59Buy
JPM Global Macro Opportunities C Acc2.2428.94-789.611.18Buy
JPM Global Unconstrained Equity C Acc16.7948.88100.20269.240.61Buy
JPM Global Ex UK Bond C Gr Acc-1.709.0616.7771.371.15Buy
JPM Global Financials C Acc34.0952.53114.00149.031.62Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
JPM America Equity C Inc16.5162.15-19.290.07Buy
JPM Asia C Inc32.9468.82106.23192.330.76Buy
JPM Balanced Managed C Inc8.0919.8863.4644.181.10Buy
JPM Emerging Europe Equity C Inc22.6719.3512.7281.222.39Buy
JPM Emerging Markets B Inc24.5445.9359.311,316.110.53Buy
JPM Emerging Markets Income C Inc16.2726.4843.46294.553.79Buy
JPM Emerging Markets Income B Inc15.9625.6442.91294.553.79Buy
JPM Europe Dynamic Ex UK C Inc25.5253.58139.04832.701.39Buy
JPM Europe Equity Absolute Alpha C Hedged (perf) Dis NAV GBP4.3010.53-201.10-Buy
JPM Europe C Inc23.9551.57118.93167.111.67Buy
JPM Europe Smaller Companies C Inc22.0688.29182.92209.510.61Buy
JPM Global Convertibles EUR C Hedged Dis GBP NAV5.518.3035.661,587.52-Buy
JPM Global Equity Income C Inc14.0447.9283.9465.942.82Buy
JPM Global Equity Income C Hedged Inc GBP10.3322.6362.5965.942.84Buy
JPM Global High Yield Bond C Monthly Gr Inc4.577.5624.08135.785.62Buy
JPM Global High Yield Bond C Gr Inc5.838.9025.53135.785.67Buy
JPM Global Unconstrained Equity B Inc16.4647.9098.89269.240.40Buy
JPM Global Unconstrained Equity C Inc16.7448.92100.13269.240.61Buy
JPM Global Ex UK Bond C Gr Inc-1.798.9116.8171.371.16Buy
JPM Global Financials C Inc34.1152.53113.69149.031.66Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
JP Morgan American IT plc16.5557.20122.20-3.73401.90Buy
JP Morgan European IT Growth28.8457.65127.99-10.21344.70Buy
JP Morgan Global Growth & Income plc36.6373.99126.361.07309.20Buy
JP Morgan Global Emerging Markets Income Trust plc ORD 1P11.9819.8041.17-2.65134.70Buy
JP Morgan US Smaller Companies IT PLC Ord 2.5P25.8078.56170.47-4.36272.10Buy
The Mercantile Investment Trust Plc22.5047.27127.52-9.502,206.60Buy
JP Morgan Asian IT plc Ord 25P34.2870.10107.33-7.54381.80Buy
JP Morgan Chinese IT plc33.6060.36122.75-13.93307.90Buy
JP Morgan Elect Managed Cash1.101.551.96-1.37102.40Buy
JP Morgan Elect Managed Growth16.0041.44101.82-3.44773.60Buy
JP Morgan Elect Managed Income13.7324.3468.788.64102.40Buy
JP Morgan European IT Income33.3161.00153.03-8.06181.10Buy
JP Morgan Global Convertibles Income13.004.20--2.13100.90Buy
JP Morgan Indian IT plc15.3669.94122.60-9.93825.50Buy
JP Morgan Japanese IT plc14.6374.17151.93-12.52423.80Buy
JP Morgan Mid Cap IT plc15.7054.14191.14-12.291,204.50Buy
JP Morgan Smaller Cos IT plc26.0036.30127.64-20.421,218.00Buy
JP Morgan Brazil Investment Trust plc9.60-3.45-16.70-16.0479.80Buy
JP Morgan Emerging Markets IT plc20.5051.8764.13-11.95959.10Buy
JP Morgan Japan Smaller Companies Trust Plc21.5477.97170.09-13.31420.60Buy
JP Morgan Russian Securities plc17.4322.007.92-17.30561.20Buy
JP Morgan Income & Capital Trust plc Ord27.9328.92115.28-5.07100.60Buy