JPM Cautious Total Return Fund
- Aims to provide positive annualised returns of cash plus 3% over the medium to long term through all market conditions, with a focus on preserving capital
- Offers investors the prospect of a more substantial return on their savings than a building society account, althought returns are not guaranteed and you may still get back less than you invested
- Uses a flexible multi-asset approach, allocating more of the portfolio to equities if stock markets are performing well (maximum of 40% exposure), or moving towards cash and bonds (up to 100%) to take a more defensive position when stock markets are volatile
Why invest?
If you want a more cautious approach, with a goal of steady longer term growth that beats inflation, this could be an ideal option.
Important information on the investment objective of this fund
The investment objective of the Cautious Total Return Fund has been corrected in the Simplified Prospectus. The target investment horizon is over the medium term and not the longer term as recently stated. A medium term horion is 2-3 years. The fund has been and continues to be managed in accordance with the Fund's Prospectus which correctly states a medium term investment horizon
** Deposits with major banks or any investment with a maturity of under 1 year.
