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JPM Cautious Total Return Fund

Targets cash plus returns in a variety of market environments

Unlike most funds in the cautious managed sector, the JPM Cautious Total Return Fund aims to deliver investors a return relative to cash over the medium term rather than just following the market index.

Key selling points – at a glance

  • Focused on capital preservation – flexible portfolio limited to a maximum 40% equity exposure, aiming to provide some downside protection in difficult markets
  • Targets cash plus returns – aims to deliver returns in excess of cash over the medium term with low levels of volatility
  • Ideal for wide-ranging investor needs – provides an alternative to bond and balanced funds for cautious investors; can improve overall portfolio diversification
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The fund’s hallmark: flexibility to adapt to a variety of market conditions

The fund seeks to pursue positive returns whether stock markets are going up or down through its ability to shift its allocation in accordance with our view on changing market conditions:

  • The fund is free to move between equities, convertibles, bonds, currencies and cash depending on prevailing market conditions
  • The fund can increase equity exposure when compelling opportunities exist, to a maximum of 40% of the portfolio
  • The fund can increase its exposure to bonds and cash up to a maximum 100%

Please remember that the value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested. Past performance is not a guide to the future. OBSR rating as at 31 Dec 2011.