JPM Cautious Total Return Fund

Fund Highlights

 

  • Designed to deliver positive returns – aims to beat the return on cash (1-month LIBOR) by an average of 3% p.a. over the medium term (e.g. 3 years). 1
  • Ideal for wide ranging investor needs - Aims to beat deposit account returns; Provides an ideal alternative to bond funds; Improves overall portfolio diversification.
  • Asset flexibility – able to alter exposure to cash, equities and bonds swiftly, depending on market conditions.
  • A real alternative to with-profits – offers all the smoothing benefits of traditional life funds without complexities, guarantees, lock-ins and penalties.
  • Proven total return managers – managed by one of the most experienced ‘total return’ teams in Europe.

Why invest?

If your clients are looking to preserve their wealth in the short term, with a goal of steady longer term growth that beats inflation, this could be an ideal option. Especially if they are nearing retirement or are saving for a property deposit or university fees.

1 After annual management charge. Based on 1 month GBP LIBOR.