Alpha Plus
We are committed to delivering new and more efficient sources of return for investors by taking full advantage of regulatory and market opportunities.
UCITS III has given retail-marketed funds far greater powers to use derivative instruments and cash within their investment strategy.
Using this legislation, we have been developing a series of innovative retail funds that can offer an especially compelling risk-reward profile – allowing investors to maximise returns from our stock-picking abilities while potentially reducing downside risk during market falls.
Capacity constraints
Investors should note that because of their aggressive nature, many of these strategies carry capacity constraints, which could result in them becoming closed to new investments from time to time.
Key SICAV Funds
JPM Emerging Markets Alpha Plus Fund
Aims to achieve high levels of excess return by investing in a concentrated portfolio of 30-40 high-conviction emerging markets stocks – while reducing downside risk through aggressive use of cash and hedging instruments.
JF Tokyo Alpha Plus Fund
An aggressive unconstrained, strategy that targets significant levels of excess return against the TOPIX index, with the scope to invest in cash and hedging instruments to protect returns.