130/30 – A smarter way to invest
130/30 funds are based on the principle of taking long positions and short positions to get the most from stocks likely to go up – while also profiting from those likely to fall.
They benefit investors in four major ways:
1. More capital committed to insights – short positions let managers profit from stocks they believe will go down as well as those that may go up
2. No increase in risk – 130% long and 30% short = 100% net market exposure. You get more exposure to manager insights for no added market risk
3. Maximum use of research – more insight into both attractive and poor stocks can maximise returns
4. Increased diversification – 130/30 portfolios are more diversified as they invest in a larger number of stocks
The expertise to deliver
At J.P. Morgan Asset Management, 130/30 investing is a natural extension of our existing equity capabilities.
Our proven alpha-generating investment processes, experience managing long-short and equity market neutral portfolios, and our well-established broker relationships make us ideally placed to maximise the benefits of 130/30 investment strategies.
J.P. Morgan Asset Management's 130/30 range
At J.P. Morgan Asset Management, we have already established a successful track record in managing 130/30 funds. We pioneered the implementation and development of the 130/30 investment strategy in the United States where our US-registered JPMorgan Large Cap 130/30 Fund was one of the industry’s first.
At J.P. Morgan Asset Management, we currently offer four 130/30 funds for investors, covering US and Europe, and will be rolling the 130/30 concept out to the other regions in the coming months.