Total Return strategies
Leveraging JPMAM’s extensive expertise across all key asset classes and in tactical asset allocation (where appropriate), we are able to create innovative ‘total return’ strategies that bring together our best ideas across multiple asset classes.
Our total return strategies are benchmarked against cash and operate a flexible and unrestrained investment strategy to generate positive returns through the market cycle.
Key strategies
JPM Cautious Total Return Fund * - Aims to deliver 3%pa above one-month LIBOR over a three- year period (after fees) by harnessing JPMAM’s best ideas around the world. Looks to maintain consistently positive returns in any market conditions by actively managing exposure across equities, bonds, convertibles and cash.
JPM Balanced Total Return Fund * - Aims to deliver an average of 5%pa above one-month LIBOR over five years (after fees) through unconstrained global exposure to JPMAM's best ideas. Tactical asset allocation across equities, bonds, convertibles and cash instruments helps ensure positive returns throughout the market cycle.
JPM Global Total Return Fund * - Focuses on high alpha generation with a target return of 5-7% above one-month Euribor (after fees). It offers exposure to JPMAM's best ideas in global equity, with the ability to limit downside risk through index futures and derivatives. (USD and EUR share classes only.)
* OEIC/SICAV structure
Contact us
Peter Cazalet
020 7742 8503
Sue Curtis
020 7742 0140
Steven Peck
020 7742 5091
Alternatively, please contact your usual relationship manager.
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