Total return funds
Why invest in total return funds?
This type of fund has become increasingly popular, because it gives investors a way to counteract the volatility in world stock markets.
The overall goal is to not lose money. By adopting a flexible approach, total return funds aim to generate long-term positive returns – regardless of what happens in the stock or bond markets.
These funds usually buy and hold a broad mix of assets including equities, bonds and derivatives – in this way striving to spread the risk. They also take a view on which assets and markets will rise and then focus their portfolios in these areas.
However, you need to know that these funds focus on producing positive returns over the long term and limiting capital losses. So while they may not go up as much as share indexes in stock market rallies, they will avoid too much loss if the market falls.
Why J.P. Morgan total return funds?
We have developed a new range of investment funds to match the aims of our clients. In fact, we offer one of the most comprehensive choices of total return funds available, covering a wide array of asset classes and investment approaches.
We focus on selecting the most secure options – shares and bonds for example. We also have the freedom to choose whatever shares we like. This combination means that we’re single-minded in working to protect against market downturns and generate consistently positive returns.
All of our total return funds target good performance time and again by pursuing a range of techniques. These firstly look to protect against market declines and secondly, work hard to generate returns that can beat those available just by leaving your money in a bank or building society account.
Another great advantage is that our total return funds can offer you diversification across asset classes (e.g. cash, bonds, equities and property) in a single fund. You can simply leave asset allocation in the hands of our professional fund management team.