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  3. JPMorgan Global Research Enhanced Index Equity Fund

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Combining the advantages of active and passive in one portfolio

JPMorgan Global Research Enhanced Index Equity Fund is a low cost solution offering a great combination of active and passive.

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Combining the best qualities of active and passive

The JPMorgan Global Research Enhanced Index Equity Fund offers an alternative to passive equity management, or indexing, that aims to increase the return component of the passive allocation without significantly increasing the risk.

Research enhanced index strategies have been managed by J.P. Morgan Asset Management for over 25 years. Our strategies are designed to consistently outperform a given index (after fees) while maintaining a risk profile closely resembling an index.

Source: J.P. Morgan Asset Management. For illustrative purposes

Unlike passive strategies, we target excess returns by optimising the stock-specific ideas of our team of fundamental research analysts. Our portfolio managers exploit stock specific insights on a risk and transaction cost aware basis.

The result is a core strategy that strives to deliver positive alpha at low active risk.

Our strategy aims to stay regional, sector and style neutral while maximising the fundamental bottom up stock specific insights generated by our 80+ global equity analyst research team adding alpha to the portfolio.

Source: J.P. Morgan Asset Management, data as of 30.09.2020. For illustrative purposes only. The stated target returns are the investment manager’s objectives only. The objectives are gross of fees. There is no guarantee that these objectives will be met.

Research is at the core of everything we do

Stock selection is the key driver of excess returns. Leveraging fundamental insights of over 80 equity career analysts globally, we translate this advantage into a robust valuation model, which further contributes to a portfolio that maximises our convictions.

Uncompensated risk is optimised using a portfolio construction framework which limits stock-specific, sector, region, style and country risks as well as trading costs.

Source: J.P. Morgan Asset Management, data as of 30.09.2020.  For illustrative purposes only.


Managed within an ESG framework

Environmental, social and governance (ESG) factors are of growing importance to investors and can have significant implications for long-term performance. Systematic and explicit consideration of these factors is built into the strategy’s investment process.



Stewards of the Environment


Equitable approach to Social capital


Governance
that fosters sustainability and long-term value creation


Learn more about Sustainable Investing

Our Equities capabilities

US$ 542 billion

Assets under management

7

locations worldwide

360+

Equity investment professionals with 13+ average years of experience

147

Equity research analysts with 10+ average years of experience

US$150 million

Global research budget

Source: J.P. Morgan Asset Management as of 30.09.2020. Includes portfolio managers, research analysts, traders and investment specialists with VP title and above.

Our insights

With one of the longest track records in equity investing, our team has met and endeavours to continue to meet investor needs in different market conditions. Explore more of our insights.

On the Minds of Investors

Top questions on the minds of investors. See what your peers are asking and read answers from our team of Global Market Strategists.

Learn more

Weekly Market Recap

Households in the driving seat: This week’s thought and chart breaks down the drivers and drags in for the Australian economy in the third quarter and the role of households to keep the economy ticking over.

Read more

Global Equity Views

Discover our insights into global equity markets, including investors' views on the greatest risks and opportunities in the face of the ongoing pandemic

Learn more
View all Insights
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For more information, please call or email us. You can also contact your J.P. Morgan representative.

1800 576 100 (Application enquiries)

1800 576 468 (General enquiries)

jpmorganam@jpmorgan.com

Before investing, obtain and review the Product Disclosure Statement of the Fund (available from am.jpmorgan.com/au/en/asset-management/adv) to understand the various risks associated with investing in the Fund and in making any investment decision. Past performance is not a reliable indicator of future performance and investors may not get back the full amount invested. Future performance and return of capital is not guaranteed. Information is considered correct at the time of issue but no liability for errors or omissions will be accepted by JPMorgan Asset Management (Australia) Limited or its affiliates. This document is confidential and intended solely for the person to whom it is provided by the issuer. Fund holdings and performance are likely to have changed since the report date. No provider of information presented here, including index and ratings information, is liable for damages or losses of any type arising from use of their information. Information from communications with you will be recorded, monitored, collected, stored and processed consistent with our Australian Privacy Policy available at am.jpmorgan.com/au/en/asset-management/adv/privacy-policy/

 

Fund information, including performance calculations and other data, is provided by J.P. Morgan Asset Management (the marketing name for the asset management businesses of JPMorgan Chase & Co and its affiliates worldwide). All data is as at the document date unless indicated otherwise.

 

Benchmark Source: MSCI. Neither MSCI nor any other third party involved in or related to compiling, computing or creating the MSCI data (the “MSCI Parties”) makes any express or implied warranties or representations with respect to such data (or the results to be obtained by use thereof), and the MSCI Parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to such data . Without limiting any of the foregoing, in no event shall any of the MSCI Parties have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.

For further information please email us at jpmorgan.funds.au@jpmorgan.com, telephone 1800 576 468 or visit our website am.jpmorgan.com/au/en/asset-management/adv

 

JPMorgan Global Research Enhanced Index Equity Fund (“Fund”) will be substantially invested in shares that correspond to the JPMorgan Funds – Global Research Enhanced Index Equity Fund (“Underlying Sub-Fund”), a specific portfolio within the JPMorgan Funds, which is an open-ended investment company organised under Luxembourg law as a société anonyme qualifying as a SICAV and authorised under Part 1 of the Luxembourg law of 17 December 2010. References in this document to the fund managers, and underlying assets or investments of the Fund generally related to the Underlying Sub-Fund’s managers and assets.

 

This document is for information purposes only and should not be taken as containing any financial product advice or recommendation.  Information is considered correct at the time of issue but no liability for errors or omissions will be accepted. Investors should refer to the Fund’s Product Disclosure Statement to consider whether the Fund is appropriate for them. There can be no guarantee that the target return can be achieved.

 

Any forecasts or opinions expressed are JPMorgan Asset Management (Australia) Limited’s own at the date of this document and may be subject to change. The value of investments and the income from them may fluctuate and your investment is not guaranteed. Past performance is not necessarily a guide to future performance and investors may not get back the full amount invested. Exchange rates may cause the value of underlying overseas investments to go down or up. Investments in emerging markets may be more volatile than other markets and the risk to your capital is therefore greater. Also, the economic and political situations may be more volatile than in established economies and these may adversely influence the value of investments made.

 

JPMorgan Asset Management (Australia) Limited forms a key part of J.P. Morgan Asset Management. The brand name J.P. Morgan Asset Management covers the asset management activities of JPMorgan Chase & Co. globally. This document is issued by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919), which is regulated by the Australian Securities and Investments Commission. © JPMorgan Chase & Co., 2020

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© 2021 All Rights Reserved - JPMorgan Asset Management (Australia) Limited   ABN 55 143 832 080, AFSL No. 376919

The information provided on this website is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information on this website you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Therefore, before you decide to buy any product or keep or cancel a similar product that you already hold, it is important that you read and consider the relevant JPMorgan fund Product Disclosure Statement (PDS), which is available to download on this website and make sure that the product is appropriate for you. Before making any decision, it is important for you to consider these matters and to seek appropriate legal, tax, and other professional advice.