JPMorgan Global Research Enhanced Index Equity Fund
J.P. Morgan’s Research Enhanced Index (REI) strategies are designed to consistently outperform a given index after fees, while maintaining a risk profile closely resembling that of the index. The JPMorgan Global Research Enhanced Indexed Equity Fund offers an alternative to passive equity management (indexing) that looks to increase the return component of their passive allocation without significantly increasing the risk.
- REI strategies have been managed by J.P. Morgan Asset Management for over 25 years.
- In-depth stock-specific insights from our global network of fundamental analysts, leveraged by experienced and disciplined portfolio managers, create the opportunity for enhanced returns.
- Rigorous risk management – designed to maintain region, sector and style neutrality and a high correlation with the benchmark – leaves investor portfolio allocation strategies virtually undisturbed.
Long-Standing Repeatable Process: Getting an Edge with Enhanced Research
Piera Elisa Grassi
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., 2019
For more information, please call or email us. You can also contact your J.P. Morgan representative.