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Capacity management
In order to protect the interests of investors, J.P. Morgan Asset Management (Europe) may find it necessary to limit the size to which a fund is allowed to grow. This might arise for example, when the investment manager is of the view that allowing further inflows into the fund might have a significant impact on fund performance.
Generally speaking, such a situation is more likely to arise with funds following a highly specialist investment objective and with a concentrated investment portfolio – however other reasons may also give rise to capacity limits in a fund.
Set out below is a summary of the current position of all J.P. Morgan Asset Management Funds, which are closed or have recently been reopened.
If you are a private investor and you require investment advice, please contact your professional financial advisor.
Fund Name | Status | Date |
---|---|---|
JPMorgan Funds - Japan Equity Fund | Soft Closed |
04.06.2018 |
JPMorgan Funds - Emerging Markets Opportunities Fund | Soft Closed |
08.07.2019 |
JPMorgan Funds - Emerging Markets Equity Fund | Soft Closed |
11.05.2020 |
JPMorgan Funds - US Smaller Companies Fund | Soft Closed |
29.12.2020 |
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