Positive alpha at low active risk
Just like a passive strategy, the J.P. Morgan Global Research Enhanced Index fund stays close to fully invested at all times, with regional, sector and style exposure closely controlled relative to the index to provide a consistent low tracking error.
But, unlike passive strategies, the fund targets excess returns by exploiting the stock-specific ideas of our team of fundamental research analysts. The fund’s portfolio managers take a large number of small active positions in global stocks—overweighting positions in names our analysts find attractive and underweighting positions in the names we don’t.
The result is a core fund that can deliver positive alpha at low active risk.
FUND CHARACTERISTICS
FUND DOCUMENTS
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