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    1. Capacity Management | Soft Closed Funds

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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 - Emerging Markets Opportunities Fund Soft Closed
    08.07.2019
    JPMorgan Funds - Emerging Markets Equity Fund Soft Closed
    11.05.2020
    JPMorgan Funds - Emerging Markets Small Cap Fund Soft Closed
    28.01.2021
    JPMorgan Funds - Thematics - Genetic Therapies Soft Closed
    24.02.2021
    JPMorgan Funds - US Small Cap Growth Fund Soft Closed
    31.03.2021



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