Broaden opportunity, dampen volatility, enhance diversification
Our JPMorgan Funds – Multi-Manager Alternatives Fund uses a multi-manager UCITS structure
to provide liquid exposure to a diversified portfolio of alternative strategies.
The managed accounts structure allows for an expanded universe of managers, a greater oversight and control of underlying assets,
a low correlation to both equity and fixed income markets, and attractive fees.
Expertise: Deeply resourced team with 23-year track record of investing with talented alternative fund managers.
Portfolio: Managed accounts structure provides access to expanded opportunities in alternative strategies and niche managers, with an efficient fee structure. Unique access to strategies and managers not available in a single strategy UCITS funds.
Success: A foundational allocation to liquid alternatives for investors seeking to improve diversification and risk-adjusted returns. Has delivered positive returns in over 90% of rolling one-year periods since inception.
1Alternative funds provide the ability to invest in a wide range of strategies and securities across global financial markets. By utilising derivatives to manage risks, capturing arbitrage opportunities during market dislocations, and going “short” to bet against prices, alternative funds have the potential to provide uncorrelated return streams and improved risk-adjusted returns.
2A managed accounts fund works by setting up a number of separately managed accounts within a UCITS-compliant structure, and then hiring different alternative managers to act as sub-advisers to each mandate.