A concentrated portfolio of our best global stock ideas
Our Global Focus Fund employs a truly differentiated fundamental research process to identify and invest in our 50 highest conviction ideas across global stock markets within an unconstrained portfolio.
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JPM Global Focus Fund Overview
Explore the JPM Global Focus Fund, its role in portfolios, and the emerging themes it targets in this short video.
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The freedom to invest in the best
The Global Focus Fund taps into the long-term stock-level insights of our global research analysts.
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A portfolio to weather all markets
The Fund employs an unconstrained investment approach designed to generate excess returns in varied market environments.
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Access the global ideas of an award-winning team
J.P. Morgan Asset Management prides itself on the quality of its analysts, who are among the best in the industry.
Combining stock selection and portfolio construction
The portfolio focuses on stocks that our research suggests are the most attractively valued, and in which our analysts have most conviction over the quality of the business and the predictability of future earnings. To do this, we filter the investment universe into our 10 proprietary stock focus groups, to ensure we can balance the portfolio across what we consider to be 10 key fundamental drivers of returns.
Driven by unique insights from our proprietary fundamental research
Our investment process is style agnostic and our rigorous bottom-up analysis focusses on companies with attractive earnings quality, growth and cash flow. This has allowed us to construct a portfolio that has performed well during different periods of market leadership.
Source: J.P. Morgan Asset Management as of 31 March 2024. The line chart represents the cumulative gross returns of MSCI World Growth total returns divided by MSCI World Value total returns. As JPM Global Focus Fund launched in May 2024, this chart provides excess returns for a representative fund with a longer track record which is managed in the same way: JPMorgan Funds – Global Focus Fund in EUR. The benchmark used is MSCI World TR Index and is for comparative purposes only. The Fund may bear little resemblance to its Benchmark. Please note that the benchmark for JPM Global Focus Fund is MSCI All Country World TR Index. Past performance is not a reliable indicator of current and future results.
Bringing together regional insights across the globe
Our equity analysts are located around the world where they are able to gain a true understanding of the companies and sectors they cover. Our extensive annual research budget of $150 million and broad presence provides our analysts and portfolio managers access to advanced data analytics to help turn their information advantage into investable insights.
Why J.P. Morgan Asset Management for global equities?
J.P. Morgan’s global equity funds provide diversified access to the attractive capital growth, income and sustainable investing opportunities presented across the world’s largest stock markets – with each strategy driven by the best of our global stock research and supported by rigorous risk controls.
A risk profile for the fund can be found on the KIID.
For Professional Clients only – not for Retail use or distribution.
This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they to be taken as advice or a recommendation, to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. The value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy. Prior to any application investors are advised to take all necessary legal, regulatory and tax advice on the consequences of an investment in the products. Investment is subject to documentation, which is comprised of the Prospectus, Key Investor Information Document (KIID) and either the Supplementary Information Document (SID) or Key Features/Terms and Conditions. These documents, together with the annual report, semi-annual report and instrument of incorporation are available in English from JPMorgan Asset Management (UK) Limited or at https://am.jpmorgan.com. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.
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