- Benefits from a management team with 16 years’ experience running long-short strategies, supported by a 41-strong investment team.
- Uses a proprietary, bottom-up investment approach that capitalises on market inefficiencies created by human behavioural biases.
- Takes short positions in the worst stocks that we believe will fall in value and additional long positions in the best stocks that we think will rise the most.
- Managed by the global leader in active extension strategies (in terms of AUM as of 30 June 2017), the fund has produced top quartile returns over one year.
Annual returns to our stock rankings by quintile since 1995 (%)
Source: FactSet, J.P. Morgan Asset Management. Annual returns are geometric excess return relative to an equal weighted FTSE All-Share ex IT universe net of 40bps transaction costs from 01.01.1995 to 30.09.2017. Performance data has been calculated on NAV to NAV basis, including ongoing charges and excluding any entry and exit charges, with any income reinvested, in GBP. Stocks are split into quintiles, where quintile 1 represents the stocks that we have ranked as being the most attractively valued. Quintile performance results have certain inherent limitations. Unlike an actual performance record, quintile results do not represent actual trading, liquidity constraints, fee schedules and transaction costs. This chart is to illustrate our investment process.
Past performance is not a reliable indicator of current and future results.
Elevator Pitch: Callum Abbot
Filmed for The UK Edge, Callum Abbot provides the key facts about his fund.
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This is a promotional page and as such the views contained herein are not to be taken as an advice or 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 on this page 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 at the date of publishing. They are considered to be reliable at the time of publishing, 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.
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