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.
If you are a private investor and you require investment advice, please contact your professional financial advisor.
| Fund Name | Status | Date |
|---|---|---|
| JPMorgan Funds - US Small Cap Growth Fund | Soft Closed |
31.03.2021 |
| JPMorgan Investment Funds - Global Core Equity Fund | Soft Closed |
19.07.2023 |
| JPMorgan Investment Funds - Coutts Diversifying Alternatives Multi-Manager Fund | Soft Closed |
01.05.2024 |
| JPMorgan Funds - Europe Equity Absolute Alpha Fund* | Soft Closed |
12.01.2026 |
| JPMorgan Funds - Europe Equity Plus Fund | Soft Closed |
12.02.2026 |
*A daily dealing limit of EUR 3,000,000 (or equivalent currency value) has been applied to this sub-fund.