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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 - Japan Equity Fund Soft Closed
04.06.2018
JPMorgan Funds - Emerging Markets Opportunities Fund Soft Closed
08.07.2019
JPMorgan Funds - Emerging Markets Equity Fund Soft Closed
11.05.2020
JPMorgan Funds - US Smaller Companies Fund Soft Closed
29.12.2020
JPMorgan Funds - Emerging Markets Small Cap Fund Soft Closed
28.01.2021
JPMorgan Funds - Thematics - Genetic Therapies Fund Soft Closed
24.02.2021
J.P. Morgan Asset Management

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