JPMorgan Funds – Europe Equity Plus Fund
Discover enhanced exposure to our best European stock ideas
Michael Barakos, CFA, Ben Stapley, CFA, Nicholas Horne, CFA
Published: 17-03-2025
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Relaxing the shorting constraint allows the strategy to generate alpha more efficiently, but it also allows risk to be managed more effectively, which in turn gives additional capacity to generate alpha.

The JPMorgan Funds – Europe Equity Plus Fund uses an active-extension approach to help investors enhance their European equity exposure. This approach has three key benefits:

1

Your money works harder

Gross market exposure is maintained at 140%-180%, while net exposure stays at 100%.

2

A little shorting goes a long way

Relaxing the shorting constraint generates additional alpha and helps to manage risk more efficiently.

3

You get the best of both worlds

The strategy provides access to a risk-constrained portfolio and an unconstrained alpha outcome.

Combining these three benefits with a strong investment team and process provides a solid foundation for success, which is evidenced by the fund’s results.

The securities above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell.

This is a marketing communication and as such the views contained herein are not 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 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 investors may not get back the full amount invested. 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. 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. This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000. This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

LV-JPM56290 | 03/25 | 73696303-e94b-11ef-8475-9ffac78f3b98

Michael Barakos, CFA, Ben Stapley, CFA, Nicholas Horne, CFA
Published: 17-03-2025
Download the full paper