Meet the challenge of a lower return world
Lower expected returns from all major asset classes means that achieving an attractive return from a traditional balanced portfolio of equities and bonds is becoming increasingly difficult.
In these challenging markets, investors will need to consider more flexible asset allocation and active stock selection if they want to achieve similar returns to those that they’ve enjoyed in the past.
Strategies designed for today’s markets
We’ve selected two of our multi-asset funds that have been specifically designed to meet the needs of investors in today’s increasingly challenging markets.
For investors looking for a balanced fund to sit at the core of their portfolio, our JPMorgan Investment Funds — Global Balanced Fund uses its flexible asset allocation and active security selection to focus on the opportunities that we believe are the most attractive as market conditions evolve,
all while maintaining a traditional balanced risk profile.
For investors seeking an income in today’s low interest rate environment, our JPMorgan Investment Funds — Global Income Fund aims to provide a consistent and attractive income stream, and the opportunity for long-term capital growth,
by capitalising on income opportunities across asset classes, markets and sectors.
Drill deeper to extract value
At J.P. Morgan Asset Management, our specialist multi-asset expertise — backed by the full resources of J.P. Morgan’s global investment network — provides the insights needed to choose the strongest long-term asset mix and to adjust portfolio allocations as market conditions change, while also allowing us to drill deeper into asset classes in search of the most attractive investment opportunities.