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.
|JPMorgan Funds - Japan Equity Fund||Reopened
|JPMorgan Funds - Emerging Markets Opportunities Fund*||Soft Closed
|JPMorgan Funds - Emerging Markets Equity Fund||Soft Closed
|JPMorgan Funds - US Smaller Companies Fund||Soft Closed
|JPMorgan Funds - Emerging Markets Small Cap Fund||Soft Closed
|JPMorgan Funds - Thematics - Genetic Therapies||Soft Closed
|JPMorgan Funds - US Small Cap Growth Fund||Soft Closed
|JPMorgan Funds - Global Emerging Markets Research Enhanced Index Equity Fund||Soft Closed
|JPMorgan Funds - Multi-Manager Sustainable Long-Short Fund||Soft Closed