Investment Philosophy

Managed by a stable team of highly experienced managers in Multi-Asset Solutions, who are also behind our award winning SmartRetirement target date fund range.

Multi-Asset Solutions formulates investment insights through capital markets research and analysis of the global macroeconomic environment and development of portfolio design.

The team draws on the breadth and depth of the fund platform at J.P. Morgan Asset Management, selecting from our broad platform across asset classes, geographies and styles, and may use third parties for passive, private equity and infrastructure allocations.

Investment Process

JPMorgan Life Diversified Growth Fund has demonstrated its ability to deliver attractive positive returns for investors by outperforming its cash +4% objective over all times periods. Furthermore, it has done so while maintaining a lower volatility than equity markets. The primary source of fund return is beta from across a diversified asset mix, while we expect alpha from skilled underlying managers and actively shifting our asset class exposures to enhance performance.