A proven hedged strategy
Each fund in the Hedged Equity series seeks to offer a conservative equity solution by investing in a portfolio of U.S. large cap stocks, while employing a disciplined options strategy to provide a downside hedge. The goal is to provide the potential for lower volatility and better risk-adjusted results than long-only equities.
Using this approach, the JPMorgan Hedged Equity Fund has delivered almost half the volatility of the S&P 500, leading to competitive risk-adjusted returns and a 5-star rating from Morningstar.1
The path to a consistent, hedged experience
The three Hedged Equity funds employ a disciplined options strategy on staggered start dates that reset every three months. At the beginning of each hedge period, an options overlay strategy is implemented based on where the market is at that point. So, you get a consistent hedged experience no matter when you invest.
Source: J.P. Morgan Asset Management. For illustrative purposes only.
Choose the fund that aligns with your initial investment date
For an optimal investment experience, select the fund based on when you are ready to invest and purchase shares prior to the reset of the 3-month hedged period.