Global Allocation Fund
Designed to maximize long-term total return, pursuing opportunities worldwide.
Since the launch of our first multi-asset fund in 1970, we have worked tirelessly to address our clients’ needs by creating portfolios that access the opportunities and overcome the challenges in an increasingly complex and interconnected world.
We integrate the industry's foremost team of asset allocation specialists with the breadth and depth of J.P. Morgan's global investment platform - 500 investment strategies across asset classes, geographies and investment styles.
Research
Driven
Actively share in the expertise of our globally-integrated network of dedicated multi-asset investment specialists.
Actionable
Insights
Be empowered to take better investment decisions by accessing our exclusive asset allocation and portfolio construction tools.
Outcome
Oriented
Harness the power of our multi-asset investment strategies through a deep offering of portfolio solutions built around client needs.
Demonstrated
Results
Capitalize on the track record of one of the world’s top multi-asset managers, backed by a 45-year history of leadership and innovation across market cycles.
Designed to maximize long-term total return, pursuing opportunities worldwide.
Designed to pursue attractive yield opportunities worldwide to increase income and total return potential.
Target date funds designed for real life. Built on real-life participant behaviors, the Funds are an all-in-one target date fund solution for any point of a participant’s retirement journey.
Model Portfolios by J.P. Morgan
Let us build models while you build client relationships
TARGET DATE FUNDS: The JPMorgan SmartRetirement Blend Funds are target date funds with the target date being the approximate date when investors plan to retire. Generally, the asset allocation of each Fund will change on an annual basis with the asset allocation becoming more conservative as the Fund nears the target retirement date. The principal value of the Fund(s) is not guaranteed at any time, including at the target date.
*TDFs may suffer investment losses, including near and following retirement. There is no guarantee that a TDF will provide adequate retirement income.
There may be additional fees or expenses associated with investing in a Fund of Funds strategy. International investing has a greater degree of risk and increased volatility due to political and economic instability of some overseas markets. Changes in currency exchange rates and different accounting and taxation policies outside the U.S. can affect returns. Real estate funds may be subject to a higher degree of market risk because of concentration in a specific industry, sector or geographical sector. Real estate funds may be subject to risks including, but not limited to, declines in the value of real estate, risks related to general and economic conditions, changes in the value of the underlying property owned by the trust and defaults by borrower. Securities rated below investment grade are considered "high-yield," "non-investment grade," "below investment-grade," or "junk bonds." They generally are rated in the fifth or lower rating categories of Standard & Poor's and Moody's Investors Service. Although they can provide higher yields than higher rated securities, they can carry greater risk. Investments in derivatives may be riskier than other types of investments. They may be more sensitive to changes in economic or market conditions than other types of investments. Derivatives may create leverage, which could lead to greater volatility and losses that significantly exceed the original investment.