FOR PROFESSIONAL CLIENTS/QUALIFIED INVESTORS ONLY NOT FOR RETAIL USE OR DISTRIBUTION JPM Fusion Fund rangesm
One-stop solutions to meet your clients investment needs Between 2010 and 2014 the fund of funds market saw a 57% growth in assets under management.* In our view, these multi-fund products can provide a total investment solution which can be matched to clients risk/reward preferences. They also provide access to a wealth of investment sectors making it possible for the investment manager to build diversified portfolios up and down the risk spectrum. This is why J.P. Morgan Asset Management has created the JPM Fusion Fund range. Award winning integrated investment management Our investment portfolios are created and managed by J.P. Morgan Asset Management combining specialist skills from J.P. Morgan Investment Management and J.P. Morgan Private Bank drawing on 160 years experience in managing portfolios for wealthy individuals worldwide across a spectrum of asset classes. Help with controlling and auditing investment risk Risk management is deeply embedded into every aspect of our business with continuous monitoring and strict governance underpinning our investment process. Our investment managers use proprietary risk management tools to dynamically manage allocations across the funds. Ensuring an extra level of objectivity, JPM Fusion Funds have also been risk graded by an external risk consultancy. Fund of funds created from a broader palette Most fund of funds have similar risk profiles and invest in similar asset classes. Providing unique investment opportunities, JPM Fusion Funds have access to J.P. Morgan s Global Manager Selection team and to their exclusive global buy list. And, if they can t find what they are looking for in the marketplace, they seek out new solutions. * Source: Lipper, UK Fund Market, December 2014 JPM FUSION FUND RANGE
Five fund of funds options to choose from You have a choice of five options, each strategically positioned at a key point on the risk preference spectrum, and risk-mapped by Distribution Technology. Each product is whole of market and actively managed using our expertise in asset allocation, fund selection and risk management. JPM FUSION FUNDS Income Conservative Balanced Growth Growth Plus 45% 60% 70% 85% 100% 3 Low Risk 4Lowest 5Low 6High 7 Highest Typical maximum exposure to equities/ equity linked securities Distribution Technologies (DT) assessment is independent of J.P. Morgan published risk profiles. The DT is a risk profiling tool which positions funds within a volatility scale of 1-10. It is reviewed on a regular basis at the discretion of DT and is subject to change without notice. The DT Rating is based on DT s investment planning assumptions, however the Fund should still be accessed through the Risk Reward Profile in the Key Investor Information Document (KIID). Simple and tax efficient ways to invest For maximum personal tax advantages, our fund of funds solutions can be held in an Individual Savings Account (ISA) and a Self Invested Personal Pension (SIPP). UNDERLYING INVESTMENTS MAY HAVE EXPOSURE TO THE FOLLOWING ASSET CLASSES Equities UK US Europe Japan Asia ex Japan Emerging Markets Fixed Income UK Gilts Global Sovereign Debt Investment Grade Bonds High Yield Emerging Market Debt Alternatives Commodities Real Estate
Unbiased consideration of active and passive funds We adopt a flexible approach to active and passive investments, and gauge the best combination in varying market environments. The majority of the exposure will be achieved through open ended collective investment schemes (including Exchange Traded Funds and Exchange Traded Commodities). Tactical asset allocation While long-term planning is key, we also understand that major market shocks and dislocations can temporarily stress even the best strategies. This is why we make timely short-term allocations to bridge the gap between long-term market assumptions and current market conditions. The chart shows how we might adjust a fund of funds to reflect a dislocation such as short-term market weakness in developed economies. FROM STRATEGIC TO TACTICAL ASSET ALLOCATION* Strategic Fixed Income and Cash 35% Alternative Investments 10% Fixed Income and Cash 38% Tactical Equities 55% Equities 50% THE COMPREHENSIVE FUND OF FUNDS INVESTMENT Professional investment skills. Investments are managed by J.P. Morgan Asset Management combining specialist skills from J.P. Morgan Investment Management and J.P. Morgan Private Bank. Diversity and asset allocation. The funds have exposure to a basket of assets, each of which is likely to perform differently in various economic climates. Choice of risk graded funds, with active risk management and active rebalancing. You can select from five fund of funds, each actively managed and rebalanced when necessary to match a specific attitude to investment risk. Value. The range offers competitive, transparent charges. The underlying funds will be subject to their own annual management charges and fees which are normally reflected in the price of the underlying fund. Alternative Investments 12% Source: J.P. Morgan. * Strategic and tactical allocations are for illustrative purposes only. J.P. MORGAN ASSET MANAGEMENT
A range of fund of funds across the risk/reward spectrum JPM Fusion Fund range is a selection of five fund of funds designed to provide multi-fund investment solutions that match your clients varied risk/reward preferences. JPM Fusion Fund range employs expert management to seek out the best combination of funds for your clients, whatever their investment needs. KEY SELLING POINTS AT A GLANCE A complete investment solution a fund can be matched to a client s investment objectives An actively managed, whole-of-market approach supported by deep research from our extensive global resources Managed by J.P. Morgan Asset Management combining specialist skills from J.P. Morgan Investment Management and J.P. Morgan Private Bank, drawing on 160 years experience in managing portfolios for wealthy individuals Exclusive investment access to J.P. Morgan s Global Manager Selection team and to their exclusive global buy list Risk-graded investments all five funds are risk graded by Distribution Technology external risk consultancy J.P. MORGAN ASSET MANAGEMENT
FOR PROFESSIONAL CLIENTS/QUALIFIED INVESTORS ONLY NOT FOR RETAIL USE OR DISTRIBUTION NEXT STEPS If you have any questions about how JPM Fusion Funds can match the needs of your clients, or if you would like further information, we re here to help. Visit jpmorgan.co.uk/fusionfunds Call 0800 727 770 FOR PROFESSIONAL CLIENTS/QUALIFIED INVESTORS ONLY NOT FOR RETAIL USE OR DISTRIBUTION This document has been produced for information purposes only and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. Both past performance and yield may not be a reliable guide to future performance and you should be aware that the value of securities and any income arising from them may fluctuate in accordance with market conditions. There is no guarantee that any forecast made will come to pass. J.P. Morgan Asset Management is the brand name for the asset management business of J.P. Morgan Chase & Co and its affiliates worldwide. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. Investment is subject to documentation Prospectus, Key Investor Information Document (KIID) and Terms and Conditions), copies of which can be obtained free of charge from J.P. Morgan Asset Management Marketing Limited. Issued in the UK by J.P. Morgan Asset Management Marketing Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank St, Canary Wharf, London E14 5JP, United Kingdom. LV JPM25026 05/15