J.P. Morgan Cautious Total ReturnJ.P. Morgan Cautious Total Return
This fund features in the Absolute Portfolio and is designed to produce returns in excess of what you would expect from a deposit account whilst maintaining a low risk approach to investment.
J.P. Morgan Asset Management is one of the largest fund managers in the world (they have over $1.2 trillion of assets under their management). They offer a truly global service, occupying more than 50 prime locations throughout the world, meaning that they are able to operate on a more local level. With their employees scattered throughout the global economy J.P Morgan are in a prime position to offer expert advice no matter where their clients are thinking of investing.
Their size and experience enables them to provide a wide array of products including: fixed income management, currency management, and equity management, as well as dealing in strategies such as hedge funds and real estate. The managers at J.P Morgan place emphasis on having a clear insight into all of the available investment strategies and opportunities, in order for them to make informed and successful decisions.
This fund is managed by two experienced investors: Neill Nuttall and Talib Sheikh. Since it is a total return fund, preservation of their client's capital is of primary importance. The managers aim to outperform the amount that you could receive in a bank or a building society under all market conditions. Over a three to five year time frame it is expected to produce results of a deposit account plus 3%.
Why we like this investment and what we expect
With its key focus on capital preservation this fund happily meets with our requirements for a low risk investment. However the fund cannot use more advance investment techniques to benefit from falling investment markets, which could hinder growth in adverse market conditions. Because of its conservative nature we expect lower returns than those associated to the cautious managed sector average in normal market conditions.
We expect the fund to at least meet with its benchmark.
The underlying fund charges 1.03%. Sterling’s charge is in addition.
Fund Manager Factsheet (PDF)Fund Prospectus (PDF)
