We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

In association with

Home > Investments > Economic Indicators

By Bradley Gerrard | Published May 01, 2012

JPMorgan launches new multi-asset fund

JPMorgan Asset Management has today launched the Diversified Real Return fund.

The vehicle is based on the strategy launched by the firm’s Global Multi Asset Group in the US last year.

JPMAM said the fund would be of “most interest” to people saving for retirement in pension or other savings products.

The fund’s official benchmark is the 1-10 Year Barclays Capital Index-Linked Gilts index, but the vehicle aims to achieve an annual return (before fees) of 3 per cent in excess of the UK retail price index, with 40-60 per cent of the volatility of equities.

It will do this by investing in a blend of inflation-linked bonds, investment grade credit, inflation overlays, and real assets or their related equities.

The fund will have a £1,000 minimum investment.

visible-status-Standard story-url-IA web JPMAM.xml

Most Popular
More on FTAdviser