JPM Cautious Total Return doubles assets over last year

Manager celebrates third-year anniversary by more than doubling assets on Cautious Total Return over last 12 months, proving popular in tough markets

Talib Sheikh is celebrating his third-year anniversary on the JPMorgan Cautious Total Return fund, having more than doubled assets over the last 12 months. The portfolio targets returns of Libor +3% each year over a three to five-year horizon and has proved a popular choice against a background of increasing volatility. It has grown from £200m in August 2007 to over £527m today. According to the group, Cautious Total Return has been the fastest growing fund in the Cautious Managed peer group, as investors have sought refuge from underperforming bonds and volatile property mandates. ...