JPMAM expands SICAV range with hedged US equity fund

Launched on 19 December

Jayna Rana
clock • 1 min read

J. P. Morgan Asset Management has launched a long-only US equity UCITS fund for its JPMorgan Funds SICAV range.

The vehicle is a conservative equity fund aiming to support investors during periods of volatility. It will primarily invest in US companies with market caps similar to those within the S&P 500 and aims to provide long-term capital growth with lower volatility than traditional long-only US equity strategies over a full market cycle. An options overlay utilising financial derivative instruments will enable investors to achieve downside protection. Being a hedged vehicle, the fund is suitable for investors with a lower tolerance for volatility who wish to retain their US equity expos...

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