130/30: an idea whose time has come?

S&P's Peter Fuller and JPMorgan Asset Management's Alex Barry discuss the success of 130/30 funds and what investors should look for from these vehicles

Kicking off the 2008 series of Conjecture debates is a discussion over the merits of 130/30 funds, one of the buzzwords in the retail fund space last year. Joining Investment Week are experts from Standard & Poor's and JPMorgan Asset Management, one of the groups which has launched 130/30 funds in 2007. Peter Fuller is director of fund research at S&P with responsibility for Europe, the UK and specialist portfolios, and Alex Barry is head of wholesale at JPMorgan Asset Management. What are the fund management groups trying to achieve with their respective 130/30 products, and are ther...