J.P. Morgan Asset Management - where numbers count
When it comes to performance we prefer to let our numbers do the talking. Because it doesn’t really matter what we say as long as the returns for our clients speak volumes.
And that’s what the following are based on – results. You might find confidence, too, from our 130 year history – what we’ve learned from helping millions of clients to date could also help you profit in all investment climates.
Ratings Update:
1 Citywire rated Fund Manager Ratings
7 Gold Standard Awards – an unrivalled record
4 Investment Trust Awards over the last year
8 OEIC Funds with 4 or 5 Overall Morningstar ratings
£780 billion assets under management
Behind the numbers:
1 Citywire rated Fund Manager Ratings –Oleg Biryulyov (AA).
Citywire rating as at 31 August 2009 is based on fund manager's 3 year risk adjusted performance.
7 Gold Standard Awards – the Gold Standard Award was awarded to J.P. Morgan Asset Management in 2003, 2004, 2005, 2006, 2007 ,2008 and 2009 for excellence across the business. No other manager has yet been able to achieve this.
4 Investment Trust Awards in 2009 (we’re also the UK ’s largest Investment Trust provider):
- J.P. Morgan Asset Management - Gold Standard Award 2009.
- J.P. Morgan - Investment Trust Group Of The Year 2009 at the What Investment Fund Management Awards.
- J.P. Morgan Emerging Markets - Specialist Investment Trust Of The Year 2009 at the What Investment Fund Management Awards.
- J.P. Morgan Chinese Investment Trust - Best Single Country Investment Trust 2009 at the Investment Week awards.
8 OEIC Funds with 4 or 5 Overall Morningstar ratings – source: Morningstar, as at 31.12.09
£780 billion assets under management – making us one of the largest asset managers in the world, as at 31.12.09
Funds and investment trusts
Spotlight on J.P. Morgan's most popular funds
Adviser insights
Educational research pieces, designed to help IFA partners enhance their investment knowledge.