Why invest in equity funds?

By buying a company’s equity, you become a shareholder, giving you the right to vote on issues affecting the company and receive your slice of the company’s profits. This arrives in the form of an annual dividend – although this payout is never guaranteed.

Equity-based investments are considered to be at the core of any long-term investment strategy, as they can offer the potential for strong growth of your capital – and perhaps income as well.

The potential risks

Investing directly in shares on your own behalf can be risky. The share price can rise and fall in line with the company’s fortunes and with market sentiment

Equities also offer no capital protection. You can lose all your money if a company runs into severe difficulties.

Pooling your investment – and reducing your risks

Many investors prefer to invest in equities using pooled funds such as OEICs or Investment Trusts. These generally offer a broad array of shares from a range of companies. This helps you spread risk, as well as giving you access to new opportunities to make a profit.

Why J.P. Morgan equity funds and trusts?

It makes good sense to choose a world-leading, award-winning equity manager. J.P. Morgan Asset Management is one of the five largest asset managers in the world (source: Global Investor Top 100 Largest Asset Managers 2007). This reflects our high standing among investors across the globe.

Our people

J.P. Morgan equity teams have built a formidable reputation for consistently good performance, using an approach that specifically seeks out company shares with certain growth and value characteristics.

The J.P. Morgan investment strategy

Our investment strategy is founded on team-based decision making, which ensures continuity of process and performance. Our approach is vindicated by the number of awards we have won.

We have developed proven, transparent and disciplined investment processes to manage our investment funds and trusts, which rely strictly on team-based research, stock picking, portfolio construction and risk management.

We also make the best use of the individual strengths and insights of our investment professionals – and ensure our named fund managers remain fully accountable for consistent investment management.

Ultimately, with J.P. Morgan, you get access to great opportunities to profit from equities, backed by the reassurance that your money is being looked after to the highest standards.