JPMorgan US Opportunistic Long/Short Equity
Overview
| Fund Strategy | Equity Long / Short |
|---|---|
| Fund Geography | US |
| Investment Advisor | J.P.Morgan Asset Management |
| Portfolio Manager | Rick Singh |
| Fund Currency | USD |
| Fund AUM | $408.5m |
| Fund AUM (GBP) | £309m |
| Fund AUM as of | 25 September 2019 |
| Fund Inception | 30 October 2015 |
| Fund Indices |
AH Equity Long / Short UCITS Index Sub Index - Equity Long / Short Directional |
Fund Objective
The JPM US Opportunistic LS Equity fund aims to achieve a total return though the active management of long and short equity positions with exposure primarily to US companies and through the use of financial derivative instruments. The management team leverages the best ideas from JPM sector specialists based on a strict fundamental process and allocates sizable positions (>5%) to the highest ranking ideas.
Reference Index
ICE 1 Month USD LIBOR
