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, Aryeh Glatter
Fund Currency USD
Fund AUM $317.9m
Fund AUM (GBP) £236m
Fund AUM as of 31 May 2018
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

Teaser@2x

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