JPM US Opportunistic Long/Short Equity

Investment 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

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.6 0.9 0.8 0.9 0.8 0.6 0.3 0.9 0.7 0.1 1.0 0.1 0.7
2017 0.3 0.5 0.6 0.9 0.6 0.3 0.5 0.5 0.2 0.2 0.9 0.1 0.4

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.