Winners rationale

In a challenging year for European equities, J.P. Morgan Asset Management’s resilient competitive advantage was on full display by dint of its unique European equity behavioural finance team, which, through disciplined active management, has been driving the firm’s European product innovation and differentiation.

Against the backdrop of political uncertainties in the Eurozone and dampened investor sentiment, the JPMorgan Funds – Europe Equity Plus Fund has delivered a since-launch return of 70.6% as at end-September 2018.

The fund’s performance showcases the European equity team’s judicious application of common sense philosophy within a rigorous, bottom-up process to exploit persistent market inefficiencies that have arisen due to human behavioural biases, achieving competitive long-term risk-adjusted returns.

A flagship offering for private bank clients, the fund extends the insights of portfolio managers by utilising short positions to generate alpha and manage risk more efficiently, enabling greater performance consistency. Crowned with a five-star Morningstar rating, the fund is one of a kind in the space.

Meanwhile, the JPMorgan Investment Funds – Europe Strategic Dividend Fund has also generated competitive yields relative to its key peers, with its (mth) EUR class offering a 12-month annualised yield of 5.2% as at end-August 2018. Designed for investors seeking exposure to high-yield stocks in Europe, the fund is one of the firm’s best-selling among its private bank clients.

A consistent innovator of European products and funds, J.P. Morgan Asset Management’s IEG behavioural finance investment team manages assets worth EUR 42 billion — an amount reflecting the asset manager’s range of solutions, excellent performance, and high-quality servicing.

Little surprise, then, that Asia’s private banking gatekeepers crowned J.P. Morgan Asset
Management Asian Private Banker’s Best Fund Provider – Europe Equity.