Asset Management Awards for Excellence 2022 – Best Fund Provider – Disruptive Fund

Best Fund Provider Disruptive Fund


J.P. Morgan Asset Management

Best Fund Provider – Disruptive Fund

Yazann Romahi

managing director, CIO for AM Solutions – Quantitative Solutions

“We are delighted and honoured to be named Best Fund Provider – Disruptive Fund.
The onset of COVID-19 pandemic has greatly increased the spotlight on the healthcare sector. And in this space, gene therapy represents a paradigm shift in healthcare and the world of available treatments. These therapies could disrupt and revolutionise healthcare, with the potential to cure diseases that previously could only be managed through long-term treatment. The theme has resonated well with our private bank and wealth clients as this is an early stage investment opportunity with significant growth potential.

We will continue to be an innovative leader and asset manager in delivering the best in class client solutions and services for our partners in the private banking and wealth management community.”


A truly disruptive strategy in an emerging area of innovation holds the potential to overturn the status quo and transform an entire industry. Such a strategy could also offer investors access to opportunities that are otherwise nearly impossible to navigate. The JPMorgan Funds – Thematics – Genetic Therapies is one such strategy which opens up a gateway to cutting-edge technology and healthcare solutions of the future.

The fund invests into the theme of genetic therapies by investing in companies around the globe that are involved in research, development, or production of genetic therapies. This is an innovative area that has the potential to disrupt the healthcare industry, essentially shifting the way diseases are treated.

Nonetheless, there is nothing more convincing to investors than the fund’s strong performance. Since inception in October 2019 through November 2021, the A share class of the fund (USD) returned +21.4% annualised, outperforming its benchmark, the MSCI ACWI Index by +3.4%. This is despite the fact that in recent months the macro environment saw small cap/growth sectors taking a backseat. The fund was still able to outperform the small cap biotechnology sector by 10% over the 12-month period.

Such performance would not be possible without a diligent selection process. The fund utilises an innovative investment approach, using the firm’s Artificial Intelligence-based “ThemeBot” to identify investment ideas, combined with human insight to build the portfolio. The fund leans towards higher quality stocks within the genetic therapies universe, especially those slightly ahead in R&D or those taking on less leverage than peers.

The fund capitalises on J.P. Morgan Asset Management’s in-house strengths by bringing together quantitative research teams with fundamental analyst experts, resulting in a portfolio of stocks that provides exposure to the disruptive genetic therapies theme while minimising idiosyncratic risks.

For the reasons listed above, J.P. Morgan Asset Management has been selected as Best Fund Provider – Disruptive Fund by Asian Private Banker.

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