J.P Morgan Asset Management's latest fund launch aims to outperform inflation and deliver real returns across inflationary or economic cycles for pension investors.
With returns on risk-free assets still at historic lows and inflation remaining above target in the UK, the Jersey and UK-listed JPM Diversified Real Return Fund is aimed at those saving for, or already in retirement, who are increasingly concerned about how to safeguard the value of the funds they have built up for their pension. The UCITS fund is based on a successful strategy launched by the firm’s Global Multi-Asset Group (GMAG) in the US in 2011, and will blend inflation-linked bonds with real assets and inflation-sensitive equities to produce a portfolio that can outperform inflat...
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