JPM unveils RDR-friendly discretionary and FoF ranges

clock

J.P. Morgan Asset Management is to launch a fund of funds range and a set of discretionary portfolios as part of its adviser solutions offering launching next year.

The Q1 2013 launch of J.P. Morgan Adviser Solutions is designed to support UK advisers' "management requirements, investment and client servicing needs". The JPM Elite Portfolios, six whole-of-market, actively managed multi-fund portfolios that will be risk-rated and run on a discretionary basis, will be joined by the JPM Fusion fund range - five fund of funds sitting at different points on the risk spectrum. The Fusion range will draw on J.P. Morgan Private Bank's asset allocation, fund selection and risk control systems. The Fusion funds will carry AMCs of 0.75%, while the JPM El...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Infrastructure: A good investment gone bad – and then good again?

Infrastructure: A good investment gone bad – and then good again?

'Infrastructure - a victim of a unique set of circumstances'

Darius McDermott
clock 02 May 2024 • 5 min read
Investment opportunities 'differ by client age group'

Investment opportunities 'differ by client age group'

‘Advisers should consider personal circumstances when it comes to investment’

Isabel Baxter
clock 02 May 2024 • 1 min read
Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 02 May 2024 • 2 min read