Asset Management Awards for Excellence 2024 – Best Fund Provider – Global Equity

Best Fund Provider Global Equity

 

J.P. Morgan Asset Management

Best Fund Provider – Global Equity

Helge Skibeli

portfolio manager, international equity group

“We are delighted to be recognised as the Best Fund Provider for Global Equity. Our strategy offers a style-agnostic exposure to global equities, driven by our differentiated fundamental research insights, high conviction ideas and compelling long-term valuation approach.

With a highly experienced and well-resourced global equity research platform dedicated to a consistent research process that has been in place for almost four decades, we have built a proprietary database that is second to none. This has helped us capture attractive investment opportunities in our Global Select portfolio through a disciplined and consistent portfolio construction process.”

Winnersrationale

“Inflation is showing signs of cooling but has not yet fallen to the Fed’s target levels. Given this backdrop, the fund is focused on maintaining a higher credit quality, increasing its liquidity profile and allocating towards sectors with a positive fundamental outlook,” said Twinkle Sparta, associate editor, Asian Private Banker.

“With attractive yield and low volatility, the fund has attracted many investors, especially from Asian private banks. The fund has been widely onboarded with most major private banks across the region in Singapore, Hong Kong, China, Taiwan, Thailand, Malaysia, Indonesia, Philippines, and South Korea.”

“More importantly, the fund avoided the defaults that have marred China’s property and the US regional banking sectors. The strategy did not hold a single US regional bank, avoiding several defaults as well as the general underperformance of US bonds.”


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