Investment Strategies
Key Benefit: Seeking high alpha returns and portfolio diversification
A fund provides a simple, efficient vehicle that allows investors to benefit from all the sources of alpha generated in currency markets. Funds differ from active management (steps 2 and 3), in that they require an upfront cash allocation, however they also target high levels of excess return, concurrent with a higher level of expected risk. A small cash allocation into currency funds can add significant excess returns to your total portfolio returns. We offer currency funds in three base currencies: US dollars, Euros and British pounds
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Please contact your JPMorgan representative for tax implications for U.S. investors investing in the Managed Currency Funds. The managers seek to achieve the stated objectives. There can be no guarantee the objectives will be met.