Investment Performance
Insight + Process = Results
Successful investing is driven by insight into opportunities, markets and portfolio strategies.
At J.P. Morgan Asset Management, our reputation has been built on a promise to put client interests ahead of our own, to generate original insight and to translate that insight into results.
Today, our advice, insight and intellectual capital drive a growing array of innovative strategies powered by new ideas, sophisticated analytics and a relentless focus on generating results for each client.
Transforming insight into results is what we do at J.P. Morgan Asset Management.
Investment Performance (March 31, 2009)
- 66% of mutual fund assets under management (AUM) in 1st and 2nd quartiles over 5 years
- 62% of mutual fund AUM in 1st and 2nd quartiles over 3 years
- 54% of mutual fund AUM in 1st and 2nd quartiles over 1 year
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Quartile ranking sourced from Lipper for the U.S. and Taiwan; Micropal for the U.K., Luxembourg and Hong Kong; and Nomura for Japan.
J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide. Any forecasts or opinions expressed are J.P. Morgan's own at the date of this material and may be subject to change. The value of investments and the income from them may fluctuate and your investment is not guaranteed and investors may not get back the full amount invested. Past performance is not a guide to future performance. Exchange rates may cause the value of underlying investments to go up or down.