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printJPMORGAN ASSET MANAGEMENT TAKES TOP SPOTS IN THE THOMPSON REUTERS EXTEL SURVEY 2008
• JPMorgan Asset Management named as leading Pan-European Fund Management firm in Thomson Reuters Extel Survey 2008
• JPMAM'S Peter Lawrence named Leading Pan-European Fund Management Individual and Asif Jeevanjee as runner-up
JPMORGAN ASSET MANAGEMENT CONTINUES MOMENTUM IN UK INSTITUTIONAL BUSINESS
• JPMorgan Asset Management announced today that it had won 21 mandates from UK pension plans at year to date 2008.
JPMORGAN AMERICAN INVESTMENT TRUST SAYS ITS TIME TO LOOK FORWARD
• The investment manager of the JPMorgan American Investment Trust insists now is the time to look to the future and position portfolios accordingly.
JPMORGAN ASSET MANAGEMENT LAUNCHES JPM EMERGING MARKETS INFRASTRUCTURE EQUITY FUND
• Share in the emerging markets building boom
• Access the trends driving the infrastructure theme
INVESTORS NOT CAUTIOUS ABOUT TOTAL RETURN
• JPMAM Cautious Total Return Fund one of the fastest growing in its sector
• AUM doubled in just 10 months
• Lowest volatility with top returns
JPMORGAN LAUNCHES IPO OF NEW CLOSED-ENDED CONVERTIBLES INVESTMENT COMPANY TO UK MARKET
NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES, CANADA AUSTRALIA OR JAPAN
• Objective to offer superior risk-adjusted returns against debt and equities markets
• Company to access JPMAM Global Multi-Asset Group’s market-leading team
JPMORGAN ASSET MANAGEMENT TOPS CITYWIRE RATINGS IN ‘TOP 100’ REPORT
JPMAM has the most AAA rated managers over 3 years
Georgina Brittain rated third overall in top 100 fund managers in the UK
JPMORGAN UK STRATEGIC EQUITY INCOME FUND GETS GO AHEAD TO MERGE WITH JPM EQUITY INCOME FUND
- 95% of shareholders vote in favour of merger -
JPMORGAN ASSET MANAGEMENT SCOOPS TWO PROFESSIONAL ADVISER AWARDS
• Austin Forey and team win the best Emerging Markets fund in ‘Hot 100’ over 3 years
• JPMAM win best Investment Trust group
JPM EUROPE DYNAMIC LONG SHORT FUND WINS EUROHEDGE AWARD TWICE IN SUCCESSION
JPMorgan Asset Management (JPMAM) is delighted to announce that the JPM Europe Dynamic Long Short Fund has been awarded the Eurohedge 2007 Award - European Equity (under US$500 million). This is the second successive year that the Fund has won this award.
JPMORGAN ASSET MANAGEMENT HOSTS FIRST INTERACTIVE AGM FOR CHINESE INVESTMENT TRUST
For the first time ever, investors in the £128m JPMorgan Chinese Investment Trust plc will be given the opportunity to ask questions at the Company’s AGM on Tuesday 11 December 2007 online via JPMorgan Asset Management’s (JPMAM) new interactive AGM service.
FIVE GOLDS IN A ROW FOR JPMORGAN ASSET MANAGEMENT
• JPMorgan Asset Management awarded Incisive Media Gold Standard for FIFTH consecutive year
• JPMAM also crowned What Investment’s Fund Management Group of the year, IFA Online’s ‘Best Online Financial Adviser’ and Investment Week’s Investment Trust ‘Group of the Year’
JPMAM SCOOPS BEST GROUP AWARD AT INVESTMENT WEEK AWARDS 2007
• JPMAM triumphs as it wins ‘Group of the Year’ category at this year’s Investment Week Investment Trusts of the Year awards
JPMAM LAUNCHES ITS COMPREHENSIVE GUIDE TO MiFID FOR FINANCIAL ADVISERS
• MiFID identified by IFAs as one of the biggest key drivers of change in next 3 years
• Confusion still exists yet UK IFAs are well ahead of European counterparts
CONVERGENCE IN EASTERN EUROPE IS KEY TO FURTHER GROWTH
• Growth in emerging Europe dependent on the ‘3 C’s’
• JPM New Europe Fund returns over 417% over 5 years
THERE’S A WORLD OF INCOME OUT THERE! JPMORGAN ASSET MANAGEMENT URGES INCOME INVESTORS TO BROADEN THEIR HORIZONS
• Ability to ‘go-anywhere’ is literally paying dividends
EXPAND YOUR HORIZONS WITH JPMORGAN ASSET MANAGEMENT’S BLEND OF FIVE EXCITING EMERGING MARKETS INVESTMENT TRUSTS
• Bundled incentive share plan for investors
• Emerging markets webcast goes live 1st October 2007
PARENTS SACRIFICE OWN RETIREMENT NEST EGG TO PUT CHILDREN’S FUTURE FIRST
• 18% of parents sacrifice own or partner’s pension to afford their child’s private education
• A quarter (25%) dip into existing savings to cover costs of private schooling
• 16% of parents fund their child’s private education using their bonus
JPMORGAN ASSET MANAGEMENT TOPS CITYWIRE RATINGS
• 15 Citywire rated fund managers
• More AAA rated fund managers than any other fund group
LESSONS FROM THE US – HOW UK IFAs AND ASSET MANAGERS CAN BENEFIT FROM THE US
• UK IFA industry experiencing similar pressures to US industry
• Size matters but small can be successful in the UK and US
JPMORGAN ASSET MANAGEMENT - PIONEERING PRICING REFORMS TAKE EFFECT FROM 1st SEPTEMBER
• JPMAM poised to set the industry benchmark for transparency ahead of widespread regulatory reforms
• New simplified pricing and share class structure for UK OEICS to take effect
HOLIDAYS AND HOBBIES SACRIFICED AS PARENTS STRUGGLE TO FUND CHILDREN’S PRIVATE SCHOOL FEES
• More than half of parents (52%) sacrifice holidays to pay for their children’s private education
• 58% of parents who pay towards their child’s private education spend 10% or more of their household income on fees
• 54% of parents say poor choice of state schools in their area is one reason they send their children to private school
JPMORGAN ASSET MANAGEMENT OFFERS IFA SURVIVAL GUIDE FOLLOWING EXTENSIVE INDUSTRY RESEARCH
• Advisory market faces mass regulatory and commercial change yet powerful opportunities exist
• Over 200 investment advisors surveyed about their future business concerns
JPMORGAN ASSET MANAGEMENT ANALYSTS GAIN THE TOP TWO PLACES IN THOMSON EXTEL 2007 BEST OF THE BUYSIDE AWARDS
• JPMorgan Asset Management rated third out of 759 firms in Leading Pan-European Fund Management Firm award
JPMorgan Asset Management (JPMAM) is delighted to announce that Asif Jeevanjee was named number one, and Peter Lawrence in second place, in the Thomson Extel 2007 Best of Buyside Awards - a survey with over 1,800 buyside individuals, and 759 firms receiving nominations, and sector rankings across 32 equity market sectors.
JPMORGAN ASSET MANAGEMENT EXPANDS CONVERTIBLE BOND TEAM
JPMorgan Asset Management (JPMAM) announced today the appointment of Mustaq Rahaman as convertible bond portfolio manager in its global multi-asset group (GMAG). Rahaman will be based in London, and report to Antony Vallee, senior portfolio manager with primary responsibility for the convertible bond book of business
JPMORGAN ASSET MANAGEMENT LAUNCHES THE JPM FLEXIBLE BOND FUND
• A total return bond fund for all market environments
JPMorgan Asset Management ('JPMAM') today announces the launch of the JPM Flexible Bond Fund (the Fund), offering an innovative development in bond fund management. By investing wherever the best bond opportunities lie globally, the fund has the flexibility to maximise returns during all market environments.
JPMORGAN ASSET MANAGEMENT LAUNCHES TOTAL RETURN LIFE FUNDS
• A core holding for DC schemes that aims to deliver consistent returns in any market conditions
JPMorgan Asset Management ('JPMAM') today announces the launch of the JPM Life Capital Preservation Fund and the JPM Life Capital Appreciation Fund ('the Funds'). These are long-only funds that aim to deliver a positive return over a target time horizon - made possible by having the flexibility to invest across different asset classes, the funds may be able to move into equities when stock markets are set to rise.
FOUR CONSECUTIVE YEARS OF DOUBLE DIGIT RETURNS FOR TOP-PERFORMING
• Net asset value up +24% outpaces +20% benchmark over one year*
• Trust has outperformed its index over 1, 3, 5 and 10 years**
• Bottom-up investment process and impact of gearing in a rising market has helped drive performance
A bottom-up investment process and a low inflationary environment have helped to drive performance for the award-winning JPMorgan European Fledgeling Investment Trust run by AA Citywire-rated co-managers Jim Campbell and Francesco Conte. The Trust has outperformed its benchmark, the HSBC Smaller European Companies (ex UK) index (Sterling), over 1, 3, 5, and 10 years**.
COMMODITIES BOOM - NO SIGNS OF BURSTING SAYS HENDERSON
Manager of the top performing JPM Natural Resources Fund increases exposure to uranium and gold as commodities look stronger than ever
Where many other fund managers and analysts are predicting an impending and so-called 'bursting' of the commodities bubble, Ian Henderson, manager of the £1.1 billion JPM Natural Resources Fund, is defying the naysayers by taking strong positions in the likes of uranium, nickel and platinum.
JPMAM CONTINUES MOMENTUM IN UK INSTITUTIONAL BUSINESS
JPMorgan Asset Management (JPMAM) announced today that it had won 27 mandates from UK pension plans at year to date 2007, with almost 60% of the assets invested in equity products. JPMAM also saw significant flows into alternative asset classes such as infrastructure and hedge funds.
JPMAM APPOINTED BY NEWHAM COUNCIL AS MANAGER OF £15M OF PENSION FUND ASSETS
• Assets to be invested in the JPM Managed Currency Plus Fund
JPMorgan Asset Management (JPMAM) is pleased to announce that it has been appointed by the London Borough of Newham Pensions Fund to manage a £15 million currency mandate. The assets will be invested in the JPM Managed Currency Plus Fund.
JPMF MERCANTILE INVESTMENT TRUST PLC DELIVERS +33% TOTAL RETURN TO SHAREHOLDERS
• Total shareholder return was +33.1% beating benchmark return of +24.3%
• Total dividend of 25.00p for the year, up 15% on 2006
• Focus on UK small and mid sized companies
The Board of JPMorgan Fleming Mercantile Investment Trust plc today announced its one year results to the year ending 31 January 2007.
£110,000 POTENTIAL PIGGY BANK FOR CHILDREN NOT ELIGIBLE FOR CTFs, SAYS JPMORGAN ASSET MANAGEMENT
As the Government celebrates the second anniversary of the launch of the Child Trust Fund (CTF), millions of parents whose children were not eligible for this savings account may be wishing the Government had given their offspring a birthday present too. However, JPMorgan Asset Management (JPMAM), the leading provider of investment trusts, says there is good news yet for these parents. Those who had regularly invested the equivalent monthly CTF amount for 18 years in a stockmarket-based fund would have built up a potential fund pot of nearly £110,000.
JPMORGAN ASSET MANAGEMENT ENCOURAGES TAX-EFFICIENT INVESTMENTS
• Transaction charge waived on £1000 (minimum) Investment Trust ISAs
• Initial investment charge is reduced by two per cent for OEIC ISAs
• Free ISA and PEP transfers until 30 April 2007
• Call free on 0800 20 40 20 for more information
In a bid to encourage investors to take advantage of tax-efficient investment measures, JPMorgan Asset Management (JPMAM) today announced that it is offering discounts across its range of Investment Trust and OEIC ISAs until 30 April 2007.
JPMORGAN ASSET MANAGEMENT APPOINTS JONATHAN INGRAM TO LEAD EUROPEAN HIGHER ALPHA TEAM
JPMorgan Asset Management (JPMAM) today announced the appointment of Jonathan Ingram to lead the European Higher Alpha team, which is responsible for the management of the group?s highly successful Dynamic fund range.
JPMORGAN ASSET MANAGEMENT TAKES THREE OF THE TOP SIX PLACES IN CITYWIRE TOP 100 FUND MANAGERS 2007
• Austin Forey No. 1 in Global Emerging Markets Sector and No. 6 in Top 100
• Georgina Brittain and Mark Davids are joint No. 2 in Top 100
• JPMAM has most rated fund managers over one and three years
WIN A TRIP TO DISNEYLAND® PARIS WITH JPMORGAN ASSET MANAGEMENT'S SAVING FOR CHILDREN SCHEME
JPMorgan Asset Management (JPMAM), the leading provider of investment trusts, today announced they are offering the opportunity for individuals to win one of five family holidays to Disneyland® Resorts Paris. To enter the prize draw, individuals simply need to request a Saving for Children information pack from the JPMAM investment trusts website at www.jpmorganinvestmenttrusts.co.uk. Competition entries are sent with the information pack, or can be completed online. The closing date for entries is 30 April 2007 and winners will be notified by 15 May 2007.
JPMORGAN ASSET MANAGEMENT ENCOURAGES TAX-EFFICIENT INVESTMENTS
• Transaction charge waived on £1000 (minimum) investments
• Free ISA and PEP transfers until 30 April 2007
• Call free on 0800 40 30 30 for more information
In a bid to encourage investors to take advantage of tax-efficient investment measures, JPMorgan Asset Management (JPMAM) has announced that it is offering free ISA and PEP transfers and is waiving transaction charges on all investments over £1,000 into any of its JPMorgan Investment Trust ISAs.
JPMORGAN ASSET MANAGEMENT FUNDS ADDED TO STANDARD LIFE'S LIFE AND PENSIONS PLATFORM
JPMorgan Asset Management is pleased to announce the addition of the JPM Global Property Securities Fund and the JPMorgan Cautious Total Return Fund to Standard Life Assurance Ltd's Life and Pensions platform.
JPMORGAN ASSET MANAGEMENT LAUNCHES PROGRESSIVE MULTI-STRATEGY FUND
• Fund aims to deliver equity-like returns with much lower volatility for investors
• Greater transparency through single charging structure
• Guernsey-based closed-end investment company to launch in March 2007 on AIM and CISX
JPMorgan Asset Management (JPMAM) today announced the launch of the JPMorgan Progressive Multi-Strategy Fund Ltd, a new leading edge financial product aimed at delivering equity-like returns with much lower volatility over the medium to long term.
JPMORGAN ASSET MANAGEMENT LAUNCHES 'GUIDE TO THE MARKETS'
• Value added service designed to help investment advisers navigate their way around world markets
• Provides neutral information on key macro-economic themes
• Already an enthusiastic reception from IFAs and investment professionals
JPMorgan Asset Management (JPMAM) has today announced the launch of a new initiative designed to help IFAs familiarise themselves with the key features of global markets - both now and historically.
THE INCOME FUND THAT GOES FURTHER - JP MORGAN ASSET MANAGEMENT LAUNCHES GLOBAL EQUITY INCOME FUND
• Fund already receiving a positive response from investment professionals
• Cash is king
• Enhanced commission terms for IFAs throughout 2007
JPMAM REMINDS INVESTORS ABOUT DATE FOR CONVERSION BETWEEN JPM EUROPEAN INVESTMENT TRUST SHARE CLASSES
JPMorgan Asset Management (JPMAM) is reminding investors in JPM European Investment Trust, the innovative European income investment trust with two share classes, that the date for converting between share classes is 15 March 2007. Conversion applications must be received any time in February 2007.
JPMAM APPOINTED BY BEDFORDSHIRE COUNTY COUNCIL AS MANAGER OF £20M OF PENSION FUND ASSETS
• Assets to be invested in the JPM Managed Currency Plus Fund
JPMorgan Asset Management (JPMAM) is pleased to announce that it has been appointed by Bedfordshire County Council Pension Fund to manage a £20 million currency mandate. The assets will be invested in the JPM Managed Currency Plus Fund.
JPMORGAN ASSET MANAGEMENT CONTINUES TO EXPAND
• Alex Barry moves to Head of Wholesale Channel
• Mike Parsons appointed Head of UK Distributor Sales
• Derek Borthwick appointed Regional Sales Manager