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Investment Research

JPM US & US Dynamic Funds - Upgraded

By ROBERT HARLEY 30/08/2006

Both the above US equity funds are run off the same quantitative investment process, with the Offshore Dynamic version adopting a less constrained investment approach. Whilst the use of a systematic approach to fund management may on the face of it appear relatively unappealing, we believe the process that underpins both funds can achieve a high probability of success, in what has historically been a notoriously difficult sector to identify consistent performers.

We have raised our rating on both funds to 4 stars.

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