JPM GLOBAL DYNAMIC A DIS USD - Fund overview

Portfolio

• Asset Allocation
• Equity Geographic
• Equity Capitalisation

Allocation		Proportion
	Equity	99%
	High yield bonds	0%
	Quality bonds	0%
	Property	0%
	Commodities	0%
	Hedge	0%
	Fund cash	1%

Allocation		Proportion
	UK	12%
	Europe	22%
	Nth America	50%
	Japan	12%
	Pacific	2%
	Other Equity	2%

Allocation		Proportion
	Large Caps	83%
	Mid Caps	16%
	Small Caps	1%

View all performance data for JPM GLOBAL DYNAMIC A DIS USD

Investment process

JPM have developed a range of funds under the "dynamic" banner, which identifies them as seekers of higher return or "alpha" portfolios. This aggressively managed fund aims to achieve superior returns by buying the best value and growth companies highlighted by JPM's established, in-house investment process.
The fundamental belief is that opportunity's for the highest returns are through anomalies found at both ends of the value and growth scale. The balance between value and growth will depend upon which is producing the strongest returns.
Stock selection is from a list of around 400 stocks that constitute the top two quintiles of issues that pass JPMF's screens, which includes a minimum market cap criteria of $1bn. Research is carried out by 128 specialists based in London, New York, Tokyo and Hong Kong who communicate stock ideas via a 1-5 stock scoring system. Particularly sought attributes include: identifiable competitive advantage; recruitment of product demand; free cash flow and returns on capital.