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JPM STERLING LIQUIDITY INSTITUTIONAL - Fund overview

Bestinvest rating 5 stars


Overview of JPM STERLING LIQUIDITY INSTITUTIONAL

This fund aims to achieve a competitive level of total return consistent with the preservation of capital and a high degree of liquidity. The fund targets a return in excess of the 7 day sterling LIBID rate by investing in a diversified portfolio of short duration, high quality money market instruments including commercial paper and certificates of deposits. The yield that investors receive is calculated on a daily basis and can be found in the 'Income rates' section of our website.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  Short Term Money Market
Product type  OFFSHORE FUND
Launched  September, 2000
Size  £11,103m
Yield 0.5%
Charging basis  Income
Dividends paid  Monthly
Bid price 100.00p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.16%
Total expense ratio 0.21%
Reduction in yield (10yr) 0.21%

Bestinvest says


This fund suits investors who are looking for an alternative to cash deposits for their medium-term or temporary cash investments. This fund has a maximum Weighted Average Maturity of 60 days, although this typically ranges at lower levels to ensure daily liquidity, and will only invest in individual securities with a maximum duration of 397 days. These maximum duration restrictions coupled with other constraints on the fund mean it qualifies as an Institutional Money Market Funds Association (IMMFA) member fund.

Portfolio

jpm sterling liquidity institutional asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 100%
jpm sterling liquidity institutional equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

No data available.

Investment process


The fund’s investment objectives are achieved by a combination of portfolio implementation, credit research and liquidity and risk management. The credit analyst team is structured by sector and research includes issuer assessment, industry or product dominance and relative performance. Fundamental research includes asset quality and underlying credit, inherent liquidity and management and earnings. After this rigorous research each instrument will be assigned an internal rating and an approved-for-purchase list is designed from which the portfolio manager constructs the portfolio. Restrictions on the fund include a maximum maturity of individual securities of 397 days and a maximum weighted average maturity of the portfolio of less than 60 days although in practice the WAM is considerably lower. Typically the fund will invest in commercial paper, certificates of deposits, time deposits, asset backed commercial paper and short term corporate bonds. LIBID is the interest rate at which banks bid to borrow money from other banks. In reality this rate is set marginally below LIBOR which is the average interbank lending rate.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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