FOR PROFESSIONAL CLIENTS ONLY – NOT FOR RETAIL USE OR DISTRIBUTION J.P. Morgan Asset Management - Market Insights November 2013.

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Presentation transcript:

FOR PROFESSIONAL CLIENTS ONLY – NOT FOR RETAIL USE OR DISTRIBUTION J.P. Morgan Asset Management - Market Insights November 2013

1 Market Insights: equipping you for today’s complex markets Guide to the Markets chart pack - illustrating a comprehensive array of market and economic trends and statistics through clear, compelling charts and graphs. Quarterly perspectives - insightful stories and quarterly themes using slides from the Guide to the Markets chart pack Events and webconferences - take the opportunity to attend one of our Guide to the Markets events or dial in to a webconference

2 Market Insights: the income squeeze

3 Market Insights: why invest now? – an alternative indicator

4 Market Insights: why emerging markets?

5 Market Insights: US – quantitative easing and the tapering tiger

6 Market Insights: US Equity – alternative growth indicators

7 Market Insights: US – consumer driven growth

8 Market Insights: emerging markets – China growth

9 Market Insights: diversification benefits

10 Fusion Fund documents: equipping you for the client review Quarterly fund manager videos – for fund performance and views on future investment opportunities Interactive webconferences – details on how current market conditions are affecting the funds Monthly commentary – the investment team reflect on the previous month’s activity Quarterly commentary – the investment team review market performance, and share their outlook on how market movements affect the funds Fund discussion documents – linking Fusion commentary to specific slides in the Guide to the Markets pack Fact sheets – providing an informative snapshot of the fund range

11 Adviser Portal – providing a wealth of tools for both prospective and current clients

12 Adviser Portal: helping you deliver first class service Create bespoke reports in minutes, tailored to your clients’ investment objectives Material for prospective and existing clients Personalise reports with your own company logo and commentary Reports display market and fund commentary from the JPM Fusion Funds investment team Select from a variety of reporting frequency options Further support can be found in our detailed user- guide within the Support section of the portal

13 First class solutions to meet your clients’ investment needs Actively managed by investment experts – drawing on 160 years’ experience in managing portfolios for wealthy individuals Whole-of-market approach offering access to the best in-house and third party funds available across a diverse range of asset classes, sectors and geographic regions Consisting of both active and passive investments, giving the flexibility to seek outstanding performance while also keeping costs to a minimum Risk graded 3-7 by Distribution Technology Available in a variety of tax wrappers 0.93% (0.75 % AMC (C shares) % (capped additional expenses) - excludes underlying funds fees, expenses and any applicable third party platform fees JPM Fusion Fund range - Five new risk graded fund of funds providing investment solutions up and down the risk spectrum

For further information about the JPM Fusion Fund range Visit jpmorgan.co.uk/fusionfunds or call

15 J.P. Morgan Asset Management This document has been produced for information purposes only and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P.Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. Both past performance and yield may not be a reliable guide to future performance and you should be aware that the value of securities and any income arising from them may fluctuate in accordance with market conditions. There is no guarantee that any forecast made will come to pass. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co and its affiliates worldwide. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website Issued in the UK by JPMorgan Asset Management Marketing Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England No Registered address: 25 Bank St, Canary Wharf, London E14 5JP, United Kingdom. Investment is subject to documentation (Prospectus, Key Investor Information (KIID) and Terms and Conditions), copies of which can be obtained free of charge from J.P. Morgan Asset Management Marketing Limited. FOR INDEPENDENT FINANCIAL ADVISER USE ONLY – NOT FOR USE BY OR ONWARD DISTRIBUTION TO RETAIL INVESTORS