JP Morgan Funds Ltd

Fund Company

JP Morgan Funds Ltd -
JP Morgan Asset Management is a leading asset manager for institutions, individuals and financial intermediaries, worldwide. JP Morgan’s investment professionals are located around the world providing strategies that span the full spectrum of asset classes including equity, fixed income, cash liquidity, currency, real estate, infrastructure, hedge funds and private equity.

With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, JP Morgan offer investment experience and insight that few other firms can match:

  • Clear focus on managing client assets and delivering strong risk-adjusted returns
  • More than 650 investment professionals providing over 200 different strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity.
  • Leadership positions in America, U.K., Continental Europe, Asia, and Japan

J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide. J.P. Morgan's Private Bank is the marketing name for the private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm with assets of $2.3 trillion.

J.P. Morgan’s core businesses include:
  • Asset Management
  • Investment Bank
  • Private Banking
  • Securities Services
  • Treasury Services
  • Commercial Banking

Asset Management
Asset Management provides institutional, high-net-worth and individual investor clients with high quality global investment management in equities, fixed income, real assets, hedge funds, private equity and cash liquidity. By building a reputation for investment excellence and superior service, J.P. Morgan Asset Management has become one of the largest asset managers in the world.

Investment Bank
J.P. Morgan is committed to meeting the evolving investment banking needs of its clients. Their goal is to help clients succeed, contribute to orderly and well-functioning markets, and support global economic growth. The firm provides clients with first-class strategic advice, lends money, raises capital, helps manage risk, makes markets and extends liquidity. One of the most important functions the firm serves is extending credit to companies to help them grow.

Private Banking
J.P. Morgan understands the complex challenges and opportunities that individuals and families of wealth face. In its advisory capacity, J.P. Morgan helps its clients to protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a diverse range of expertise spanning investments, wealth structuring, trust and estate planning, credit, banking and risk management.

Securities Services
J.P. Morgan is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimize efficiency, mitigate risk and enhance revenue. J.P. Morgan leverages the firm’s unparalleled scale, leading technology and deep industry expertise to service investments around the world.

Treasury Services
Treasury Services provides innovative payment, collection, liquidity and investment management, trade finance, commercial card and information solutions to the world’s leading companies, governments, regional banks and global financial institutions.

Commercial Banking
Commercial Banking provides lending, treasury services, investment banking and investment management services to more than 30,000 clients including corporations, municipalities, financial institutions and not-for-profit entities with annual revenues ranging from $10 million to $2 billion.


Fund Name



Inception Date




JPMorgan Funds Limited

JPM US Fund Cap






The fund is to provide capital growth over the long term by investing primarily through a portfolio invested in the shares of US companies.

JPMorgan Funds Limited

JPM Europe Smaller Companies Cap






The objective of the fund is to provide long-term capital growth by investing primarily in European smaller companies.

JPMorgan Funds Limited

JPM Natural Resources A Acc Cap






The objective is to provide a portfolio primarily of shares in companies throughout the world engaged in the production and marketing of commodities. The Fund aims to provide capital growth over the long term.

JPMorgan Funds Limited

JPM Cautions Total Return Cap






To achieve over a medium-term horizon higher returns than those available from money market instruments denominated in Sterling by investing primarily in fixed income securities, convertible bonds, equity securities and short-term securities of issuers located in any country.  The Fund may invest in such securities issued by issuers in emerging countries worldwide. Additionally, the Fund may invest up to 100% in cash and cash equivalents. Asset and country allocations may vary over time to reflect market conditions and opportunities. The Fund may invest up to 100% in government and public securities

JPMorgan Funds Limited

JPM US Equity Income Fund Cap






To provide a portfolio designed to achieve high and rising income by investing globally,primarily in equities, in any economic sector whilst participating in long term capital growth.