JPMorgan Alternative Strategies Select

The investment seeks to provide capital appreciation.
The fund may invest in a broad range of alternative or non-traditional asset classes and strategies which include: market neutral, merger arbitrage, and long/short strategies, commodities, real estate, inflation-protected investments or strategies, high yield (junk bonds), loan assignments and participations (Loans), and emerging markets. It seeks to manage volatility in the overall portfolio by allocating its assets across these asset classes and strategies and by considering future return expectations versus the anticipated risk level for specific investments.

Key stats

Management firm  JPMorgan
Domicile  United States
Fund Administrator  Jpmorgan Funds Management Inc.
Global Branding Name  JPMorgan
Fund currency  USD
Launch Date  2010-07-01
ISIN  US48121A4498
Manager 1 Name  Michael Loeffler
Manager 2 Name  Bala Iyer
Fund Strategy  Multialternative
Benchmark  BofAML US Treasury Bill 3 Mon TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-08-31
Return - 1 Month  0.78%
Return - 2 Months  0.52 %
Return - 3 Months  1.17%
Return - 6 Months  2.68 %
Return - 9 months  3.66 %
Return - 12 Months  7.02%
Annualized return 24 months  2.66 %
Annualized return 36 months  2.07 %
Annualized return 48 months  1.91 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  1.86%
Return YTD  3.02%

Ratings

Morning Star Rating Date   2014-08-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $1,000,000
Maximum Managment Charge  0.40 %
Exit charge  2.00 %
Performance Fee  0.00 %

Contact

Contact Address  100 Wood Street
Contact Address 2  270 Park Avenue, 42nd Floor
Contact Address 3  New York, NY 10017-2070
Contact city  London
Contact country  United Kingdom
Fund Admin Group  JPMorgan
Web Address  www.jpmorgan.com
Email contact  sharon.e.wright@jpmorgan.com
Custodian  J. P. Morgan Chase Bank
Phone  1-212-270-7325

Price

Last Price Date  2014-09-16
Pre-tax nav  15.55
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.05
Price change (percentage)  0.32 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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