INVESTMENT MANAGERS
J.P.Morgan Investment Portfolios.
Supported by deep resources across regions and sectors, our global team of investment professionals take a research-driven approach to uncover opportunities and risks to help investors build stronger portfolios. We take a forward-looking investment approach to deliver long-term sustainable financial return in a fast-changing world.
Our investment capabilities span a huge range of asset classes and regions. This enables us to offer a suite of solutions that can help investors diversify* their portfolios and achieve their individual investment goals in a variety of ways.
*Diversification does not guarantee investment returns and does not eliminate the risk of loss.
Defensive Income
Balanced Income
Robust Growth
Maximum Growth
Things You Should Know
The published performance figures are as of December 2023 and net of all fees. Past performance is not a reliable indicator of future performance, and the above information is of a general nature only and should not be considered as personal financial advice that takes into account your individual objectives, needs or circumstance
Investment Objective
CPI+1-2% annualised over a rolling 5-year period with a low volatility.
Typical Investor
Cautious investor with a low risk appetite and looking for a steady income stream.
Investment Strategy
We invest across asset classes aiming to produce an attractive and sustainable regular income payment, which has become particularly important to investors in this low interest rate environment. This is a conservative portfolio with a focus on income generating securities, including:- government bonds, investment grade corporate bonds, high yield bonds;
- real estate investment trusts (REITS);
- dividend paying equities.
Management Fee
0.45%
Recommended Minimum Investment
$10 000
Investment Objective
CPI+2-3% annualised over a rolling 5-year period with a moderate volatility.
Typical Investor
Investor seeking a steady source of income yield and can accept some fluctuations in the value of their investments over the short term.
Investment Strategy
We invest across asset classes aiming to produce an attractive and sustainable regular income payment, which has become particularly important to investors in this low interest rate environment. This is a moderate risk portfolio with a focus on income generating securities, including:- government bonds, investment grade corporate bonds, high yield bonds;
- real estate investment trusts (REITS);
- dividend paying equities.
Management Fee
0.45%
Recommended Minimum Investment
$10 000
Investment Objective
CPI+3-4% annualised over a rolling 5-year period with a moderate to high volatility.
Typical Investor
Aggressive investor looking for capital appreciation over the long term and is less sensitive to fluctuations in the value of their investments in the short term.
Investment Strategy
This is a growth portfolio with a risk profile similar to a 70% equities, 30% fixed income allocation. We invest across assetclasses aiming to balance between pursuing capital growth with prudent risk management through diversification.
The portfolio will include:
- government bonds, investment grade corporate bonds, high yield bonds;
- real estate investment trusts (REITS);
- equities.
Management Fee
0.45%
Recommended Minimum Investment
$10 000
Investment Objective
CPI+4-6% annualised over a rolling 5-year period with a moderate to high volatility.
Typical Investor
Highly aggressive investor looking for significant capital appreciation over the long term and is not sensitive to fluctuations in the value of their investments in the short term.
Investment Strategy
This is a high-growth portfolio with a risk profile similar to a 90% equities, 10% fixed income allocation. We invest across
asset classes aiming to balance between pursuing capital growth with prudent risk management through diversification.
The portfolio will include:
- government bonds, investment grade corporate bonds, high yield bonds;
- real estate investment trusts (REITS);
- equities.
Management Fee
0.45%
Recommended Minimum Investment
$10 000
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J.P.Morgan Team
Leon Goldfeld
Leon is a portfolio manager in the Multi-Asset Solutions team, based in Hong Kong. Leon joined Multi-Asset Solutions from Amundi Hong Kong Limited where he was Head of Asian Multi-Asset Investment. He was promoted to Deputy Chief Investment Officer of Amundi Hong Kong in 2015. Leon's role at Amundi encompassed the portfolio management of all Asian biased multi-asset accounts as well as promoting the global multi-asset expertise throughout the Asian region. He has extensive experience in investment management, especially in the area of economic research, investment strategy ....
Leon is a portfolio manager in the Multi-Asset Solutions team, based in Hong Kong. Leon joined Multi-Asset Solutions from Amundi Hong Kong Limited where he was Head of Asian Multi-Asset Investment. He was promoted to Deputy Chief Investment Officer of Amundi Hong Kong in 2015. Leon's role at Amundi encompassed the portfolio management of all Asian biased multi-asset accounts as well as promoting the global multi-asset expertise throughout the Asian region. He has extensive experience in investment management, especially in the area of economic research, investment strategy and asset allocation. Prior to joining Amundi, Leon was Managing Director, Investment Strategy Group at Goldman Sachs Private Wealth Management, focusing on emerging market equity strategy. From 2004 to 2010, Leon was Chief Investment Officer at HSBC Global Asset Management (Hong Kong), where he managed over US$20 billion of multi-asset accounts and led an investment team covering strategic and tactical asset allocation investment research. He started his career in AXA Investment Managers, Australia in 1988 and was promoted to Chief Investment Officer of AXA Investment Manager, Hong Kong in 2001, where he managed an investment team and oversaw the management of a range of multi-asset accounts, Asian equities, Asian fixed income and special situation hedge funds.
Leon has been a Chartered Financial Analyst charter holder since 1997. He received a Bachelor degree in Science (Computer Science, Accounting and Economics) from Monash University in Melbourne.
Jordan Stewart, CFA
Jordan is a portfolio manager within Multi-Asset Solutions. He is currently based in Hong Kong. Prior to this role, from 2015 – 2018, Jordan was responsible for conducting manager research and the build out of the team's technological infrastructure within Multi-Asset Solutions. During that time he was based in London and, prior, to that, New York. From 2011 -2015, Jordan was an investment specialist, focused on supporting the SmartRetirement Target Date Fund Suite and institutional clients in NYC. Prior to his career at J.P. Morgan, Jordan spent three years working in a ....
Jordan is a portfolio manager within Multi-Asset Solutions. He is currently based in Hong Kong. Prior to this role, from 2015 – 2018, Jordan was responsible for conducting manager research and the build out of the team's technological infrastructure within Multi-Asset Solutions. During that time he was based in London and, prior, to that, New York. From 2011 -2015, Jordan was an investment specialist, focused on supporting the SmartRetirement Target Date Fund Suite and institutional clients in NYC. Prior to his career at J.P. Morgan, Jordan spent three years working in a boutique qualitative marketing research firm. Jordan graduated with a BA in Urban Studies from Columbia University. Jordan Stewart holds the Chartered Financial Analyst designation.
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