Capacity Constraints

In order to protect the interests of investors, J.P. Morgan Asset Management (Europe) may find it necessary to limit the size to which a fund is allowed to grow. This might arise for example, when the investment manager is of the view that allowing further inflows into the fund might have a significant impact on fund performance.

Generally speaking, such a situation is more likely to arise with funds following a highly specialist investment objective and with a concentrated investment portfolio – however other reasons may also give rise to capacity limits in a fund.

Set out below is a summary of the current position of all J.P. Morgan Asset Management Funds, which are closed or have recently been reopened.

If you are a private investor and you require investment advice, please contact your professional financial advisor.

Fund Name Status Date Information
JPMorgan Funds - Europe Equity Plus Fund* Soft Closed 20.10.2014 See disclaimer below
JPMorgan Funds - US Smaller Companies Fund Soft Closed 18.01.2017
JPMorgan Funds – Emerging Markets Small Cap Fund ** Soft Closed 11.04.2017 See disclaimer below
JPMorgan Funds - Japan Equity Fund Soft Closed 04.06.2018