Investor Summary

George Gatch serves as CEO of JPMorgan Asset Management since 2019, bringing 33 years of experience at JPMorgan Chase since joining in 1986. He successfully launched the Global Funds' U.S. mutual fund complex in 2005, leading it for a decade while doubling market share. The leadership team includes Jed Laskowitz, who leads private markets and customized solutions overseeing real assets, private equity, infrastructure, and macro strategies, and Anton Pil, who heads global alternative solutions focusing on private equity and hedge fund of funds. The firm underwent strategic reorganization in September 2025, splitting its $400 billion alternative assets division into two specialized groups to better serve institutional clients.

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Fund Strategy

JPMorgan Asset Management emphasizes a fiduciary commitment dating back two centuries to generate alpha for a diverse client base, including individuals, corporations, sovereign entities, and central banks across over 150 countries. The firm maintains an industry-leading franchise characterized by consistent, strong investment performance, with over 80% of long-term funds outperforming peer medians over the past decade. Risk management and environmental, social and governance (ESG) factors are integrated holistically into their approach, systematically incorporating ESG factors in actively managed assets to manage risk and improve long-term returns without altering investment objectives or restricting investment universes.

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FUND PERFORMANCE AS OF 31st March 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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