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Ratings Roundup

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RATING REMOVED

Rating Removal - JPM Multi Asset Income

Posted @ 20/01/2025 09:55 Posted in Ratings Roundup

We have decided to remove the A rating of the JPM Multi Asset Income fund. Despite the fund generating a competitive level of income over the years, its total return performance has been challenged relative to its benchmark and peers. Whilst acknowledging the impact of the fund’s hedging strategy during a period of Sterling weakness versus the US dollar, our confidence in the team's ability to add value through asset allocation and stock selection has diminished over recent years to a level where we feel we can no longer support the rating.

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