JPMorgan launches global real assets fund

Clients’ demanded greater exposure to alternatives. JPM responded.

JPMorgan will launch the JPMorgan Real Assets Investment Trust on September 23.

According to a press release, the Trust gives investors access to alternative assets like infrastructure, real estate, and transportation sectors.

The company further explained that JPMorgan Global Core Real Assets (JARA) would “invest in six institutional funds run by JP Morgan’s Alternative Solutions Group that have previously been unavailable to retail investors in the UK.”

Initially sized at £100 million, the fund will charge a management fee of 0.98% at launch.

Net of fees, JPMorgan expects the fund to generate returns in the range of 7 to 9% annually.

Clients looking for alternatives exposure

“We have a big alternatives business globally, and we have, for some time, had clients asking us could we do something in this space so we have known for quite some time there is demand for a global real assets fund,” said JPM’s head of investment trusts, Simon Crinage.

JPMorgan has seen demand for access to alternative assets in recent years. In January, the firm released its first Global Alternatives Outlook to project 12- to 18-month horizons for various alternative asset classes.

JPMorgan Real Assets Investment Trust

The firm called the investment trust an optimum vehicle due it the fact that its assets would be long term in nature.

Assets will include renewable energy assets. Also, the Trust includes residential, retail and industrial real estate; transportation and logistics assets; and the shares of real estate investment trusts.

This is JPMorgan’s second attempt at tapping into the alternative investment trusts. In 2018, the company launched the JPMorgan Multi Assets Trust (MATE).

However, it has been a difficult start for the £87 million fund. As of August 7, MATE shares trade at a 9.8% discount below NAV.

Free Industry News

Subscribe to our free newsletter for updates and news about alternatives investments.

  • This field is for validation purposes and should be left unchanged.


Latest Alternative Investment News
FinTech: Lloyds To Acquire Stake In Loyalty App Bink
January 4, 2022     FinTech, News

Lloyds Banking Group (LON: LLOY), Britain’s biggest mortgage provider, will acquire a minority stake in loyalty app Bink, according to a report by Sky News for an undisclosed amount that…
Digital Assets: Coinbase CEO Armstrong Said To Have Splurged $133M On Home In LA
January 4, 2022     Digital Assets, News, Real Estate

An iconic property in Bel Air, Los Angeles, designed by internationally acclaimed English architect John Pawson changed hands last month for $133 million and the buyer was Coinbase (NASDAQ: COIN)…
Alternative Investments/ESG: VegTech Invest Launches Plant-Based Innovation & Climate ETF

VegTech Invest advisory has launched the VegTech Plant-based Innovation & Climate ETF (Ticker: EATV), its first financial product. The ETF offers exposure to publicly traded companies actively innovating with plants…超·世界.png
Venture Capital: Chinese AI Startup Parametrix Raises $100M, Turns Unicorn
January 4, 2022     Artificial Intelligence, News, Venture Capital

Chinese AI company has raised $100 million in a Series B round led by Sequoia China and joined by existing investors 5Y Capital and Gaorong Capital. Though the valuation…