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UK Wealth Managers

  • In this live webcast, Fidelity American Special Situations portfolio manager Angel Agudo will discuss how recent market volatility has created a number of mispriced opportunities. He will highlight the unloved areas which he believes now offer significant upside potential.
  • Join Gary for an interactive webinar update on the team’s two fund ranges. 2015 was a year of low returns across asset classes, but how did the team perform? What will 2016 hold and what challenges will they face? What portfolio activity has there been recently and with F&C MM Navigator Distribution a key fund in the stable, what do the team think about the outlook for income? Your chance to ask questions to the manager.
  • Andrew Rose, fund manager of the Gold and five-star rated* Schroder Tokyo Fund, will provide a fund update, a discussion of the market and where he is seeing investment opportunities at present.

    *Source: Morningstar, as at 31 December 2015
  • Jonathan Platt, Head of Fixed Income offers an outlook for bond markets generally with an update on the RL Corporate Bond Fund.
  • In volatile environments, maintaining investment conviction is paramount. Join Kurt Feuerman as he reviews 2015 and discusses his strategy for weathering the volatility that has thus far characterized 2016.
  • - Active, bottom-up unbenchmarked asset management is a key source of added value
    - Investments in quality companies offer protection against permanent capital losses
    - Focus on valuation offers protection in volatile markets
    - Fundamental investment approach
    - Approach works best in moderately rising or volatile markets
  • High yield remains a key solution to the three key challenges facing fixed-income investors today: rising US interest rates, volatility and capturing attractive yields.

    The main challenge is how best to access the opportunity. Emphasizing shorter-duration bonds and higher quality issuers can help secure superior risk-adjusted returns.

    If you are interested in learning more about our outlook on the high–yielding fixed–income markets and how we tackle the challenges posed by volatility then please join our upcoming webinar.
  • In this live webcast, Dan Roberts outlines the benefits of a having a strict valuation discipline and clear focus on strong and sustainable dividend payers in today’s volatile environment. As uncertainty abounds, find out how he has kept the Fidelity Global Dividend Fund a reassuringly top quartile performer since its launch more than four years ago. Listening to this webcast qualifies for 45 minutes of structured CPD.
  • The fund invests in a broad range of UK equities, selecting from the full spectrum of large, medium-sized and smaller companies. As pockets of the UK equity market remain attractively valued, this fund continues to focus on these lowly-valued areas within the market.

    Alex Breese, Citywire AA-rated* fund manager, will provide an update on the fund.

    *Citywire, as at 31 December 2015
  • Head of Credit, Eric Holt and Senior Fund manager Rachid Semaoune offer their outlook for credit markets.
  • The six funds in the range have been designed with a broad range of investors in mind, aiming to help people with different objectives achieve their goals through a single balanced investment. Join Marcus Brookes, head of the Multi-Manager team, for an update.
  • Head of Multi Asset, Trevor Greetham reviews 2016 updating on the position of the Investment Clock and offers an outlook for the year ahead.
  • Erik & Chris will explain how fund managers incorporate equity factors into their investment processes. As a result factor exposures are often referred to as ‘styles’. They will consider the origin of these factors, why they are likely to continue to generate excess returns and how these returns can be harnessed through a global, systematic market neutral equity strategy.
  • The recent turbulence in global markets has highlighted the increasing difficulty for investors to generate attractive returns without having to weather higher volatility.

    Hear Nicola Rawlinson, client portfolio manager for the JPM Global Macro Opportunities Fund, discuss how the fund exploits global macro trends with a flexible and dynamic multi-asset portfolio that aims to generate positive returns in different market conditions.

    *With effect from 01 February 2016, the fund was renamed from JPM Multi-Asset Macro Fund to the JPM Global Macro Opportunities Fund. In addition, the investment objective was updated to further clarify the investment strategy, details of which can be found in the general prospectus on am.jpmorgan.co.uk. These changes do not alter the way in which the fund is currently being managed or the risk profile of the fund.
  • After leaving the British Army, Bryan lead a team of retired Gurkhas in the delivery of industrial security services on a diamond mine, in war-torn Angola. After being taken captive, released and evacuated, Bryan volunteered to return to secure the mine. Under his effective leadership, his team managed to excel beyond their contractual duty in a harsh and hostile environment.

    Bryan honed his business skills in wealth management before forming his own leadership development and sales training company. He has worked with many major banking and insurance clients.
  • Senior Fund manager, Martin Cholwill will offer his outlook for UK equity income investors, highlighting those areas where he is identifying sustainable dividends.
  • Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the prior month, current positioning and his outlook for the months ahead.

    The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income Fund, focusing on delivering the traditional characteristics of fixed income: Capital preservation, low correlation, and a reasonable risk adjusted return. It employs nontraditional techniques and instruments and draws on a variety of uncorrelated sources across the fixed income spectrum to aim for these characteristics even when the broad fixed income markets may struggle.

    Don't miss this opportunity to hear from Bill and put forward your questions.

    Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund

    If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

    Password: 44038

    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
  • Please join James Elliot, CIO of the International Business of Multi-Asset Solutions and Portfolio Manager for the Global Macro Opportunities Fund, and Shrenick Shah, Portfolio Manager for the Global Macro Opportunities Fund, for an update on the macro environment, our positioning and performance.

    The JPM Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that enables investors to participate in market rallies, while limiting exposure in periods of market correction. The fund capitalises on the expertise of an experienced team of macro and total return investors, who reflect their latest views macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.

    Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

    Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund

    Password: 44105

    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
  • James Clunie, manager of the Jupiter Absolute Return Fund presents a live update on his fund and comments on his view of the current macro environment.
  • Fund manager Derek Mitchell will offer his outlook for the FTSE Mid 250 market, highlighting the trends he's pursuing.
  • Head of Sustainable Investing, Mike Fox will update on some of the key themes that the team are pursuing across RLAM's award winning range of sustainable funds.
  • Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the prior month, current positioning and his outlook for the months ahead.

    The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income Fund, focusing on delivering the traditional characteristics of fixed income: Capital preservation, low correlation, and a reasonable risk adjusted return. It employs nontraditional techniques and instruments and draws on a variety of uncorrelated sources across the fixed income spectrum to aim for these characteristics even when the broad fixed income markets may struggle.

    Don't miss this opportunity to hear from Bill and put forward your questions.

    Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund

    If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

    Password: 44039

    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
  • Please join James Elliot, CIO of the International Business of Multi-Asset Solutions and Portfolio Manager for the Global Macro Opportunities Fund, Shrenick Shah, Portfolio Manager for the Global Macro Opportunities Fund, and John Bilton, Head of Global Multi-Asset Strategy for Multi-Asset Solutions, for an update on the macro environment, our positioning and performance.

    The JPM Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that enables investors to participate in market rallies, while limiting exposure in periods of market correction. The fund capitalises on the expertise of an experienced team of macro and total return investors, who reflect their latest views macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.

    Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

    Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund

    Password: 44107

    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666
  • George Iwanicki, our dedicated Emerging Market (EM) Equity Strategist, will host his regular EM Strategy webconference which draws heavily on the discussions we have in the Emerging Market and Asia Pacific Equities Team in weekly macro calls, monthly asset allocation meetings and the output of proprietary top down models. The presentation will cover both the strategic, long-term asset allocation opportunities as well as key ideas from our tactical models.

    Don't miss this opportunity to hear from our emerging market specialist and put forward your questions.

    If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

    Password: 44165

    United Kingdom Local Call: +44 (0) 844 581 9089
    Austria: +43 (0) 2 68220 56552
    Belgium: +32 (0) 2 789 8603
    Denmark: +45 3271 4573
    Finland: +358 9 2319 5437
    France: +33 (0) 1 7037 7166
    Germany: +49 (0) 69 7104 45598
    Ireland: +1 800 930 488
    Italy: +39 02 36269665
    Netherlands: 0207948426
    Norway: 21563318
    Portugal: +351 3 0880 2081
    Spain: +34 91 787 0777
    Sweden: +46 (0) 8 50520424
    Switzerland: +41 (0) 22 592 7103
    Standard International dial: +44 (0) 20 3003 2666