Advisers using funds in the J.P. Morgan Fusion range can now create white-label client reports about their performance via a new tool.
JPM Adviser Portal enables advisers to produce reports with the risk-rated multi-manager funds' data, including the underlying funds' performance contribution and holdings. It also provides market commentary and data from J.P. Morgan's Market Insights programme, such as charts detailing the impact of macro-trends on portfolios. There are five funds in the Fusion range, which launched in March 2013, ranging from the lower risk Fusion Income fund to the Fusion Growth+ fund, which has a 100% typical maximum exposure to equities. Lead manager is Tony Lanning (pictured). J.P. Morgan he...
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