Actively managed U.S. all cap equity exposure combining high conviction stock selection with disciplined factor tilts to deliver consistent long term outperformance.
Dual Sources of Outperformance:
Combines bottom‑up stock selection with active, risk‑controlled factor tilts aligned to the macro environment, led by a seasoned portfolio team supported by J.P. Morgan Asset Management’s deep, long‑tenured research platform.
Quality Bias with Downside Awareness:
Focus on durable businesses with stable earnings and strong cash flows to support returns and manage drawdowns.
All‑Cap Opportunity Set:
Flexibility across large, mid, and small‑cap U.S. equities broadens opportunity beyond mega‑caps.
Key Facts
Inception Date
March 20, 2026
Management Fee ♦
0.49% (P), 0.59% (F)
RSP-Eligible
Yes
Distributions ♦
Paid Annually
Currency Hedged (CAD)
No
Currency
CAD
Risk Rating ♦
Medium
Fund code
IAS210F
IAS210UF (USD Purchase Code)
Underlying Fund Manager
J.P. Morgan Asset Management
Underlying Holdings
Listed U.S. equity securities
Asset Class
U.S. Equity
Performance
As of:
April 30, 2026
1M
3M
6M
YTD
1Y
Since Inception
Volatility*
8.60%
–
–
–
–
10.28%
19.29%
*Standard deviation; calculated using daily returns since inception; annualized.