Six Circles Funds designed exclusively for J.P. Morgan discretionary portfolios

Enhancing your portfolios

How your wealth is managed is critically important, and we continually strive to improve our approach. While we focus on the long-term growth and preservation of your wealth, we also bring you innovative ideas and opportunities.

With this in mind, we created Six Circles Funds to expand the universe of differentiated investment strategies and targeted exposures available to portfolios. We partner with third-party asset managers who serve as sub-advisers for each fund within Six Circles Funds.

The funds within Six Circles are constructed to work in concert with other investments within discretionary portfolios.

The benefits of Six Circles Funds

Access

Provides exposures that may not be currently available

Based on our investment views, as well as other factors, we may seek certain return and risk characteristics within sectors and industries. Six Circles Funds provides direct access to specific types of exposure.

Precision

Allows us to implement nuanced views

Given our increased focus on asset class specialization, we continue to develop more specific, refined investment views. With Six Circles Funds, we are able to more precisely isolate and express these views.

Cost-Effectiveness

Creates opportunities to leverage our size and scale

Vehicles that provide certain exposures are often expensive, making them impractical and even unattainable for some portfolios. With Six Circles Funds, we seek to achieve our investment objectives at a reasonable cost.

In practice

Within U.S. equities, for example, we may seek to overweight certain sectors. With Six Circles Funds, we can access them directly.

Pie chart illustrating the asset classes that could be represented in a discretionary portfolio. There are 4 in the chart in total: fixed income, U.S. equities, alternatives, non-U.S. equities. U.S. equities is the largest allocation in this chart shown by an olive green half circle. Fixed income is the second largest holding represented by a purple half circle. Followed by non U.S. equities (lime green) and then alternatives (dark purple). It is important to note that not all 6C funds are structured this way.

Then, inside a sector, we may want to pursue specific industries. Through Six Circles Funds, we can aim for even more strategic precision.

Two different graphs are shown here. One is the U.S. equities sample allocation that illustrates the different sectors that an individual can invest in within U.S. equities in the 6c strategy. In this case, the sample portfolio has financials (navy blue), healthcare (light blue), and technology sub-sectors (orange) within their U.S. equities (olive green) holding. The other is a bar split up into several sections which show the granular categories within the sector that one could invest in. Out of the 4 categories mentioned in the pie chart, technology was used as the example. The bar chart shows cloud computing (dark grey), hardware (light grey), semiconductors (brown), internet & software services (dark orange), other (orange).

In managing Six Circles Funds, we consider portfolio attributes at the aggregate level.

* For illustrative purposes only. Not all Six Circles Funds will work this way. Actual investments may change from time to time and may include none or only a subset of the above list. Asset allocation/diversification does not guarantee a profit or protect against a loss.

Pie chart which illustrates 4 asset classes: fixed income, U.S. equities, alternatives, non-U.S. equities. The chart also incorporates the sub-sector allocations to show the precise exposures that investing in Six Circles can provide to your portfolio. The pie char is broken up as follows: U.S. equities (olive green), fixed income (purple), non-U.S. equities (lime green), alternatives (dark purple). Within U.S. equities is the enhanced equity exposure illustrated in the 2nd graph, which is labeled “Six Circles U.S. Equities Fund” and is comprised of cloud computing (dark grey), hardware (light grey), semiconductors (brown), internet & software services (dark orange), other (orange).

Learn more about the Six Circles Equity Funds

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Learn more about the Six Circles Fixed Income Funds

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Learn more about the Six Circles Alternatives Fund

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