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
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.
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.
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.
Within U.S. equities, for example, we may seek to overweight certain sectors. With Six Circles Funds, we can access them directly.
Then, inside a sector, we may want to pursue specific industries. Through Six Circles Funds, we can aim for even more strategic precision.
In managing Six Circles Funds, we consider portfolio attributes at the aggregate level. When used as part of a diversified portfolio, Six Circles Funds seek to contribute to returns and/or reduce risk cost‐effectively.