Key Takeaways
- • Quilter has launched the Quilter Investors Long-Short Equity Fund, appointing JP Morgan Asset Management as the fund manager for this new alternative investment mandate.
- • The fund focuses on long-short equity strategies in consumer-related sectors and has already been integrated into Quilter's WealthSelect managed portfolio service (MPS) following a recent rebalance.
- • JP Morgan's team managing the fund includes Jonathan Ingram, Alexander Whyte, Victoria Helvert, and Guy Anderson.
- • The partnership represents Quilter's expansion of its alternatives offering through a collaboration with a major global asset manager.
Summary
Quilter has announced the launch of the Quilter Investors Long-Short Equity Fund, a new alternative investment vehicle managed by JP Morgan Asset Management. The fund deployment reflects Quilter's strategy to broaden its alternatives capabilities and provide clients with diversified investment options beyond traditional long-only equities.
The long-short equity fund targets exposure to companies engaged in consumer-related activities, employing a hedge fund-style strategy that allows the manager to take both long and short positions. This approach aims to generate returns with reduced correlation to broader equity market movements. JP Morgan Asset Management, a division of JPMorgan Chase, brings institutional asset management expertise to the fund's execution and oversight.
Following its launch, the new fund was promptly added to Quilter's WealthSelect MPS platform, indicating immediate client integration. WealthSelect is Quilter's managed portfolio service that allows advisors to tailor allocations across multiple asset classes and investment strategies. The inclusion in this platform after a recent rebalance suggests the fund was positioned as part of Quilter's enhanced alternatives offering to its advisory clients and wealth management network. Jonathan Ingram leads the JPM team managing the mandate, supported by Alexander Whyte, Victoria Helvert, and Guy Anderson.
The long-short equity fund targets exposure to companies engaged in consumer-related activities, employing a hedge fund-style strategy that allows the manager to take both long and short positions. This approach aims to generate returns with reduced correlation to broader equity market movements. JP Morgan Asset Management, a division of JPMorgan Chase, brings institutional asset management expertise to the fund's execution and oversight.
Following its launch, the new fund was promptly added to Quilter's WealthSelect MPS platform, indicating immediate client integration. WealthSelect is Quilter's managed portfolio service that allows advisors to tailor allocations across multiple asset classes and investment strategies. The inclusion in this platform after a recent rebalance suggests the fund was positioned as part of Quilter's enhanced alternatives offering to its advisory clients and wealth management network. Jonathan Ingram leads the JPM team managing the mandate, supported by Alexander Whyte, Victoria Helvert, and Guy Anderson.
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