JP Morgan Islamic Market Equity Separately Managed Account (SMA)
A concentrated, high-conviction stock picking portfolio that seeks to deliver attractive return characteristics from global Shariah-compliant equities.The information provided relates to the Islamic Market Equity Strategy model portfolio (“the Strategy”) as provided to J.P. Morgan Private Bank by Schroder Investment Management Limited in its capacity as investment adviser only. The implementation of the Strategy is at the sole discretion of J.P. Morgan Private Bank and the JPM Islamic Market Equity SMA may therefore differ from the information provided below. This information is provided to J.P. Morgan Private Bank and their advisors, Schroders is not liable for any onward distribution.
High conviction ‘all-weather’ strategy
A diversified, high-conviction portfolio that sees its factor exposures adjust through the economic and investment cycle
Unique investment philosophy
Our ‘growth gap’ philosophy looks for companies that can deliver revenue, earnings and cash flow that exceed market expectations
Well-resourced and experienced
J.P. Morgan’s investment team are advised by Schroders. Led by Alex Tedder, Schroders' Co-head of Equities, the Schroders' team has expertly managed alpha-enhancing global Islamic equity portfolios since 1999.
Key internal documents
Shariah credentials
Experience in delivering the team’s best ideas while respecting Shariah principles
25 years
Managing Islamic equities since 1999
US$492m
Advisory Shariah AUM*
*This figure relates to the full Schroders’ Shariah managed AUM, as at 30 June 2024
12 months
Shariah Equity Alpha strategy exclusive to JPM* (Note specific terms of exclusivity agreement)
*Prior to JPM launch available only via a sleeve in a Multi Asset strategy.
Focus on unanticipated growth
A material difference between company fundamentals and markets estimates can occur due to:
- Markets fail to look far enough ahead when appraising the earnings power of companies
- Markets extrapolate historic growth and incorrectly interpret catalysts that change the growth trajectory
- Markets over-react to short-term news flow
Exploiting these variances (the 'Growth Gap') through disciplined investment can achieve consistent outperformance.
Why now?
- Market background creates exciting opportunities for stock pickers given favourable economic backdrop and improving fundamental outlook.
- Global remit provides scope to exploit divergent fundamentals and valuations
- Twelve months exclusivity agreement with J.P. Morgan Private Bank
Investment advisers
Additional resources from the Investment Adviser
For all enquiries contact your J.P.Morgan representative
Important information
Marketing material for Professional Clients and Advisors only. This website contains indicative terms for discussion purposes only and is not intended to provide the sole basis for evaluation of the investment solutions described. Schroder Investment Management Limited provides advisory model portfolio services to J.P. Morgan Private Bank in relation to the Islamic Market Equity strategy, referenced herein as “JPM Islamic Market Equity SMA”. The information provided relates to the Islamic Market Equity Strategy model portfolio (“the Strategy”) as provided to J.P. Morgan Private Bank by Schroder Investment Management Limited in its capacity as investment adviser only. The implementation of the Strategy is at the sole discretion of J.P. Morgan Private Bank and the JPM Islamic Market Equity SMA may therefore differ from the information provided below. This information is provided to JP Morgan Private Bank and their advisors, Schroders is not liable for any onward distribution. No Schroders entity accepts any liability for any error or omission in this material or for any resulting loss or damage (whether direct, indirect, consequential or otherwise), in each case save to the extent such liability cannot be excluded under applicable laws. Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Past Performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise. Schroders has expressed its own views and opinions in this website and these may change. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. The data contained in this website has been sourced by Schroders and should be independently verified. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider’s consent. Neither Schroders, nor the data provider, will have any liability in connection with the third-party data. This website may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised. This material must not be issued in any jurisdiction where prohibited by law and must not be used in any way that would be contrary to local law or regulation.