In a world of volatile equity markets and uncertain futures, MATE offers investors a straightforward target of achieving an average of 6% compound annual returns over a rolling five-year period and paying an inflation-linked dividend.
MATE has now passed its five-year anniversary, and its life has been marked by two of the worst bear markets in recent memory. In the grip of a painful downturn, MATE has fallen short of its target return. The team has not chased risk in an attempt to catch up, as ....
03 May 2023
JPMorgan Multi-Asset Growth & Income – Caution in the face of volatile markets
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JPMorgan Multi-Asset Growth & Income – Caution in the face of volatile markets
- Published:
03 May 2023 -
Author:
James Carthew | David Johnson -
Pages:
26
In a world of volatile equity markets and uncertain futures, MATE offers investors a straightforward target of achieving an average of 6% compound annual returns over a rolling five-year period and paying an inflation-linked dividend.
MATE has now passed its five-year anniversary, and its life has been marked by two of the worst bear markets in recent memory. In the grip of a painful downturn, MATE has fallen short of its target return. The team has not chased risk in an attempt to catch up, as ....