JPMorgan has announced JPMorgan Hedged Equity will close to new investors starting March 12, 2021. The fund will no longer be able to receive subscriptions from new investors from that date; however, existing investors will continue to have the ability to make additional investments or to reinvest distributions.
Will JHEQX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JHEQX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JHEQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JHEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.