USAE

U.S. Active Equities

Powered by

JP Morgan white logo

About this Strategy

Actively managed U.S. all cap equity exposure combining high conviction stock selection with disciplined factor tilts to deliver consistent long term outperformance.

Reasons to Invest

Dual Sources of Outperformance:
Combines bottom‑up stock selection with active, risk‑controlled factor tilts aligned to the macro environment, led by a seasoned portfolio team supported by J.P. Morgan Asset Management’s deep, long‑tenured research platform.

Quality Bias with Downside Awareness:
Focus on durable businesses with stable earnings and strong cash flows to support returns and manage drawdowns.

All‑Cap Opportunity Set:
Flexibility across large, mid, and small‑cap U.S. equities broadens opportunity beyond mega‑caps.

Key Facts

Inception Date

March 20, 2026

Management Fee ♦

0.59% (F), 0.72% (P)

RSP-Eligible

Yes

Distributions ♦

Paid Annually

Currency Hedged (CAD)

No

Currency

CAD

Risk Rating ♦

Medium

Fund code

IAS210F

Underlying Fund Manager

J.P. Morgan Asset Management

Underlying Holdings

Listed U.S. equity securities

Asset Class

U.S. Equity

Support documents are available through secure, password-protected access.