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Rating:JPMorgan Adds Fund Strategy to Wachovia Platform Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, May 30, 2007

JPMorgan Adds Fund Strategy to Wachovia Platform

News summary by MFWire's editors

JPMorgan Asset Management's Intrepid Value fund strategy will now be available through Wachovia Securities' Diversified Managed Allocations account (DMA). JPMorgan's Intrepid Value mutual fund is also available on Wachovia's FundSource, CustomChoice, Asset Advisor, Pilot Plus and PIM programs.


JPMorgan Asset Management, a leader in behavioral finance investment strategies, today announced that its behaviorally-driven JPMorgan Intrepid Value strategy will be available through Wachovia Securities' Diversified Managed Allocations account (DMA), which offers separately managed portfolios to investors with a minimum investment of $150,000 or more.

"JPMorgan launched a series of behavioral strategies in the U.S. after successfully launching our investment process in the UK and Europe over a decade ago," said George Gatch, CEO JPMorgan Funds. "With a four year track record and strong performance in the Intrepid portfolios, we are experiencing increased interest in our behavioral strategies and managed accounts, and are proud to be a leader in making these strategies available to investors through Wachovia Securities."

The JPMorgan Intrepid Value mutual fund is also available on Wachovia's FundSource, CustomChoice, Asset Advisor, Pilot Plus and PIM programs.

JPMorgan manages $96b (3/31/2007) in behavioral finance strategies on a global basis. The JPMorgan Intrepid strategies are managed by Silvio Tarca, Robert Weller and Jason Alonzo.

Behavioral finance strategies seek to capitalize on market anomalies that occur as a result of predictable, irrational investor behavior, combining psychology with investing and a disciplined investment process. JPMorgan offers a suite of 8 behavioral portfolios under the JPMorgan Intrepid name. The first were launched in February 2003 -- Intrepid Growth, Value, America and Multi Cap. JPMorgan also offers International, European and Mid-Cap Intrepid strategies. For more information, see http://www.jpmorganfunds.com/.

NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE

Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice.

The manager seeks to achieve the stated objective. There can be no guarantee it will be achieved.

There is no assurance that behavioral finance strategies will protect against the loss of capital.

Contact JPMorgan Funds Distribution Services at 1-800-480-4111 for a fund prospectus. You can also visit us at http://www.jpmorganfunds.com/. Investors should carefully consider the investment objectives and risks as well as charges and expenses of the mutual fund before investing. The prospectus contains this and other information about the mutual fund. Read the prospectus carefully before investing.

Investment advise provided by J.P.Morgan Investment Management Inc.

JPMorgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds.

JPMorgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., JPMorgan Investment Advisors, Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc. JPMorgan Asset Management 

Edited by: Erin Kello


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