Investment - Articles - Total Return fund reflects on recent market volatility

 Talib Sheikh, co-manager of the JP Morgan Cautious Total Return fund comments on recent market volatility:

 "It has been a challenging few months for the sector as a whole, though we believe conviction and focus in the J.P Morgan Cautious Total Return portfolio has stood the fund in good stead. From inception in July 2005, the fund invests primarily in fixed income securities, convertible bonds, equity securities. Taking advantage of equity and insurance investments has been a key driver to performance alongside a clear, flexible approach. This is an interesting time when equity markets are reflecting the 1930's environment in their fluctuation, and we expect they will go lower yet- and look set to do so for the next three, to six months. We believe the Cautious Total Return fund is well positioned for this drop- even if markets fall by 5 to 10 per cent. There are key investment opportunities to be made at this time and we feel emerging markets and Asia will be areas to watch, while large cap blue chip stocks also look promising."