Monday, 18 January 2010

The CCC enters JPM's Fantasy Fund Mgr League

I have entered the CCC into JPM's Fund competition: details here:
http://jpmorgan.fantasyleague.com/


"Investing a notional £100m in JPMorgan's fund range, you'll be pitting your fund selection skills against the whole industry. Compete for great prizes. You can play on your own, or compete against your friends and colleagues in a private league. All you need to do is build and manage your portfolio to achieve the highest investment return - you really have everything to win and nothing to lose. "
First prize is £35k - any thoughts appreciated?
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3 comments:

  1. Jon 'JB' Beckett24 January 2010 at 12:19

    Here is what I bought for the JPM comp - sorry PB - I didn't go for the Nat Resources fund.

    In truth as I am not in the main game anyway, but competing for discrete periods, then what I should have done was go more risk/concentrated positions in a particular sector and waited for it to come good; (I will do this under Ronin Research).. aim for larger volatility swings.. "if you ain't first - you're last!!" [Ricky Bobby]

    JPM Private Equity Ltd 20%
    JPM Emerging Markets Debt A 5%
    JPM Brazil Alpha Plus A (acc) 15%
    JPM Emerging Markets A (acc) 5%
    JPM Emerging Markets Infrastructure A 15%
    JPM Europe 130/30 A (dist) 10%
    JPM Global Financials A (acc) 10%
    JPM Japan A (acc) 10%
    JPM UK Strategic Equity Income A (acc) 5%
    JPM Balanced Total Return A (acc) 5%

    Shake n Bake!

    ReplyDelete
  2. Jon 'JB' Beckett24 January 2010 at 12:32

    Hmm.. the JPM is quite restricting in maing people follow 'conventional wisdom' diversification..

    So for 'Ronin Research' I chose:

    JPM Private Equity Ltd 5%
    JPM Global Convertibles A (acc) 5%
    JPM Emerging Markets Debt A (acc) 5%
    JPM Global (ex-UK) Bond A (acc) 5%
    JPM Global High Yield Bond A (acc) 5%
    JPM Global Property Securities A (acc) 20%
    JPM Russian Securities Investment Trust plc 20%JPM US Technology A (dist) 20%
    JPMF Mercantile Investment Trust plc 10%
    JPM Highbridge Statistical Market Neutral A (dist)(hedged) 5%

    So my big 'plays' here are Russia, Tech and Global Commercial Propertt whereas under 'CCC' I went for more of spread with my main 'play' in Private Equity and Brazil.. capice?

    Both will start on the same day: I may even create a third portfolio with Mr Breslin's 'play' on Natural resources, perhaps combined with a big play on Japan..

    ReplyDelete
  3. Jon 'JB' Beckett24 January 2010 at 12:40

    as promised - the third runner 'Beckett & Breslin' presents:

    JPM Private Equity Ltd 5%
    JPM Africa Equity A (dist) 5%
    JPM Indian Investment Trust plc 10%
    JPM Japan A (acc) 20%
    JPM Japanese Smaller Companies Investment Trust plc 15%
    JPM Natural Resources A (acc) 20%
    JPM Euro Liquidity A (acc) 5%
    JPM Sterling Liquidity A (acc) 5%
    JPM US Dollar Liquidity A (acc) 5%
    JPM Highbridge Statistical Market Neutral A (dist)(hedged) 5%
    JPM Highbridge Statistical Market Neutral A (dist) 5%

    ReplyDelete

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