Third birthday celebrations for the JPMorgan US Dynamic Fund

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Third birthday celebrations for the JPMorgan US Dynamic Fund

The JPMorgan US Dynamic Fund has now been available for three years and investments in the fund have swelled to $5 billion in that time, JPMorgan has revealed.

Since the fund's inception in 2003, the Micropal Offshore US Equity Peer Group Universe has placed it in the top quartile as a result of an annualised excess of 6.82 per cent.

Through investment in stocks from over 1000 companies, the fund's managers, Silvio Tarca and Rob Weller, have sought to maximise returns and maintain the success of the product.

Rob Weller, joint manager of the JPMorgan US Dynamic Fund, commented: "The portfolio construction is imperative to the success of the fund where we aim to create a "super stock" which offers good value with momentum."

JPMorgan provides financial services to some off the world's most prominent corporations - its clients also include governments and some wealthy individuals.

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