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Stratégies d’investissement dans les Actifs Réels

Nous avons constaté qu’au cours des différents cycles du marché, l’inclusion d’actifs réels dans un portefeuille peut s’avérer un outil précieux pour les investisseurs aspirant à constituer des portefeuilles bien équilibrés et résilients. La taille, l’étendue et la nature tangible des actifs réels en fait une classe d’actifs incontournable pour de nombreux investisseurs.

Pourquoi investir dans les actifs réels ?

Une source de rendements diversifiée

Les actifs réels ont eu historiquement de faibles corrélations avec les classes d’actifs traditionnelles. Par exemple, l’immobilier « cœur » a toujours été une source de revenu stable, non corrélée avec un portefeuille obligataire traditionnel.1

Protection contre l’inflation

Les actifs réels font partie des classes d’actifs indexées à l’inflation. Les contrats de maintenance et les augmentations de loyer peuvent protéger contre les effets inflationnistes.

Taux de distribution

L’immobilier locatif peut générer des flux de trésorerie importants, prévisibles et constants.

L’investissement dans les infrastructures globales offre une protection et participe à la transition écologique

L’investissement dans les infrastructures peut fournir une protection contre l’inflation, des revenus et de la résilience en période d’incertitude.

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Différents styles d’investissement en actifs réels

CŒUR CŒUR PLUS VALEUR AJOUTÉE OPPORTUNISTE
Description Investissement dans des biens et actifs immobiliers de qualité supérieure, facilement loués et situés dans des endroits de premier choix souvent en position de monopole sur le marché ; les rendements sont générés par les revenus locatifs, les contrats à long terme ou les réglementations. Investissement dans des actifs dotés d’un potentiel de génération de revenus et/ou qui font l’objet d’un contrat ou d’une réglementation mais présentant un risque plus important lié à la location ou au contrat que les investissements « cœur ». Investissement dans des actifs présentant des risques importants en matière de location, de repositionnement et/ou de rénovation et qui peut aussi tolérer davantage de risques liés aux prix du marché. Investissement dans des actifs ne générant habituellement pas de revenus et nécessitant un remaniement de la structure du capital. Il est plus sensible à l’évolution du PIB
Période de détention moyenne 7 - 10 ans ou plus 5 - 7 ans ou plus 3 - 7 ans ou plus 3 - 7 ans ou plus

Une gamme complète de stratégies d’investissements alternatifs

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Informations importantes

Key Risks

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments involve greater risks than traditional investments and should not be deemed a complete investment program. They are not tax-efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise, and investors may get back less than they invested. Diversification and asset allocation does not ensure a profit or protect against loss.

Private investments are subject to special risks. Individuals must meet specific suitability standards before investing.

This information does not constitute an offer to sell or a solicitation of an offer to buy. As a reminder, hedge funds (or funds of hedge funds), private equity funds and real estate funds often engage in leveraging and other speculative investment practices that may increase the risk of investment loss. These investments can be highly illiquid, and are not required to provide periodic pricing or valuation information to investors, and may involve complex tax structures and delays in distributing important tax information. These investments are not subject to the same regulatory requirements as mutual funds; and often charge high fees. Further, any number of conflicts of interest may exist in the context of the management and/or operation of any such fund. For complete information, please refer to the applicable offering memorandum.

This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your J.P. Morgan team or email us at accessibility.support@jpmorgan.com for assistance. Please read all Important Information.

General Risks & Considerations

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.

 

Non-Reliance

Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/ reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.

Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request. J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.

 

IMPORTANT INFORMATION ABOUT YOUR INVESTMENTS AND POTENTIAL CONFLICTS OF INTEREST

Conflicts of interest will arise whenever JPMorgan Chase Bank, N.A. or any of its affiliates (together, “J.P. Morgan”) have an actual or perceived economic or other incentive in its management of our clients’ portfolios to act in a way that benefits J.P. Morgan. Conflicts will result, for example (to the extent the following activities are permitted in your account): (1) when J.P. Morgan invests in an investment product, such as a mutual fund, structured product, separately managed account or hedge fund issued or managed by JPMorgan Chase Bank, N.A. or an affiliate, such as J.P. Morgan Investment Management Inc.; (2) when a J.P. Morgan entity obtains services, including trade execution and trade clearing, from an affiliate; (3) when J.P. Morgan receives payment as a result of purchasing an investment product for a client’s account; or (4) when J.P. Morgan receives payment for providing services (including shareholder servicing, recordkeeping or custody) with respect to investment products purchased for a client’s portfolio. Other conflicts will result because of relationships that J.P. Morgan has with other clients or when J.P. Morgan acts for its own account.

Investment strategies are selected from both J.P. Morgan and third-party asset managers and are subject to a review process by our manager research teams. From this pool of strategies, our portfolio construction teams select those strategies we believe fit our asset allocation goals and forward-looking views in order to meet the portfolio’s investment objective.

As a general matter, we prefer J.P. Morgan managed strategies. We expect the proportion of J.P. Morgan managed strategies will be high (in fact, up to 100 percent) in strategies such as, for example, cash and high-quality fixed income, subject to applicable law and any account-specific considerations.

While our internally managed strategies generally align well with our forward-looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios.

 

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In the United States, bank deposit accounts and related services, such as checking, savings and bank lending, are offered by JPMorgan Chase Bank, N.A. Member FDIC.

JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed investment accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM. Products not available in all states.

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This communication is an advertisement for the purposes of the Markets in Financial Instruments Directive (MIFID II) and the Swiss Financial Services Act (FINSA). Investors should not subscribe for or purchase any financial instruments referred to in this advertisement except on the basis of information contained in any applicable legal documentation, which is or shall be made available in the relevant jurisdictions (as required).

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This material has not been prepared specifically for Australian investors. It:

  • May contain references to dollar amounts which are not Australian dollars;
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  • May not address risks associated with investment in foreign currency denominated investments; and
  • Does not address Australian tax issues.

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Pour en savoir plus sur les activités d’investissement de JP Morgan, y compris nos comptes, produits et services, ainsi que notre relation avec vous, veuillez consulter notre formulaire CRS et notre guide des services d’investissement et des produits de courtage de JP Morgan Securities LLC. 
 

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