Quilter has launched a new Quilter Investors Long-Short Equity Fund, managed by JP Morgan Asset Management.
The new fund is designed to deliver positive returns through an equity long-short approach and focuses on companies involved, directly or indirectly, in consumer or consumer-related activity. It is based on the recently launched JPM Consumer Long-Short Fund.
It will be managed by Jonathan Ingram, alongside Alexander Whyte, Victoria Helvert, and Guy Anderson.
The team’s investment approach integrates proprietary quantitative signals, machine learning techniques and deep fundamental analysis.
The portfolio will be diversified, typically running low-net equity exposure and with stock-specific risk expected to be the dominant driver of returns.
The new fund has been added to Quilter’s managed portfolio service WealthSelect.
Stuart Clark, portfolio manager of Quilter’s WealthSelect MPS, said: “We are always on the lookout for interesting and differentiated investment approaches, particularly in the alternatives space. We have been monitoring this team for some time and are now delighted to be partnering with J.P. Morgan to launch a mandate that we can include in WealthSelect.”
Quilter often uses sub-advised mandates, along with third-party funds, across its multi-asset investment solutions.
Quilter reported an IFRS profit after tax of £120m for 2025, following a loss of £34m in 2025.
The wealth manager and Financial Planner saw £9.1bn of core net inflows for the year, representing 8% of opening assets (2024: 5%).
The net inflows were driven by a 56% increase to platform net inflows of £8.7bn (2024: £5.6bn). Platform assets under administration increased 22% to £104.6bn over the year.
Within its platform division, Quilter’s WealthSelect managed portfolio service saw a 38% rise in assets under management to £25.4bn.
Total assets under management and administration rose by 18% to £21.8bn over the year (2024: £141.2bn).