JPM Global Macro Opportunities Fund C - Net AccumulationRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 13.6 | 5.3 | -10.5 | -0.6 | 7.3 | |
+/-Cat | 12.9 | 2.6 | -12.8 | -4.5 | 3.2 | |
+/-B’mrk | 8.1 | 5.6 | 2.7 | -6.6 | 4.4 | |
Category: Macro Trading GBP | ||||||
Category Benchmark: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 20/11/2024 | GBP 1.73 | |
Day Change | 0.00% | |
Morningstar Category™ | Macro Trading GBP | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | GB00B4WKYF80 | |
Fund Size (Mil) 20/11/2024 | GBP 415.16 | |
Share Class Size (Mil) 20/11/2024 | GBP 259.97 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 0.65% |
Morningstar Research |
Analyst Report | 01/04/2024 Francesco Paganelli, Senior Analyst Morningstar, Inc |
JPM Global Macro Opportunities remains a decent option in its macro trading peer group, but the recent loss of two managers gives us pause. Under the leadership of team head Shrenick Shah the strategy has improved through incremental tweaks to... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPM Global Macro Opportunities Fund C - Net Accumulation |
The Fund aims to provide positive investment returns, before fees, over a rolling 3 year period in all market conditions by investing in securities globally, using derivatives where appropriate. A positive return is not guaranteed over this or any time period and a capital loss may occur. It invests, either directly or through derivatives in equities, commodity index instruments, convertible securities, debt securities, currencies and cash and near cash. Issuers of these securities may be located in any country, including emerging markets. |
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Management | ||
Manager Name Start Date | ||
Shrenick Shah 15/02/2013 | ||
Josh Berelowitz 18/12/2019 | ||
Inception Date 15/02/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA SONIA Overnight Rate TR GBP | Morningstar UK Cau Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Macro Opportunities Fund C - Net Accumulation | 30/04/2024 |
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