JPM Global Macro C (dist) - GBP (hedged)Register to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 7.9 | 2.9 | -6.8 | 2.1 | 4.5 | |
+/-Cat | 7.1 | 0.2 | -9.1 | -1.8 | 1.3 | |
+/-B’mrk | 2.3 | 3.2 | 6.4 | -3.9 | 1.2 | |
Category: Macro Trading GBP | ||||||
Category Benchmark: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 26/09/2024 | GBP 105.71 | |
Day Change | 0.35% | |
Morningstar Category™ | Macro Trading GBP | |
IA (formerly IMA) Sector | - | |
ISIN | LU1734444513 | |
Fund Size (Mil) 26/09/2024 | USD 421.52 | |
Share Class Size (Mil) 26/09/2024 | GBP 0.05 | |
Max Initial Charge | - | |
Ongoing Charge 05/07/2024 | 0.76% |
Investment Objective: JPM Global Macro C (dist) - GBP (hedged) |
To achieve, over a medium-term horizon (2 to 3 years), a return in excess of its cash benchmark from a portfolio of securities, globally, using derivatives where appropriate. The Sub-Fund seeks to have a volatility lower than two-thirds of the MSCI All Country World Index (Total Return Net). Uses an investment process based on macroeconomic research to identify global investment themes and opportunities. Flexible and focused approach to take advantage of global trends and changes through traditional and non-traditional assets. Fully integrated, risk management framework provides detailed portfolio analysis. |
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Management | ||
Manager Name Start Date | ||
Shrenick Shah 21/12/2012 | ||
Josh Berelowitz 18/12/2019 | ||
Inception Date 12/01/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA SOFR Overnight Bid TR USD | Morningstar UK Cau Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Macro C (dist) - GBP (hedged) | 31/01/2024 |
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