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JPM Africa Equity A (perf) Acc USD

Ranked 6 out of 11 in - Africa over 12 months
All calculations are in GBP unless stated

Managed by

Oleg Biryulyov

Oleg Biryulyov obtained a degree in economics from Moscow State University, Lomonosov. He has thirteen years of experience as a fund manager. Oleg began his career as an investment analyst and went on to join Flemings Urals working as a portfolio manager. In 1994, he joined JP Morgan Asset Management and he is currently responsible for Emerging European and Russian equities in the Emerging Markets Equity Team based in Moscow. He is also portfolio manager of the JPM New Europe Fund. Oleg is a Certified Financial Analyst.

Pandora Omaset

Objective

To provide long-term capital growth by investing primarily in a portfolio of African companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies (including smaller capitalization companies) that are domiciled in, or carrying out the main part of their economic activity in, an African country.

Showing fund performance in United Kingdom View performance globally

Performance

Africa over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.8% 2.9% 4.6%
2016 22.8% 6.5% 7.2% 5.4% 2.2%
2015 -24.1% 2.8% -5.9% -14.4% -8.3%
2014 2.2% -1.7% 5.1% 0.5% -1.6%
2013 3.4% 5.9% -6.0% 2.2% 1.7%
2012 19.4% 8.3% -3.2% 7.8% 5.6%
2011 -21.6% -10.5% 0.6% -18.9% 7.3%
2010 42.6% 20.2% -6.5% 12.2% 13.1%
2009 49.4% -1.5% 25.9% 19.2% 1.0%
2008 -13.9% -10.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Ireland
  12. Italy
  13. Jersey
  14. Liechtenstein
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Singapore
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date14/05/2008
  • Share Class size60Mn
  • Base currencyUSD
  • ISIN LU0355584466

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).