Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

JPM Africa Equity A (perf) Acc USD

Ranked 10 out of 13 in - Africa over 12 months
All calculations are in GBP unless stated

Managed by

Pandora Omaset

Sonal Tanna

Sonal Tanna graduated from the London School of Economics with a BSc in economics and political science. She started her career with JP Morgan Asset Management in 1999 and is currently a vice president and fund manager for emerging Europe, Middle East and African portfolios within the emerging markets equity team based in London. Sonal has been managing funds for over three years and uses a fundamental, bottom up approach to investing. She is a holder of the CFA designation.

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 : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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. Cyprus
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Greece
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Singapore
  19. Spain
  20. Sweden
  21. Switzerland
  22. Taiwan
  23. United Kingdom

Fund Info

  • Launch date14/05/2008
  • Share Class size69Mn
  • 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).