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JPM Africa Equity A (perf) Acc USD

Ranked 11 out of 14 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 : 30/04/2015 - 30/04/2016
  • Rank 11/14 Total Return
  • Rank 12/14 Standard Deviation
  • Rank 11/14 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 6.5%
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. Liechtenstein
  16. Luxembourg
  17. Netherlands
  18. Norway
  19. Singapore
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Kingdom

Fund Info

  • Launch date14/05/2008
  • Share Class size72Mn
  • 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).