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JPM Africa Equity A (perf) Dis GBP

Ranked 5 out of 9 in - Middle East & North Africa over 12 months
All calculations are in GBP

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.

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.

Performance

Middle East & North Africa over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -1.6% 5.3% 0.2%
2013 3.4% 5.8% -6.4% 2.7% 1.5%
2012 19.5% 8.2% -3.1% 7.9% 5.6%
2011 -22.0% -11.1% 1.1% -19.1% 7.2%
2010 43.7% 20.7% -6.8% 12.3% 13.8%
2009 51.5% 0.5% 25.0% 19.7% 0.7%
2008 -10.6%

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 date24/07/2008
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN LU0355584896

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5

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