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JPM Global Macro Balanced Fund A Net Acc

Ranked 2 out of 130 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

James Elliot

North Yorkshireman James Elliot has been a fund manager at JP Morgan Asset Management for over 10 years and runs more than £1 billion in assets for the group. Elliot, who was born in 1970, adopts an inclusive value and growth approach to stockpicking and would like to emulate the success of the investor he admires most, contrarian maestro David Dreman. He graduated in Modern History from Oxford University.

Gareth Witcomb

Gareth Witcomb is an executive director and portfolio manager in the Multi-Asset Solutions team at JP Morgan Asset Management based in London. He manages global balanced portfolios and total return portfolios where he specialises in providing fixed income insight. Gareth joined the firm in 1998, supervising the Cash Management team before joining the Multi-Asset Solutions team in 2005. He graduated from the University College Wales with a BA in History and Politics.

Objective

The Fund aims to provide income and long-term capital growth by investing in a global portfolio of assets. The Fund will primarily invest in Debt Securities (which may include Below-Investment Grade Bonds and Unrated Securities), Convertible Bonds, Equity securities (which may include smaller companies) and short-term securities. Issuers of securities may be located in any country, including Emerging Markets and the Fund may invest in assets denominated in any currency - The Fund will have a bias towards Bonds.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
2017 9.0% 0.3% 2.8% 3.2% 2.5%
2016 -1.1% 1.4% 2.4% -0.5% -4.2%
2015 3.5% 5.4% -2.9% -0.4% 1.5%
2014 7.7% 0.6% 1.3% 2.5% 3.2%
2013 10.4% 4.3% 2.3% -0.3% 3.8%
2012 -5.8% -1.2% -4.0% -0.6% -0.2%
2011 -4.8% -1.3% -1.8% 2.5% -4.2%
2010 3.5% 1.9% -3.0% 3.3% 1.5%
2009 6.3% -2.0% 2.7% 4.1% 1.5%
2008 -3.0% 0.3% -1.1% -3.7% 1.6%
2007 7.9% 1.0% 0.6% 2.8% 3.3%
2006 4.4% 1.6% -0.7% 1.1% 2.4%
2005 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/07/2005
  • Share Class size74Mn
  • Base currencyGBP
  • ISIN GB00B09RGK38

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.25%
  • Initial investment0

Related News

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The JPM Cautious Managed fund is being renamed the JPM Global Macro Balanced fund.

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