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JPM Emerging Markets Income A Acc

Ranked 230 out of 242 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Amit Mehta

Amit Mehta, executive director, is a portfolio manager responsible for global emerging markets portfolios at JP Morgan Asset Management based in London. He joined the firm in 2011 and prior to this Amit worked at Prusik Investment Management. He graduated from Kings College London with a BSc (Hons) in Mathematics and is a CFA charterholder.

Omar Negyal

Richard Titherington

Richard Titherington has worked at JP Morgan since 1986, and is now the Chief Investment Officer and Head of the Emerging Markets Equity team. Titherington began his career as an analyst at UKPI, before moving to JP Morgan where he runs a number of emerging market funds. He is based in Hong Kong, and holds an MA in Politics, Philosophy and Economics from Oxford University.

Objective

To provide a portfolio designed to achieve income by investing primarily in equity and equity-linked securities of emerging markets companies in any economic sector whilst participating in long-term capital growth. The Fund may also have exposure to emerging market fixed and floating rate debt securities, which includes investment grade, non-investment grade and unrated bonds, by investing directly or indirectly through collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 -16.9% 3.6% -6.5% -13.9% -0.2%
2014 6.6% -0.4% 5.7% 0.8% 0.4%
2013 -2.8% 7.0% -5.7% -1.2% -2.4%
2012 6.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2015

Top 10 Holdings

Stock Size
Life Healthcare Group Holdings Ltd ORD 2.50
Kimberly-Clark de Mexico SAB de CV ORD 2.49
Delta Electronics Inc ORD 2.39
Bidvest Group Ltd ORD 2.33
Siliconware Precision Industries Co Ltd ORD 2.31
Banco Santander-Chile DR 2.27
Ambev SA ORD 2.13
Taiwan Semiconductor Manufacturing Co Ltd DR 2.10
Powszechny Zaklad Ubezpieczen SA ORD 2.10
KT&G Corp ORD 2.04
31/08/2015

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date24/07/2012
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN GB00B56DF680

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3

Related News

JPM’s Titherington: US bonds are biggest threat to EM

The manager said the defensive portion of his portfolio would help shield investors if we see more market volatility.

Newscape: Equity trades for a turbulent 2014

Newscape Capital Group’s Richard Bonnor-Moris has repositioned the group’s balanced portfolios in expectation of a continued emerging market (EM) shake-out.

Walker Crips’ Kitchenham: why we have record US exposure

Chris Kitchenham, Walker Crips Investment Management’s head of private client unit, is bullish on the US and finding value in emerging market equities, but is bearish on sterling despite the FTSE’s latest run

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