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JPM Gl Real Est Securities USD A Acc USD

Ranked 20 out of 34 in - Global Equity over 12 months
All calculations are in EUR

Managed by

Kay Herr

Jason Ko

Objective

To provide long-term capital growth by investing primarily in a concentrated portfolio of Real Estate Investment Trusts (REITs) and in companies that own, develop, operate or finance real estate, where real estate assets or activities account for more than 50% of their total market capitalisation (Real Estate Companies). At least 67% of the Sub-Fund's total assets (excluding cash and cash equivalents) will be invested in securities, issued by REITs and other Real Estate Companies. Issuers of these securities may be located in any country, including emerging markets.

Performance

Global Equity over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 14.7% 2.3% 8.7% 3.1%
2013 -1.9% 8.8% -5.7% -1.9% -2.6%
2012 24.2% 9.2% 6.5% 4.2% 2.5%
2011 -5.3% -3.1% 0.2% -11.8% 10.6%
2010 26.8% 9.2% 2.7% 5.4% 7.3%
2009 30.1% -18.0% 24.4% 19.2% 7.0%
2008 -46.6% -12.9% -7.9% -2.4% -31.8%
2007 -18.1% 5.7% -5.5% -3.6% -14.9%
2006 8.2% 8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Cyprus
  4. Denmark
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hong Kong
  11. Hungary
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Macau
  17. Norway
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

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