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JPM Gl Real Est Securities USD A Acc USD

Ranked 43 out of 54 in - Global Equity over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 0.3% -0.4% -0.4% -1.7% 2.8%
2016 19.1% 5.5% 9.8% 4.9% -2.0%
2015 2.6% 8.2% -13.4% 2.7% 6.7%
2014 22.0% 1.7% 5.3% 0.4% 13.6%
2013 0.6% 13.5% -4.4% -4.3% -3.1%
2012 20.6% 9.0% 3.4% 2.6% 4.3%
2011 -7.7% 0.1% 2.2% -15.9% 7.2%
2010 22.3% 9.6% -5.7% 11.5% 6.1%
2009 19.6% -21.5% 14.4% 28.0% 4.1%
2008 -29.7% -5.5% -8.5% -2.8% -16.3%
2007 -10.7% 6.5% -6.3% 0.0% -10.5%
2006 7.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/09/2006
  • Share Class size17Mn
  • Base currencyUSD
  • ISIN LU0258923563

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

JPMAM hopes property arm gets fitter with Supple hire

Alan Supple arrives from BNY Mellon Asset Management subsidiary to take up the newly created role as head of the firm's £1.73 billion property securities arm.

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