Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

JPM Gl Real Est Securities USD A Acc USD

Ranked 24 out of 47 in - Global Equity over 12 months
All calculations are in GBP unless stated

Managed by

James Davidson

Jason Ko

Jason Ko is an executive director and portfolio manager of the US REIT strategy and co-portfolio manager of the Global REIT strategy at JP Morgan Asset Management. He joined the firm in 2002 and prior to this, Jason worked as a research associate focusing on REITs and cyclicals sectors in the US Active Equity Group. He graduated from Brown University with a BA in Economics and is a CFA charterholder.

Alan Supple

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 assets (excluding cash and cash equivalents) will be invested in equity securities of REITs and other Real Estate Companies (including smaller capitalisation 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 : 31/10/2015 - 31/10/2016

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 5.5% 9.8% 4.9%
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. Cyprus
  4. Denmark
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hungary
  11. Ireland
  12. Italy
  13. Jersey
  14. Korea
  15. Luxembourg
  16. Norway
  17. Poland
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date01/09/2006
  • Share Class size19Mn
  • 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).