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JPM Global Unconstrained Equity A Net Acc

Ranked 255 out of 630 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Sam Witherow

Timothy Woodhouse

Timothy Woodhouse is a vice president and portfolio manager in the Global Equities team at JP Morgan Asset Management. He joined the firm in 2008. Tim graduated from the University of York with a BSc (Hons) in Economics and is a CFA charterholder.

Objective

To provide capital growth over the long term by investing throughout the world in any economic sector. The Fund will primarily invest in shares of companies globally and will have exposure to Emerging Markets. Smaller company investments may be held on an ancillary basis.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.8% -1.3%
2016 23.2% -4.5% 4.5% 11.1% 11.2%
2015 7.1% 8.1% -3.7% -8.3% 12.3%
2014 12.1% -0.3% 2.9% 3.9% 5.1%
2013 21.3% 13.1% 0.4% 2.5% 4.2%
2012 11.5% 8.2% -5.4% 5.9% 2.8%
2011 -11.3% 1.6% -2.2% -17.0% 7.5%
2010 11.2% 9.0% -12.3% 5.9% 9.7%
2009 23.0% -9.7% 8.7% 20.2% 4.3%
2008 -22.9% -9.9% -2.4% -8.8% -4.0%
2007 5.6% 0.2% 2.7% 1.5% 1.1%
2006 1.3% 6.1% -7.6% 0.5% 2.7%
2005 24.5% 1.0% 6.5% 8.4% 6.7%
2004 4.1% 0.2% 0.4% 0.1% 3.4%
2003 16.3% -4.4% 12.6% 2.8% 5.1%
2002 -27.4% 0.9% -14.4% -19.9% 5.0%
2001 -13.8% -8.7% 2.4% -16.1% 10.0%
2000 -8.3% -2.7% -1.0% 0.7% -5.4%
1999 22.5% 5.5% 3.4% -4.6% 17.7%
1998 12.1% 14.7% 0.5% -15.4% 15.0%
1997 20.9% 5.9% 5.0% 10.3% -1.4%
1996 21.5% 6.5% -0.8% 11.0% 3.5%
1995 8.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2017

Top 10 Holdings

Stock Size
Alphabet Inc ORD 4.78
Amazon.com Inc ORD 3.65
Citigroup Inc ORD 3.23
Vodafone Group PLC ORD 2.94
Molson Coors Brewing Co ORD 2.91
Teva Pharmaceutical Industries Ltd DR 2.51
Kroger Co ORD 2.35
Shire PLC DR 2.33
AXA SA ORD 2.30
Novartis AG ORD 2.28
30/04/2017

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/01/1937
  • Share Class size201Mn
  • Base currencyGBP
  • ISIN GB0030877871

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3

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