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JPM Global Macro Opportunities C Dis GBP Hgd

Ranked 1 out of 37 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Managed by

James Elliot

North Yorkshireman James Elliot has been a fund manager at JP Morgan Asset Management for over 10 years and runs more than £1 billion in assets for the group. Elliot, who was born in 1970, adopts an inclusive value and growth approach to stockpicking and would like to emulate the success of the investor he admires most, contrarian maestro David Dreman. He graduated in Modern History from Oxford University.

Shrenick Shah

Objective

To achieve capital appreciation in excess of its cash benchmark by investing primarily in securities, globally, using derivative strategies where appropriate. The Sub-Fund will primarily invest, either directly or through the use of financial derivative instruments, in equity securities, commodity index instruments, convertible securities, debt securities, deposits with credit institutions and money market instruments, globally. The Fund uses an investment process based on macroeconomic research to identify global investment themes and opportunities. It has a flexible approach to asset allocation and may use both long and short positions to vary exposure to different asset classes and markets in response to market conditions and opportunities.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/04/2017 - 30/04/2018
  • Rank 1/37 Total Return
  • Rank 34/37 Standard Deviation
  • Rank 22/37 Max Drawdown
Fund Name Currency Return
1 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

19.7%

2 JPM Global Macro Opportunities A Net Acc GBP

19.0%

3 Uni-Global Alternative Risk Premia RAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.3%

4 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.3%

5 Neuberger Berman Glbl Dyn Asset Allocr GBP I Acc H

Currency exposure is hedged

Currency exposure is hedged

GBP

5.7%

Fund Name Currency Risk
32 JPM Global Macro Opportunities A Net Acc GBP

7.6

33 Artemis Strategic Assets R Acc GBP

7.6

34 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

8.1

35 MFS Meridian Funds-Absolute Return I1 GBP GBP

8.2

36 Veritas Global Real Return GBP B GBP

8.6

Fund Name Currency Loss
21 Neuberger Berman Glbl Dyn Asset Allocr GBP I Acc H

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.1%

22 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.2%

23 CS (Lux) Liquid Alternative Beta UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.2%

24 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

-3.3%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 2.1%
2017 16.0% -1.2% 4.6% 8.0% 3.9%
2016 -3.8% 0.8% 1.9% -3.3% -3.2%
2015 -2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Curacao
  4. Luxembourg
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date07/08/2015
  • Share Class size212Mn
  • Base currencyUSD
  • ISIN LU1251111065
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0

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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).