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JPM Latin America Equity

Ranked 21 out of 40 in - Latin America over 12 months
All calculations are in GBP unless stated

Managed by

Sophie Bosch de Hood

Sophie Bosch de Hood is an executive director and regional portfolio manager at JP Morgan based in New York. She focuses on Latin America portfolios with a specialisation in Brazil within the Emerging Markets and Asia Pacific Equities team. Sophie joined the firm in 1999 on the client side and moved over to work in research covering consumer and industrial companies in Latin America and EMEA in 2001. She graduated from the Wharton School with a BA in Business Management and the College of Arts and Science at the University of Pennsylvania with a BSc in International Relations. Sophie is fluent in Spanish, English and Portuguese.

Luis Carrillo

Luis Carrillo graduated from Anahuac University in Mexico where he gained a BS degree in engineering and a graduate degree in industrial engineering. He holds an MBA in finance from the Wharton School of the University of Pennsylvania. Luis worked as a strategic advisor for a couple of US consulting firms before he joined JP Morgan in 1998 where he is currently a portfolio manager responsible for Latin American equities. He has 19 years’ industry experience.

Objective

To provide long-term capital growth by investing primarily in Latin American companies. At least 67% of the Sub-Fund's total assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a Latin American country. Debt securities, cash and cash equivalents may be held on an ancillary basis.

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Performance

Latin America over : 31/03/2017 - 31/03/2018
  • Rank 21/40 Total Return
  • Rank 7/40 Standard Deviation
  • Rank 9/40 Max Drawdown
Fund Name Currency Return
19 Templeton Latin America A (Ydis) USD GBP

5.0%
20 Amundi Fds Equity Latin America - AU (C) GBP

4.3%
21 JPM Latin America Equity A Dis USD GBP

3.9%
22 Janus Henderson Latin American B EUR Acc GBP

3.8%
23 HSBC GIF Latin American Equity M1D USD GBP

3.1%
View full league table
Fund Name Currency Risk
5 Manulife Global Fd-Latin America Equity AA GBP

13.4
6 MFS Meridian Funds-Latin American Equity A1 USD GBP

13.6
7 JPM Latin America Equity A Dis USD GBP

13.6
8 Alquity SICAV-Alquity Latin America M USD GBP

13.8
9 T Rowe Latin American Equity I USD GBP

13.9
View full league table
Fund Name Currency Loss
7 Investec GSF Latin American Equity A Acc USD GBP

-7.1%
8 Aberdeen Latin American Equity A Acc GBP

-7.1%
9 JPM Latin America Equity A Dis USD GBP

-7.2%
10 Invesco Perpetual Latin American Acc GBP

-7.3%
11 Emerise Latin America Equity Fund R/A (USD) GBP

-7.7%
View full league table

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.0%
2017 16.5% 13.2% -2.8% 9.6% -3.4%
2016 42.3% 18.3% 13.2% 8.5% -2.1%
2015 -26.8% -6.4% -3.3% -20.1% 1.2%
2014 -6.0% -2.3% 5.5% -1.8% -7.1%
2013 -12.2% 10.3% -14.7% -3.0% -3.8%
2012 9.1% 13.3% -11.7% 1.8% 7.1%
2011 -19.4% -5.1% -0.1% -20.3% 6.6%
2010 22.1% 8.2% -7.0% 12.2% 8.2%
2009 90.4% 0.0% 27.7% 29.4% 15.3%
2008 -41.0% -5.0% 7.3% -29.4% -18.0%
2007 42.3% 6.8% 17.4% 8.0% 5.1%
2006 30.7% 16.2% -8.5% 4.4% 17.7%
2005 69.3% 2.5% 17.6% 29.7% 8.3%
2004 30.8% 5.9% -8.1% 17.8% 14.1%
2003 51.2% 0.8% 19.6% 9.8% 14.3%
2002 -32.1% 12.5% -28.0% -25.9% 13.1%
2001 1.9% 0.7% 9.6% -26.5% 25.8%
2000 -9.5% 6.2% -1.0% -1.8% -12.3%
1999 64.4% 17.3% 18.4% -13.5% 36.7%
1998 -39.6% -1.0% -20.3% -29.3% 8.4%
1997 34.6% 22.7% 17.1% 7.2% -12.6%
1996 8.7% 9.5% 7.5% 0.1% -7.8%
1995 -18.8% -31.2% 16.5% 2.0% -0.6%
1994 -18.3% -2.2% -13.2% 23.9% -22.3%
1993 55.2% 5.2% 1.7% 10.3% 31.6%
1992 -3.0% 32.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Ireland
  14. Italy
  15. Jersey
  16. Liechtenstein
  17. Luxembourg
  18. Macau
  19. Netherlands
  20. Norway
  21. Poland
  22. Singapore
  23. Spain
  24. Sweden
  25. Switzerland
  26. Taiwan
  27. United Kingdom

Fund Info

  • Launch date13/05/1992
  • Share Class size228Mn
  • Base currencyUSD
  • ISIN LU0053687314

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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