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JPM Multi-Manager Growth

Ranked 498 out of 538 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

David Chan

David Chan is a portfolio manager and analyst working on multi-strategy portfolios in the multi-asset solutions team at J.P Morgan Asset Management based in London. An employee since 1997, David was previously an analyst in the global equities team and prior to this was a performance analyst specialising in risk and attribution within the performance analysis group. Prior to joining the firm, David spent three years as an actuarial trainee at National Provident Institution, having worked as an actuarial principal at Black Horse Life Assurance Company. David started his career as an actuarial assistant at Abbey Life Assurance Company. David obtained a B.Sc. in mathematics, operation research and economics from the University of Essex and a postgraduate diploma in actuarial science from City University.

Jonathan Cummings

Katy Thorneycroft

Katy Thorneycroft is a managing director and portfolio manager in the Multi-Asset Solutions team at J.P. Morgan Asset Management, focusing on multi-strategy investing, including benchmark oriented, flexible and total return strategies, as well as funds of investment trusts. An employee since 1999, Katy was previously a portfolio manager in the convertible bonds team and a member of the Multi-Asset Solutions team in New York. Prior to this, Katy was a portfolio manager in the European Equity group in London focusing on small and mid-cap strategies. Katy obtained a M.Chem. from the University of Oxford and is a CFA charterholder.

Objective

To invest worldwide in any economic sector primarily through investment trusts. The Fund aims to provide capital growth over the long term. Currently, in addition to investment trusts the Fund may also invest in other closed-ended and open-ended funds. The Fund may have exposure to Emerging Markets and smaller companies

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/06/2015 - 30/06/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -3.4% 1.6%
2015 6.6% 6.7% -1.5% -5.9% 7.8%
2014 5.4% 0.3% 0.9% 0.8% 3.4%
2013 20.8% 11.5% -1.7% 5.2% 4.7%
2012 11.9% 9.2% -5.9% 5.0% 3.8%
2011 -14.9% -0.6% -0.2% -13.6% -0.8%
2010 22.8% 7.8% -6.0% 8.5% 11.7%
2009 32.4% -6.7% 17.7% 18.7% 1.7%
2008 -37.4% -6.6% -2.6% -15.8% -18.3%
2007 2.1% 3.9% 3.0% -0.4% -4.1%
2006 14.7% 9.2% -6.5% 3.9% 8.2%
2005 32.5% 4.6% 4.2% 12.6% 8.0%
2004 15.2% 3.0% -1.0% 2.7% 9.9%
2003 28.2% -7.4% 19.1% 8.4% 7.3%
2002 -23.5% 3.8% -9.0% -21.8% 3.5%
2001 -15.4% -6.3% 2.8% -20.8% 10.7%
2000 0.6% 2.2% 2.8% 3.6% -7.5%
1999 42.2% 6.6% 10.7% -1.7% 22.6%
1998 1.9% 13.8% -2.9% -20.9% 16.6%
1997 12.2% 5.5% 5.4% 5.8% -4.6%
1996 5.2% 4.0% 0.7% 2.1% -1.6%
1995 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date15/03/1937
  • Share Class size123Mn
  • Base currencyGBP
  • ISIN GB0030876352

Purchase Info

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

Charges

  • Annual management1.25%
  • 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).