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JPM Global Unconstrained Equity A Dis USD

Ranked 45 out of 120 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Alex Stanic

Alex Stanic graduated from Edinburgh University in 1995 with an MA in Economic & Social Geography. He joined Newton in February 1999 as an international research analyst and fund manager, where he was responsible for a range of retail and segregated global pension funds based on global indices. He joined River and Mercantile in 2009 and was the lead manager on the River and Mercantile Global Equities Fund. He joined J.P Morgan Asset Management in 2015 as a portfolio manager in the Global Equities team. Alex has over 14 years of investment experience and began his financial career at Cazenove, where he focused on European and UK small caps.

Sam Witherow

Objective

To provide long-term capital growth by investing primarily in an aggressively managed portfolio of companies, globally. At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in equity securities. Issuers of these securities may be located in any country, including emerging markets. The Sub-Fund may invest in companies of any size (including smaller capitalisation companies) and may have concentrated exposure to certain industry sectors or markets from time to time.

Showing fund performance in Liechtenstein View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.9% 9.1% 1.4%
2017 3.8% 4.4% -3.7% -1.1% 4.3%
2016 5.3% -11.1% -0.3% 6.5% 11.5%
2015 12.7% 14.8% -0.9% -10.5% 10.6%
2014 20.0% 0.8% 5.4% 6.5% 6.1%
2013 18.0% 8.5% -1.2% 4.6% 5.3%
2012 13.9% 8.6% -1.7% 5.9% 0.8%
2011 -8.5% -0.8% -4.3% -14.1% 12.2%
2010 13.1% 7.6% -3.6% 1.2% 7.7%
2009 30.2% -6.9% 17.3% 10.4% 8.1%
2008 -40.7% -17.7% -1.5% -7.8% -20.6%
2007 -3.3% -0.7% 3.7% -2.7% -3.5%
2006 3.0% 4.3% -7.4% 2.9% 3.6%
2005 27.8% 3.3% 9.0% 6.8% 6.3%
2004 4.8% 6.2% 0.3% -2.7% 1.2%
2003 7.2% -9.9% 11.7% 3.1% 3.3%
2002 -34.1% 0.3% -19.3% -18.2% -0.5%
2001 -11.9% -5.7% 6.8% -21.5% 11.5%
2000 -8.8% 4.0% -6.2% 5.1% -11.0%
1999 46.1% 9.7% 9.1% -5.3% 28.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date16/11/1988
  • Share Class size56Mn
  • Base currencyUSD
  • ISIN LU0089639750

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

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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).