JPMorgan Funds - Africa Equity Fund C (perf) (dist) - GBP

JPMorgan Funds - Africa Equity Fund C (perf) (dist) - GBP
JPMorgan Asset Management (Europe) S.à r.l.
0.96 %
Risk Rating
3 Year Sharpe
3 Year Alpha
3.1 %
DJ Titans Africa 50 TR USD
The fund seeks to provide long-term capital growth by investing primarily in a portfolio of African companies. At least 67% of the Sub-Fund's total assets (excluding cash and cash equivalents) will be invested in equities and equity linked securities of companies that are incorporated under the laws of, and have their registered office in, an African country or that derive the predominant part of their economic activity from Africa, even if listed elsewhere. A significant part of the Sub-Fund's assets will be invested in natural resources companies. A significant part of the Sub-Fund's assets will be invested in "emerging" Africa (including but not limited to, South Africa, Morocco and Egypt). The Sub-Fund will also invest in "frontier" and other African countries outside these core African markets. However investment in securities not traded on a Regulated Market will be limited to 10% of the Sub-Fund's net assets.
Holding %
Naspers Ltd Class N 9.01 %
Commercial International Bank (Egypt) SAE GDR 8.46 %
B2Gold Corp 8.09 %
Safaricom PLC 6.39 %
Centamin PLC 4.59 %
Attijariwafa Bank SA 4.01 %
Guaranty Trust Bank PLC 3.98 %
JPM USD Liquidity LVNAV X (dist.) 3.81 %
Equity Group Holdings Ltd 3.35 %
Maroc Telecom SA 3.00 %
Region %
Africa 84.55 %
Canada 10.08 %
Sector %
Financial Services 29.76 %
Basic materials 28.04 %
Communication Services 21.32 %
Consumer Defensive 10.11 %
JPMorgan Asset Management (Europe) S.à r.l.
L-2633, Luxembourg, Luxembourg
Legal Structure


Oleg Biryulyov
Joined 02/15/2016

Oleg Biryulyov, managing director, is a regional portfolio manager and the head of the Emerging Europe, Middle East and Africa Group, with a specialisation in Russia and Eastern Europe, within the Emerging Markets and Asia Pacific Equities Team based in London. An employee since 1994, Oleg was previously a portfolio manager for Flemings Urals Regional Venture Fund. Prior to this, he was an investment analyst. Oleg obtained a degree in economics from Moscow State University, Lomonosov. He is a holder of the CFA designation.

Pandora Omaset
Joined 06/01/2015

Pandora Omaset, executive director, is a product-focused analyst covering Africa within the Emerging Markets and Asia Pacific Equities Team based in London. An employee since 1999, Pandora previously worked as a portfolio analyst in the Japanese Portfolios Group. Before joining J.P. Morgan Asset Management, Pandora was a Performance Analyst at Henderson’s Global Investors. Pandora has a BA in International Business and Finance from SNHU and University of Greenwich.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.