JPM Global Macro Opportunities Fund C - Net Income

Name
JPM Global Macro Opportunities Fund C - Net Income
Manager
JPMorgan Funds Limited
Type
Open Ended Investment Company
ISIN
GB00B44CT796
Sector
Targeted Absolute Return
Launched
15/02/2013
OCF
0.67 %
3 Year Sharpe
0.62
Yield
0.6 %
Benchmark
ICE LIBOR 1 Month GBP
The Fund aims to provide positive investment returns over a rolling 3 year period in all market conditions by investing in securities globally, using financial derivative instruments where appropriate. A positive return is not guaranteed over this or any time period and a capital loss may occur.
Holding %
JPM EUR lqdty LVNAV X (flex dist.) 8.96 %
France (Republic Of) 0% 5.57 %
Japan (Government Of) 0% 5.30 %
France (Republic Of) 0% 4.95 %
Japan (Government Of) 0% 4.92 %
Japan (Government Of) 0% 4.89 %
Japan (Government Of) 0% 4.49 %
United States Treasury Bills 0% 4.49 %
United States Treasury Bills 0% 4.48 %
France (Republic Of) 0% 4.02 %
Region %
United States 65.96 %
Asia - Emerging 11.17 %
Eurozone 8.37 %
Asia - Developed 6.26 %
Sector %
Technology 43.26 %
Healthcare 20.76 %
Financial Services 19.03 %
Consumer Defensive 10.30 %
Name
JPMorgan Funds Limited
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Shrenick Shah
Joined 02/15/2013

Shrenick Shah, executive director, is a portfolio manager in the Multi-Asset Solutions team, based in London, with responsibility for managing total return portfolios. An employee since September 2010, Shrenick previously worked in the equity divisions at Deutsche Bank and Credit Suisse. Shrenick obtained a M.Sc. in Econometrics and Mathematical Economics from the London School of Economics.

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.