JPM Global Macro Opportunities C (dist) - GBP (hedged)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 13.2 | 5.2 | -11.3 | 0.5 | 2.7 | |
+/-Cat | 12.4 | 2.6 | -13.6 | -3.4 | 1.2 | |
+/-B’mrk | 7.6 | 5.5 | 2.0 | -5.5 | 3.7 | |
Category: Macro Trading GBP | ||||||
Category Benchmark: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 24/05/2024 | GBP 82.83 | |
Day Change | -0.05% | |
Morningstar Category™ | Macro Trading GBP | |
IA (formerly IMA) Sector | - | |
ISIN | LU1251111065 | |
Fund Size (Mil) 24/05/2024 | EUR 2512.94 | |
Share Class Size (Mil) 24/05/2024 | GBP 187.95 | |
Max Initial Charge | - | |
Ongoing Charge 17/04/2024 | 0.76% |
Morningstar Research |
Analyst Report | 01/04/2024 Francesco Paganelli, Senior Analyst Morningstar, Inc |
JPM Global Macro Opportunities remains a decent option in its macro trading peer group, but the recent loss of two managers gives us pause. Under the leadership of team head Shrenick Shah the strategy has improved through incremental tweaks to... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPM Global Macro Opportunities C (dist) - GBP (hedged) |
To achieve capital appreciation in excess of its cash benchmark by investing primarily in securities, globally, using derivatives where appropriate. Investment process based on macroeconomic research to identify global investment themes and opportunities. Flexible and focused approach to take advantage of global trends and changes through traditional and non-traditional assets. Fully integrated, risk management framework provides detailed portfolio analysis. |
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Management | ||
Manager Name Start Date | ||
Shrenick Shah 21/12/2012 | ||
Josh Berelowitz 18/12/2019 | ||
Inception Date 07/08/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA ESTR Overnight Rate Hgd TR EUR | Morningstar UK Cau Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Macro Opportunities C (dist) - GBP (hedged) | 31/10/2023 |
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