JPM Global Macro Opportunities Fund A - Net Accumulation

Management
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date15/02/2013
Fund Advisor(s)
JP Morgan Asset Management (UK) Ltd
Fund ManagerShrenick Shah
Manager Start Date15/02/2013
 
Biography
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.
Fund ManagerJosh Berelowitz
Manager Start Date18/12/2019
Career Start Year2012
Education
University of Nottingham, B.S.
 
Biography
Josh Berelowitz, vice president, portfolio manager in the Macro Strategies team, based in London. An employee since September 2011, Josh has been focused on the macro portfolios since inception of the strategy in November 2012. Josh obtained a B.Sc. in Economics from the University of Nottingham and is a CFA charterholder.
Fund ManagerBenoit Lanctot
Manager Start Date18/12/2019
Career Start Year2007
Education
London Business School, M.S.
HEC Montreal, B.B.A.
 
Biography
Benoit Lanctot, executive director, portfolio manager in the Macro Strategies team, based in London. An employee since July 2011, Benoit previously worked as a senior analyst in the Convertible Bond team within Multi-Asset Solutions, responsible for the implementation of the fundamental analysis framework with global coverage. Prior to that, Benoit worked in investment banking for the Diversified Industries Group of Scotia Capital Inc. based in Montreal, Canada. He obtained a B.BA with a major in Finance from HEC Montreal and a Masters in Finance from London Business School. Benoit is a CFA and a CAIA charterholder.
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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