JPM Global Macro Opportunities Fund C - Net Accumulation

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DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
Inception Date15/02/2013
Fund Advisor(s)
JP Morgan Asset Management (UK) Ltd
Fund ManagerShrenick Shah
Manager Start Date15/02/2013
Shrenick Shah, Managing Director, is the head of the Macro Strategies team at J.P. Morgan Asset Management, based in London. An employee since September 2010, Shrenick previously worked in the equity divisions at Deutsche Bank and Credit Suisse
Fund ManagerJosh Berelowitz
Manager Start Date18/12/2019
Career Start Year2012
University of Nottingham, B.S.
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
London Business School, M.S.
HEC Montreal, B.B.A.
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.
Fund ManagerVirginia Martin Heriz
Manager Start Date22/03/2021
Virginia Martin Heriz, Executive Director, is a portfolio manager in the Macro Strategies team, based in London. An employee since November 2019, Virginia previously was a portfolio manager at Aberdeen Standard Investments where she was responsible for tactical asset allocation portfolios and segregated multi asset mandates. Prior to that, Virginia was an analyst covering global financials at Martin Currie Investment Management.
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(

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