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JPM Global Unconstrained Equity A Dis USD

Ranked 1322 out of 2948 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Sam Witherow

Timothy Woodhouse

Timothy Woodhouse is a vice president and portfolio manager in the Global Equities team at JP Morgan Asset Management. He joined the firm in 2008. Tim graduated from the University of York with a BSc (Hons) in Economics and is a CFA charterholder.

Objective

To provide long-term capital growth by investing primarily in an aggressively managed portfolio of companies, globally. At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in equity securities. Issuers of these securities may be located in any country, including emerging markets. The Sub-Fund may invest in companies of any size (including smaller capitalisation companies) and may have concentrated exposure to certain industry sectors or markets from time to time.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.9% 2.7%
2016 2.2% -6.7% -2.8% 7.7% 4.7%
2015 1.2% 1.9% 2.8% -10.3% 7.7%
2014 5.4% 0.8% 4.7% -1.8% 1.6%
2013 23.4% 5.7% 0.0% 8.9% 7.2%
2012 15.7% 11.4% -6.3% 7.3% 3.3%
2011 -11.5% 4.9% -2.2% -20.5% 8.6%
2010 5.7% 1.5% -12.7% 12.7% 5.9%
2009 34.4% -11.1% 23.9% 15.0% 6.1%
2008 -43.6% -10.8% -2.1% -17.8% -21.4%
2007 7.2% 0.3% 5.2% 2.5% -0.8%
2006 15.1% 7.0% -2.2% 1.9% 7.9%
2005 10.9% -1.3% 1.5% 6.4% 4.0%
2004 13.0% 3.5% -0.8% -0.7% 10.8%
2003 28.8% -6.3% 17.5% 4.5% 11.9%
2002 -22.4% -1.8% -8.6% -18.1% 5.6%
2001 -16.4% -11.2% 2.2% -15.6% 9.0%
2000 -14.6% -0.8% -6.0% -3.3% -5.3%
1999 24.7% 0.8% 4.2% -2.2% 21.3%
1998 9.3% 9.6% 0.6% -13.2% 14.1%
1997 3.3% -3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hong Kong
  10. Ireland
  11. Italy
  12. Jersey
  13. Liechtenstein
  14. Luxembourg
  15. Macau
  16. Netherlands
  17. Norway
  18. Spain
  19. Sweden
  20. Switzerland
  21. Taiwan
  22. United Kingdom

Fund Info

  • Launch date16/11/1988
  • Share Class size58Mn
  • Base currencyUSD
  • ISIN LU0089639750

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).