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JPM Global Unconstrained Equity A Dis USD

Ranked 1759 out of 2988 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Alex Stanic

Alex Stanic graduated from Edinburgh University in 1995 with an MA in Economic & Social Geography. He joined Newton in February 1999 as an international research analyst and fund manager, where he was responsible for a range of retail and segregated global pension funds based on global indices. He joined River and Mercantile in 2009 and was the lead manager on the River and Mercantile Global Equities Fund. He joined J.P Morgan Asset Management in 2015 as a portfolio manager in the Global Equities team. Alex has over 14 years of investment experience and began his financial career at Cazenove, where he focused on European and UK small caps.

Sam Witherow

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 : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 18.2% 5.9% 2.7% 2.5% 6.0%
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. Curacao
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hong Kong
  11. Ireland
  12. Italy
  13. Jersey
  14. Liechtenstein
  15. Luxembourg
  16. Macau
  17. Netherlands
  18. Norway
  19. Spain
  20. Sweden
  21. Switzerland
  22. Taiwan
  23. United Kingdom

Fund Info

  • Launch date16/11/1988
  • Share Class size67Mn
  • 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).