JPM Global Equity Income X Acc

Ranked 13 out of 101 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Jeroen Huysinga

Joroen Huysinga has been working within the funds industry for almost two decades and began his career as a graduate trainee with Lloyds Bank in 1986. The Warwick University graduate then became a UK analyst for British Steel Pension Funds and would remain there until 1995. Huysinga then had a two-year stay at Lombard Odier as a portfolio manger for Japanese equity, but for the last nine years he has managed for JP Morgan. Born in Deeventer, Netherlands, in 1964, Huysinga holds a BA in Economics & International studies and is an associate of the Institute of Investment Management & Research. His interests include rugby and soccer.

Helge Skibeli

Helge Skibeli has 23 years of investment experience. He currently works at JP Morgan where he has worked for 20 years. He is currently a portfolio manager and the director of research. Prior to this role he was head of research for Asia as well as a research analyst. He has an MBA in Finance from the University of Wisconsin.

Objective

To provide a portfolio designed to achieve high and rising income by investing globally, primarily in equities, in any economic sector whilst participating in long term capital growth. The Fund will have exposure to Emerging Markets. Smaller company investments may be held on an ancillary basis.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 -3.2% -6.3% 8.6% 5.0% -9.3%
2017 10.8% 2.8% 0.4% 1.3% 5.9%
2016 27.3% 2.8% 4.6% 8.6% 9.0%
2015 7.4% 7.6% -5.1% -3.5% 9.0%
2014 10.8% 0.6% 3.4% 1.2% 5.2%
2013 1.6% 0.2% 3.8%
2011 2.2% -0.4% -13.0%
2010 12.1% 3.7% -7.7% 9.5% 7.0%
2009 20.4% -11.2% 11.7% 14.4% 6.0%
2008 -26.3% -12.2% -4.0% -6.0% -6.9%
2007 4.1% 0.6% -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date07/02/2007
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B1JNF012

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

Related News

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