JPM Global Focus

Ranked 440 out of 756 in - Global 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.

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 superior long-term capital growth by investing primarily in an aggressively managed portfolio of large, medium and small companies, globally, that the Investment Manager believes to be attractively valued and to have significant profit growth or earnings recovery potential. At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in equity securities of large, medium and small companies that the Investment Manager believes to be attractively valued and to have significant profit growth or earnings recovery potential. Issuers of these securities may be located in any country, including emerging markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2018 - 31/05/2019
  • Rank 440/756 Total Return
  • Rank 378/756 Standard Deviation
  • Rank 460/756 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.3%
2018 -10.3% -7.5% 7.5% 3.0% -12.5%
2017 10.1% 5.6% -2.1% 1.1% 5.3%
2016 28.0% -1.5% 5.5% 12.6% 9.5%
2015 2.9% 8.9% -5.6% -8.7% 9.6%
2014 9.0% -0.5% 3.5% 0.9% 4.9%
2013 20.0% 13.3% -1.6% 3.2% 4.3%
2012 8.8% 10.3% -5.4% 3.2% 1.0%
2011 -16.1% -0.1% 0.6% -20.9% 5.6%
2010 16.8% 11.2% -11.8% 11.2% 7.1%
2009 43.9% -3.4% 14.5% 21.9% 6.8%
2008 -27.9% -13.6% -1.8% -10.9% -4.7%
2007 7.5% 5.3% 4.9% -1.8% -0.9%
2006 11.8% 7.5% -6.3% 4.3% 6.3%
2005 33.6% 2.3% 8.7% 9.8% 9.3%
2004 2.8% 1.4% -1.4% -1.1% 3.9%
2003 7.2% 8.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Alphabet Inc ORD 3.36%
Microsoft Corp ORD 3.23%
UnitedHealth Group Inc ORD 2.72%
Amazon.com Inc ORD 2.46%
Airbus SE ORD 2.30%
Prudential PLC ORD 2.08%
Citigroup Inc ORD 1.95%
Pioneer Natural Resources Co ORD 1.89%
Boston Scientific Corp ORD 1.72%
Bank of America Corp ORD 1.69%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Estonia
  4. Finland
  5. France
  6. Germany
  7. Hungary
  8. Ireland
  9. Italy
  10. Jersey
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Poland
  15. Portugal
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date23/05/2003
  • Share Class size102Mn
  • Base currencyUSD
  • ISIN LU0168343274

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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