JPM Global Macro Opportunities A Net Acc

Ranked 24 out of 42 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Managed by

Shrenick Shah

Objective

The Fund aims to provide positive investment returns over a rolling 3 year period in all market conditions by investing in securities globally, using financial derivative instruments where appropriate. A positive return is not guaranteed over this or any time period and a capital loss may occur. The investment Adviser uses an investment process based on macroeconomic research to identify global investment themes and opportunities. The Investment Adviser uses a flexible asset allocation approach, using a broad range of asset classes, instruments and techniques.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/04/2018 - 30/04/2019
  • Rank 24/42 Total Return
  • Rank 14/42 Standard Deviation
  • Rank 25/42 Max Drawdown
Fund Name Currency Return
22 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

23 Memnon ARP R GBP GBP

-1.4%

24 JPM Global Macro Opportunities A Net Acc GBP

-1.8%

25 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

26 MS INVF Global Multi-Asset Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.3%

Fund Name Currency Risk
12 SLI Glo SICAV Glbl Abs Rtn Strategies A Acc GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2

13 MS INVF Global Multi-Asset Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6

14 JPM Global Macro Opportunities A Net Acc GBP

4.8

15 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

4.8

16 Neuberger Berman Uncorrelated Strategies HGBP I5Ac

Currency exposure is hedged

Currency exposure is hedged

GBP

4.8

Fund Name Currency Loss
23 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.6%

24 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.7%

25 JPM Global Macro Opportunities A Net Acc GBP

-5.7%

26 Veritas Global Real Return GBP B GBP

-5.8%

27 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.0%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.6%
2018 -2.1% 1.9% -2.9% -2.7% 1.7%
2017 15.2% -1.4% 4.5% 7.8% 3.7%
2016 -3.8% 1.0% 1.6% -2.8% -3.5%
2015 11.0% 9.7% -2.1% 6.2% -2.7%
2014 9.7% -1.9% -0.2% 5.2% 6.5%
2013 1.6% -1.4% 5.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
GBP Cash 6.48%
Bred Banque Populaire SA Time/Term Deposit 5.11%
Japan 0.000% 11-Mar-2019 4.87%
France 0.000% 06-Mar-2019 4.70%
Japan 0.000% 15-Apr-2019 4.67%
France 0.000% 20-Feb-2019 4.51%
US Treasury 0.000% 21-Mar-2019 4.49%
US Treasury 0.000% 28-Mar-2019 4.49%
Japan 0.000% 08-Apr-2019 4.42%
EUR Cash 4.38%
31/01/2019

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date15/02/2013
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN GB00B563VJ35

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.25%
  • 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).