JPM Global Unconstrained Equity A Net Acc

Ranked 192 out of 758 in - Global over 12 months
All calculations are in GBP 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 capital growth over the long term by investing throughout the world in any economic sector. The Fund will primarily invest in shares of companies globally and will have exposure to Emerging Markets. Smaller company investments may be held on an ancillary basis. Financial Derivative Instruments may be used for the purpose of Efficient Portfolio Management, including hedging, where appropriate.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.8%
2018 -6.4% -7.7% 10.2% 2.7% -10.4%
2017 8.1% 4.8% -1.3% -0.3% 4.8%
2016 23.2% -4.5% 4.5% 11.1% 11.2%
2015 7.1% 8.1% -3.7% -8.3% 12.3%
2014 12.1% -0.3% 2.9% 3.9% 5.1%
2013 21.3% 13.1% 0.4% 2.5% 4.2%
2012 11.5% 8.2% -5.4% 5.9% 2.8%
2011 -11.3% 1.6% -2.2% -17.0% 7.5%
2010 11.2% 9.0% -12.3% 5.9% 9.7%
2009 23.0% -9.7% 8.7% 20.2% 4.3%
2008 -22.9% -9.9% -2.4% -8.8% -4.0%
2007 5.6% 0.2% 2.7% 1.5% 1.1%
2006 1.3% 6.1% -7.6% 0.5% 2.7%
2005 24.5% 1.0% 6.5% 8.4% 6.7%
2004 4.1% 0.2% 0.4% 0.1% 3.4%
2003 16.3% -4.4% 12.6% 2.8% 5.1%
2002 -27.4% 0.9% -14.4% -19.9% 5.0%
2001 -13.8% -8.7% 2.4% -16.1% 10.0%
2000 -8.3% -2.7% -1.0% 0.7% -5.4%
1999 22.5% 5.5% 3.4% -4.6% 17.7%
1998 12.1% 14.7% 0.5% -15.4% 15.0%
1997 20.9% 5.9% 5.0% 10.3% -1.4%
1996 21.5% 6.5% -0.8% 11.0% 3.5%
1995 33.4% 5.3% 4.5% 11.6% 8.7%
1994 -8.2% -9.6% -2.3% 4.1% -0.2%
1993 48.0% 10.5% 5.6% 13.5% 11.8%
1992 37.9% 5.1% 3.5% 7.0% 18.4%
1991 17.9% 20.9% 0.5% 2.0% -4.9%
1990 -19.9% -5.5% -1.3% -23.3% 12.1%
1989 27.2% 12.7% 5.1% 7.6% -0.3%
1988 9.5% 4.3% 8.5% -0.3% -3.0%
1987 8.5% 16.5% 23.2% 6.6% -29.1%
1986 31.9% 17.0% 7.6% 0.5% 4.3%
1985 23.3% 9.4% 2.2% 3.4% 6.6%
1984 22.4% 6.5% -7.2% 11.7% 10.8%
1983 40.8% 20.6% 4.3% 1.9% 9.9%
1982 14.6% -2.3% -3.3% 6.0% 14.4%
1981 10.4% 6.9% 7.8% -14.0% 11.4%
1980 38.8% 3.6% 17.1% 15.5% -1.0%
1979 3.1% 13.4% -8.5% 6.3% -6.4%
1978 3.6% 1.7% 1.2% 3.1% -2.4%
1977 16.8% -1.1% 5.7% 11.2% 0.5%
1976 6.6% 6.4% -7.5% 0.3% 8.0%
1975 65.7% 42.2% 6.1% 0.9% 8.9%
1974 -47.4% -12.7% -14.6% -21.0% -10.7%
1973 -25.8% -8.7% 1.3% -4.1% -16.2%
1972 13.3% 17.5% -11.2% -3.6% 12.7%
1971 41.7% 8.7% 8.8% 11.4% 7.6%
1970 2.1% 4.3% -14.8% 16.7% -1.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 5.18%
Alphabet Inc ORD 5.00%
Microsoft Corp ORD 4.53%
Tencent Holdings Ltd ORD 3.73%
GlaxoSmithKline PLC ORD 3.63%
UnitedHealth Group Inc ORD 3.49%
Nestle SA ORD 3.47%
Comcast Corp ORD 3.00%
First Republic Bank ORD 2.76%
HDFC Bank Ltd ORD 2.55%
31/01/2019

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/01/1937
  • Share Class size307Mn
  • Base currencyGBP
  • ISIN GB0030877871

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0.00%

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