JPM Multi-Manager Growth

Ranked 443 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

David Chan

David Chan is a portfolio manager and analyst working on multi-strategy portfolios in the multi-asset solutions team at J.P Morgan Asset Management based in London. An employee since 1997, David was previously an analyst in the global equities team and prior to this was a performance analyst specialising in risk and attribution within the performance analysis group. Prior to joining the firm, David spent three years as an actuarial trainee at National Provident Institution, having worked as an actuarial principal at Black Horse Life Assurance Company. David started his career as an actuarial assistant at Abbey Life Assurance Company. David obtained a B.Sc. in mathematics, operation research and economics from the University of Essex and a postgraduate diploma in actuarial science from City University.

Simin Li

Katy Thorneycroft

Katy Thorneycroft is a managing director and portfolio manager in the Multi-Asset Solutions team at J.P. Morgan Asset Management, focusing on multi-strategy investing, including benchmark oriented, flexible and total return strategies, as well as funds of investment trusts. An employee since 1999, Katy was previously a portfolio manager in the convertible bonds team and a member of the Multi-Asset Solutions team in New York. Prior to this, Katy was a portfolio manager in the European Equity group in London focusing on small and mid-cap strategies. Katy obtained a M.Chem. from the University of Oxford and is a CFA charterholder.

Objective

To invest worldwide in any economic sector primarily through investment trusts. The Fund aims to provide capital growth over the long term. Currently, in addition to investment trusts the Fund may also invest in other closed-ended and open-ended funds. The Fund may have exposure to Emerging Markets and smaller companies.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.6%
2018 -4.9% -4.1% 7.8% 1.5% -9.3%
2017 19.8% 6.1% 4.9% 2.0% 5.5%
2016 13.5% -3.5% 1.6% 11.8% 3.5%
2015 6.6% 6.7% -1.5% -5.9% 7.8%
2014 5.4% 0.3% 0.9% 0.8% 3.4%
2013 20.8% 11.5% -1.7% 5.2% 4.7%
2012 11.9% 9.2% -5.9% 5.0% 3.8%
2011 -14.9% -0.6% -0.2% -13.6% -0.8%
2010 22.8% 7.8% -6.0% 8.5% 11.7%
2009 32.4% -6.7% 17.7% 18.7% 1.7%
2008 -37.4% -6.6% -2.6% -15.8% -18.3%
2007 2.1% 3.9% 3.0% -0.4% -4.1%
2006 14.7% 9.2% -6.5% 3.9% 8.2%
2005 32.5% 4.6% 4.2% 12.6% 8.0%
2004 15.2% 3.0% -1.0% 2.7% 9.9%
2003 28.2% -7.4% 19.1% 8.4% 7.3%
2002 -23.5% 3.8% -9.0% -21.8% 3.5%
2001 -15.5% -6.3% 2.8% -20.8% 10.7%
2000 0.6% 2.2% 2.8% 3.6% -7.5%
1999 42.2% 6.6% 10.7% -1.7% 22.6%
1998 1.9% 13.8% -2.9% -20.9% 16.6%
1997 12.2% 5.5% 5.4% 5.8% -4.6%
1996 5.2% 4.0% 0.7% 2.1% -1.6%
1995 14.8% -1.8% 5.0% 6.9% 4.1%
1994 -9.7% -7.9% -4.7% 4.8% -1.8%
1993 51.3% 8.8% 9.0% 8.1% 18.0%
1992 19.9% 1.9% -1.7% -0.7% 20.5%
1991 17.6% 19.0% 0.2% 5.9% -6.8%
1990 -16.4% -8.8% 5.7% -17.3% 5.0%
1989 39.0% 16.7% 6.5% 8.0% 3.6%
1988 19.4% 8.3% 7.5% 0.3% 2.3%
1987 -4.2% 13.9% 12.5% 8.6% -31.2%
1986 32.0% 12.8% 3.0% 1.1% 12.4%
1985 20.2% 7.0% -2.2% 1.7% 13.0%
1984 17.1% 7.2% -9.1% 13.2% 6.1%
1983 40.8% 20.3% 7.9% -0.7% 9.3%
1982 30.0% 4.7% -1.9% 12.1% 12.9%
1981 3.1% 3.0% 7.7% -13.9% 8.0%
1980 58.4% 6.4% 22.5% 12.1% 8.4%
1979 -0.9% 14.3% -8.7% 4.8% -9.5%
1978 6.4% -6.9% 11.6% 10.2% -7.0%
1977 35.4% 9.4% 0.7% 21.2% 1.5%
1976 -5.0% -8.5% -3.1% -6.7% 14.9%
1975 104.3% 57.4% 17.5% 3.4% 6.9%
1974 -39.0% -11.5% -8.0% -20.8% -5.5%
1973 -33.6% -14.5% -1.2% -0.8% -20.8%
1972 11.7% 13.7% -8.9% -2.4% 10.4%
1971 32.7% 7.3% 9.3% 5.9% 6.9%
1970 -2.7% 4.3% -17.5% 18.3% -4.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Scottish Mortgage Investment Trust PLC 7.05%
Finsbury Growth & Income Trust PLC 5.25%
F&C Investment Trust PLC 3.92%
Monks Investment Trust PLC 3.55%
HSBC Infrastructure Company Ltd 3.49%
Impax Environmental Markets PLC 3.47%
Templeton Emerging Markets Investment Trust PLC 3.46%
Alliance Trust PLC 3.09%
3i Infrastructure PLC 3.07%
International Public Partnerships Limited 2.87%
28/02/2019

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date15/03/1937
  • Share Class size141Mn
  • Base currencyGBP
  • ISIN GB0030876352

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment0.00%

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