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JPM Emerging Markets

Ranked 21 out of 257 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Leon Eidelman

Leon Eidelman is a portfolio manager within the emerging markets and Asia-Pacific equities team at JP Morgan, based in New York. Having been with the firm since 2002, Eidelman is a member of the group of global emerging market portfolio managers responsible for the fundamental, bottom-up portfolios, including the GEM Discovery and GEM Focused strategies. He is lead manager of the GEM Discovery strategy and is a portfolio manager on the GEM Focused strategy.

Austin Forey

Austin Forey joined JP Morgan Asset Management as a portfolio manager for global emerging markets in 1994. His current responsibilities include management of the JPM Emerging Markets fund for which he adopts a bottom-up stock selection style. Forey initially joined the group as a research analyst focusing on engineering in 1988. He subsequently branched out to cover all financial sectors before being named deputy head of UK research. He also co-managed a mid-cap investment trust and two specialist unit trusts. Prior to joining the group Forey enjoyed an impressive academic career, earning a Bachelor’s degree and Ph.D in Modern Languages from Cambridge University.

Objective

To provide long term capital growth by investing primarily in equity and equity-linked securities of emerging markets companies. Emerging Markets companies are companies that are incorporated under the laws of, and have their registered office in, an Emerging Market country, or that derive the predominant part of their economic activity from Emerging Market countries, even if listed elsewhere. Smaller companies may be held on an ancillary basis. Other instruments as permitted in the stated investment and borrowing powers of the Company including, but not limited to, fixed interest securities, cash and cash equivalents may be held on an ancillary basis, as appropriate

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.5%
2018 -11.9% -4.9% -0.2% -2.7% -4.7%
2017 29.0% 10.8% 4.0% 4.5% 7.1%
2016 36.2% 9.1% 10.0% 14.5% -0.8%
2015 -11.5% 7.2% -8.9% -12.9% 4.0%
2014 4.4% -0.9% 4.4% 0.2% 0.7%
2013 -6.5% 6.0% -7.1% -3.6% -1.4%
2012 12.3% 9.7% -7.1% 4.1% 5.9%
2011 -17.8% -4.2% 0.2% -19.0% 5.7%
2010 23.0% 10.2% -7.5% 11.4% 8.3%
2009 54.6% 0.7% 15.6% 23.7% 7.3%
2008 -33.5% -11.3% -2.3% -17.7% -6.7%
2007 34.1% 2.8% 9.6% 10.5% 7.8%
2006 18.6% 10.7% -10.4% 6.7% 12.1%
2005 58.6% 4.7% 13.7% 21.6% 9.6%
2004 25.2% 10.7% -7.4% 10.5% 10.5%
2003 33.8% -5.1% 16.9% 13.2% 6.5%
2002 -15.0% 13.1% -15.1% -15.3% 4.5%
2001 -4.7% -5.4% 5.5% -28.2% 33.0%
2000 -20.2% 6.0% -2.4% -10.2% -14.1%
1999 75.4% 14.3% 22.9% -9.3% 37.8%
1998 -26.0% 7.5% -18.9% -27.5% 17.1%
1997 8.1% 19.0% 14.0% -0.4% -20.0%
1996 -4.3% 5.7% 5.2% -6.9% -7.6%
1995 -8.7% -13.3% 10.3% 0.2% -4.6%
1994 -5.5% 13.1% -13.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Tencent Holdings Ltd ORD 5.99%
AIA Group Ltd ORD 5.82%
Alibaba Group Holding Ltd DR 5.59%
Housing Development Finance Corporation Ltd ORD 4.76%
Taiwan Semiconductor Manufacturing Co Ltd DR 4.76%
Ping An Insurance Group Co of China Ltd ORD 4.67%
Samsung Electronics Co Ltd ORD 4.13%
HDFC Bank Ltd DR 3.27%
Sberbank Rossii PAO ORD 2.76%
Mercadolibre Inc ORD 1.92%
31/03/2019

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/02/1994
  • Share Class size487Mn
  • Base currencyGBP
  • ISIN GB0030881550

Purchase Info

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

Charges

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

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JPM Emerging Markets

Royal London UK Equity Income

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