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JPM Global Macro Opportunities A Net Acc

Ranked 31 out of 40 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Managed by

Shrenick Shah

Objective

The Investment Adviser uses a flexible asset allocation approach, using a broad range of asset classes, instruments and techniques. Allocations may vary significantly and exposure to certain asset classes, markets, sectors or currencies may be concentrated from time to time, in response to market conditions and opportunities. The Investment Adviser will invest, directly or through the use of Financial Derivative Instruments (derivatives), in global Equity securities, Bonds, Commodity Index Instruments, currencies, Convertible Securities, collective investment schemes and cash and cash equivalents. Issuers of securities may be located in any country, including Emerging Markets.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 31/03/2018 - 31/03/2019
  • Rank 31/40 Total Return
  • Rank 12/40 Standard Deviation
  • Rank 25/40 Max Drawdown
Fund Name Currency Return
29 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.8%

30 MS INVF Global Multi-Asset Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.9%

31 JPM Global Macro Opportunities A Net Acc GBP

-3.4%

32 Quoniam Funds Selion Altern Risk Premia GBP HG IA

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.2%

33 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.6%

Fund Name Currency Risk
10 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

4.1

11 SLI Glo SICAV Glbl Abs Rtn Strategies A Acc GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

4.1

12 JPM Global Macro Opportunities A Net Acc GBP

4.3

13 Uni-Global Alternative Risk Premia RAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.5

14 MS INVF Global Multi-Asset Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6

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

31/12/2018

Top 10 Holdings

Stock Size
Japan 0.000% 11-Mar-2019 4.95%
France 0.000% 06-Mar-2019 4.83%
France 0.000% 20-Feb-2019 4.63%
US Treasury 0.000% 21-Mar-2019 4.62%
US Treasury 0.000% 28-Mar-2019 4.61%
Japan 0.000% 18-Mar-2019 4.13%
Japan 0.000% 21-Jan-2019 3.83%
US Treasury 0.000% 14-Mar-2019 3.62%
France 0.000% 13-Mar-2019 3.55%
Japan 0.000% 25-Feb-2019 3.41%
31/12/2018

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%

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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).