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JPM Global Macro Opportunities C Dis GBP Hgd

Ranked 29 out of 40 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Managed by

Shrenick Shah

Objective

To achieve capital appreciation in excess of its cash benchmark by investing primarily in securities, globally, using derivatives where appropriate. Primarily invests, either directly or through derivatives, in equities, commodity index instruments, convertible securities, debt securities, currencies and cash and cash equivalents. Issuers of these 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 29/40 Total Return
  • Rank 16/40 Standard Deviation
  • Rank 24/40 Max Drawdown
Fund Name Currency Return
27 Putnam Multi Asset Absolute Return S Acc GBP GBP

-2.7%

28 Invesco Global Targeted Returns (UK) Acc GBP

-2.7%

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%

Fund Name Currency Risk
14 MS INVF Global Multi-Asset Opps ZH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.6

15 Neuberger Berman Uncorrelated Strategies HGBP I5Ac

Currency exposure is hedged

Currency exposure is hedged

GBP

4.7

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

Currency exposure is hedged

Currency exposure is hedged

GBP

4.7

16 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

4.7

18 CS (Lux) Liquid Alternative Beta UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9

Fund Name Currency Loss
22 Cassiopeia UCITS D GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.4%

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%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.6%
2018 -1.4% 2.1% -2.5% -2.8% 2.0%
2017 16.0% -1.2% 4.6% 8.0% 3.9%
2016 -3.8% 0.8% 1.9% -3.3% -3.2%
2015 -2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. France
  4. Jersey
  5. Luxembourg
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date07/08/2015
  • Share Class size200Mn
  • Base currencyUSD
  • ISIN LU1251111065
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • 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).