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JPM Global Macro Opportunities C Dis GBP Hgd

Ranked 3 out of 26 in - Multi Strategy over 36 months
All calculations are in GBP unless stated

Managed by

James Elliot

North Yorkshireman James Elliot has been a fund manager at JP Morgan Asset Management for over 10 years and runs more than £1 billion in assets for the group. Elliot, who was born in 1970, adopts an inclusive value and growth approach to stockpicking and would like to emulate the success of the investor he admires most, contrarian maestro David Dreman. He graduated in Modern History from Oxford University.

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 : 31/12/2015 - 31/12/2018
  • Rank 3/26 Total Return
  • Rank 23/26 Standard Deviation
  • Rank 20/26 Max Drawdown
Fund Name Currency Return
1 Veritas Global Real Return GBP B GBP

32.1%

2 Sanlam FOUR Multi-Strategy Founder GBP GBP

12.7%

3 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

10.0%

4 JPM Global Macro Opportunities A Net Acc GBP

8.6%

5 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.5%

Fund Name Currency Risk
21 MLIS AQR Global Relative Value UCITS GBP A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

5.7

22 JPM Global Macro Opportunities A Net Acc GBP

7.2

23 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

7.4

24 Artemis Strategic Assets R Acc GBP

8.9

25 Veritas Global Real Return GBP B GBP

9.7

Fund Name Currency Loss
18 Veritas Global Real Return GBP B GBP

-9.9%

19 Aviva Investors Multi-Strategy Target Income 1 GBP

-10.0%

20 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.2%

21 JPM Global Macro Opportunities A Net Acc GBP

-10.4%

22 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-11.3%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
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 size180Mn
  • 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).