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JPMorgan Fds Diversified Risk Fund X GBP Hgd Cap

Ranked 31 out of 41 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Managed by

Wei Victor Li

Yazann Romahi

Yazann Romahi is managing director and head of global multi-asset research in the Multi-Asset Solutions team at JP Morgan Asset Management, responsible for the quantitative models that help establish the broad asset allocation reflected across the team globally. He joined the firm in 2003 and prior to this worked as a research analyst at the Centre for Financial Research at the University of Cambridge. Yazann graduated from the University of Cambridge and is a CFA charterholder.

Objective

To provide long-term capital growth by investing in multiple asset classes, globally, using a risk-weighted approach to asset allocation, using derivatives where appropriate. The majority of assets invested, either directly or through derivatives, in equities (including smaller companies), convertible securities, debt securities, currencies and cash. The Sub-Fund may also gain exposure to commodities through equities, UCITS, UCIs, ETFs or derivatives on commodity indices. Issuers can be from anywhere in the world, including emerging markets. The Sub-Fund may invest in below investment grade and unrated debt securities.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 31/12/2017 - 31/12/2018
  • Rank 31/41 Total Return
  • Rank 4/41 Standard Deviation
  • Rank 24/41 Max Drawdown
Fund Name Currency Return
29 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.3%

30 Aviva Investors Multi-Strategy Target Return 1 Acc GBP

-6.3%

31 JPMorgan Fds Diversified Risk Fund X GBP Hgd Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.4%

32 Uni-Global Alternative Risk Premia RAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.7%

33 SLI Glo SICAV Global Focused Strategies D Acc GBPH

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.9%

Fund Name Currency Risk
2 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

1.8

3 Legg Mason EnTrustPermal Alt Inc Strat R HGBP D+Q

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

4 JPMorgan Fds Diversified Risk Fund X GBP Hgd Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

3.0

5 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.2

6 Invesco Global Targeted Returns (UK) Acc GBP

3.3

Fund Name Currency Loss
22 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.7%

23 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.8%

24 JPMorgan Fds Diversified Risk Fund X GBP Hgd Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.2%

25 Standard Life Inv Glo Abs Ret Strategies Inst Acc GBP

-7.2%

26 CS (Lux) Liquid Alternative Beta UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-7.5%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -6.4% -1.3% -2.7% 0.5% -3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Jersey
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date31/10/2017
  • Share Class size148Mn
  • Base currencyGBP
  • ISIN LU1533169295
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

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