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JPM Emerging Markets Equity A Dis USD

Ranked 93 out of 220 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Leon Eidelman

Colombian Leon Eidelman has been with JP Morgan Asset Management since 2002. Based in London, he is responsible for the emerging markets portfolios equities on all structured strategies. He manages the JPM Emerging Markets Opportunities fund and more recently took over the Emerging Markets Small cap fund. The best environment for his investment strategy is micro-driven and not macro-driven markets, giving a focus on bottom-up stock selection. His main investment style is growth and he tends to rotate his portfolio as he identifies market cycles. Leon is an economics graduate from Cornell University.

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 emerging market companies. At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, an emerging market country. Debt securities, cash and cash equivalents may be held on an ancillary basis.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5%
2017 36.0% 10.4% 3.8% 9.4% 8.5%
2016 15.3% 1.7% 4.9% 9.6% -1.4%
2015 -15.7% -0.6% -6.4% -12.3% 3.3%
2014 10.2% -0.5% 6.8% 2.3% 1.3%
2013 -7.9% 2.6% -7.9% -1.6% -0.9%
2012 14.9% 9.9% -4.2% 5.6% 3.4%
2011 -18.7% -2.2% -8.6% -16.4% 8.8%
2010 6.3% 5.0% -6.1% 7.8% 0.0%
2009 65.1% 5.1% 28.2% 13.7% 7.9%
2008 -55.6% -23.6% 0.9% -18.5% -29.3%
2007 26.9% 2.6% 12.9% 7.1% 2.3%
2006 24.9% 10.3% -10.4% 10.4% 14.5%
2005 62.4% 7.0% 16.0% 20.1% 9.0%
2004 22.1% 16.4% -9.2% 8.6% 6.4%
2003 33.2% -10.0% 23.8% 12.1% 6.7%
2002 -21.3% 12.0% -18.7% -15.1% 1.8%
2001 -5.6% -4.7% 8.3% -32.8% 36.2%
2000 -27.1% 7.9% -9.8% -8.0% -18.7%
1999 101.6% 19.7% 26.3% -6.5% 42.6%
1998 -29.4% 13.5% -20.0% -31.8% 14.1%
1997 8.6% 19.1% 15.9% -3.6% -18.5%
1996 25.6% 10.9% 8.9% -4.0% 8.4%
1995 -20.4% -23.5% 11.3% -0.5% -6.1%
1994 7.5% -12.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Hong Kong
  12. Ireland
  13. Italy
  14. Jersey
  15. Liechtenstein
  16. Luxembourg
  17. Macau
  18. Netherlands
  19. Norway
  20. Singapore
  21. Spain
  22. Sweden
  23. Switzerland
  24. Taiwan
  25. United Kingdom

Fund Info

  • Launch date13/04/1994
  • Share Class size724Mn
  • Base currencyUSD
  • ISIN LU0053685615

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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