Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Wellington Em Market Themes USD D Acc UnHgd

Ranked 4 out of 220 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Daire Dunne

Daire Dunne is a Chartered Financial Analyst and is co manager of JP Morgan Asset management’s fund of fund products. He is also the lead manager of the JPM Portfolio.

Simon Charles Henry


The investment objective of the Portfolio is to seek to generate long term total returns. The Portfolio willseek to achieve its objective by investing primarily in companies domiciled in emerging markets, but also to a lesser extent, in developed and frontier (as defined by MSCI) market countries.

Showing fund performance in Switzerland View performance globally


Global Emerging Markets over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.2%
2017 38.2% 10.1% 3.6% 11.0% 9.1%
2016 5.7% -4.1% 5.1% 6.4% -1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland

Fund Info

  • Launch date08/10/2015
  • Share Class size00Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0


  • Annual management0.80%
  • Initial investment0

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