JPM Global Macro Opportunities Fund A - Net Accumulation - J.P. Morgan Asset Management


Focus on the bigger picture

Seek to capitalise on the major global themes driving asset class returns



With effect from 01 February 2016, the fund was renamed from JPM Multi-Asset Macro Fund to the JPM Global Macro Opportunities Fund. In addition, the investment objective was updated to further clarify the investment strategy, details of which can be found in the general prospectus. These changes do not alter the way in which the fund is currently being managed or the risk profile of the fund.

Monthly shareclass factsheet   Monthly commentary   Quarterly fund story  

Key Points

  • Draws on the expertise of an experienced team of macro investors and strategists.
  • High conviction macro views are reflected in an unconstrained, focused portfolio, through long and short positions across equity, fixed income, derivatives, currency and volatility.
  • Has achieved medium-term return target of cash plus 7% (annualised, gross of fees), with volatility below 10%, through diverse market environments.*

Source: J.P. Morgan Asset Management, Bloomberg, as at 30 September 2018. Fund performance is shown based on the NAV of the share class A (acc) in GBP with income reinvested including actual ongoing charges excluding any entry and exit fees. Past performance is not an indication of current and future performance. In November 2012 the internal investment process and team changed with no impact on Fund investment policy and objective. Cash refers to ICE 1M GBP LIBOR.

* The above target risk/return are the investment manager’s internal guidelines to achieve the Fund’s investment objective and policy as stated in the prospectus. There is no guarantee that these objectives will be met.

Past performance is not a reliable indicator of current and future results.

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Fund Managers

For more information about this fund, please refer to the product information below.


Important information

For Professional Clients only – not for Retail use or distribution

This is a marketing communication and as such the views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you.

It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met.

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy

Investment is subject to documentation which is comprised of the Prospectus, Key Investor Information Document (KIID) and either the Supplementary Information Document (SID) or Key Features/Terms and Condition, copies of which can be obtained free of charge from JPMorgan Asset Management (UK) Limited. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

FE Crown rating, Rayner Spencer Mills rating and The Adviser Centre rating as at 01 January 2019.

FE Crown Fund Ratings and FE Invest Approved © 2018 FE. All rights reserved.

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