JPM Global Macro Opportunities Fund A - Net Accumulation - J.P. Morgan Asset Management
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JPM GLOBAL MACRO OPPORTUNITIES FUND

Focus on the bigger picture

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

  

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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

Expertise
  • Draws on the expertise of an experienced team of macro investors and strategists.
Portfolio
  • High conviction macro views are reflected in an unconstrained, focused portfolio, through long and short positions across equity, fixed income, derivatives, currency and volatility.
Success
  • Has achieved medium-term return target of cash plus 7% (annualised, gross of fees), with volatility below 10%, through diverse market environments.*
ROLLING THREE-YEAR ANNUALISED EXCESS RETURN AND VOLATILITY % (NET OF A SHARE CLASS FEES)

Source: J.P. Morgan Asset Management, Bloomberg as of 31.03.2018. Fund performance is shown based on the NAV of the share class C(acc) in EUR with income (gross of tax) reinvested including actual ongoing charges excluding any entry and exit fees. Performance for periods greater than 12 months is annualised. Cash refers to ICE 1M EUR LIBOR. Excess returns are geometrically calculated.

Past per* 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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Performance

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Fees

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Portfolio

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Management

Fund Managers

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

Documents

Important information

For Professional Clients only – not for Retail use or distribution.

This is a promotional page and as such the views contained herein are not to be taken as an advice or 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 on this page 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 at the date of publishing. They are considered to be reliable at the time of publishing, 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 product(s) or underlying overseas investments. Both past performance and yield may not be a reliable guide to current and future performance. 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 product(s), 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. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website www.jpmorgan.com/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. Issued by JPMorgan Asset Management (UK) Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.

FE Crown rating, Rayner Spencer Mills rating and The Adviser Centre rating as at 01 May 2018.

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

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