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


Leveraging global macro themes to generate positive performance.

This research-driven macro thematic portfolio aims to capitalise on the return opportunities created by global macroeconomic trends with an acute focus on risk.


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.

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Key Points

  • Draws on the expertise of an experienced team of macro strategists and investors.
  • High conviction macro views are reflected in an unconstrained, dynamic portfolio that invests across equity, fixed income, derivatives, currency and volatility, with the ability to go long and short.
  • Targets a return of 7% above cash (gross of fees) and an expected volatility below 10% (annualised over the medium term)*.
Global macro themes

Source: J.P. J.P. Morgan Asset Management. The above themes are subject to change and are not to be taken or construed as investment advice. * The targets and aims provided above are the Investment Manager’s targets and aims only and are not necessarily part of the Fund’s investment objectives and policies as stated in the prospectus. There is no guarantee that these will be achieved.

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Fund Managers




Morningstar Analyst rating, FE Crown rating, Rayner Spencer Mills rating, Square Mile Research rating and The Adviser Centre rating as at 01 May 2017.

FE Crown Fund Ratings and FE Invest Approved © 2017 FE. All rights reserved.

Morningstar RatingsTM: © 2017 Morningstar. All rights reserved.

Dynamic Planner: © Distribution Technology Ltd 2013 onwards. All rights reserved. Distribution Technologies (DT), the provider of Dynamic Planner, is independent of J.P. Morgan Asset Management’s published risk profiles.

The methodology and calculations used by the companies or organisations that provide the fund or fund manager awards and ratings are not verified by J.P. Morgan Asset Management and therefore we are unable to accept responsibility for their accuracy.  Ratings and awards should not be relied upon for making an investment decision.  Past performance is no guarantee of future results. The value of investments and the income from them may fall as well as rise and investors may not get back the full amount invested. Investment is subject to documentation (Prospectus, Key Investor Information Document (KIID) and Key Features and Terms and Conditions). Issued by JPMorgan Asset Management Marketing 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.
FX Adjusted returns have been calculated by J.P. Morgan Asset Management. Blended benchmarks have been calculated by J.P. Morgan Asset Management. Sector Average-Copyright © 2017 Morningstar, Inc. All Rights Reserved.
All performance returns are calculated using the quoted price of shares with gross income reinvested. Quoted price can swing between the NAV, Bid price and Offer price depending on the cash flow movements of the fund.