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

JPM Global Macro Opportunities A Acc EUR

Ranked 1 out of 104 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Managed by

James Elliot

North Yorkshireman James Elliot has been a fund manager at JP Morgan Asset Management for over 10 years and runs more than £1 billion in assets for the group. Elliot, who was born in 1970, adopts an inclusive value and growth approach to stockpicking and would like to emulate the success of the investor he admires most, contrarian maestro David Dreman. He graduated in Modern History from Oxford University.

Shrenick Shah

Objective

To achieve capital appreciation in excess of its cash benchmark by investing primarily in securities, globally, using derivative strategies where appropriate. The Sub-Fund will primarily invest, either directly or through the use of financial derivative instruments, in equity securities, commodity index instruments, convertible securities, debt securities, deposits with credit institutions and money market instruments, globally. The Fund uses an investment process based on macroeconomic research to identify global investment themes and opportunities. It has a flexible approach to asset allocation and may use both long and short positions to vary exposure to different asset classes and markets in response to market conditions and opportunities.

Showing fund performance in Peru View performance globally

Performance

Multi Strategy over : 31/03/2017 - 31/03/2018
  • Rank 1/104 Total Return
  • Rank 96/104 Standard Deviation
  • Rank 58/104 Max Drawdown
Fund Name Currency Risk
94 Veritas Global Real Return EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

8.0

95 SPS Active Value Selection EUR

8.1

96 JPM Global Macro Opportunities A Acc EUR EUR

8.2

97 LO Funds - Alternative Risk Premia SH (EUR) NA

Currency exposure is hedged

Currency exposure is hedged

EUR

9.4

98 Okavango Delta A, FI EUR

10.3

Fund Name Currency Loss
56 Invesco Global Targeted Returns A Acc EUR EUR

-3.4%

57 CS (Lux) Target Volatility Fund EUR B EUR

-3.4%

58 JPM Global Macro Opportunities A Acc EUR EUR

-3.4%

59 Allianz Dynamic Risk Parity - W2 - EUR EUR

-3.5%

60 Goldman Sachs Abs Return Tracker Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.6%
2017 14.4% -1.6% 4.1% 7.8% 3.6%
2016 -5.5% 0.4% 1.3% -3.6% -3.5%
2015 9.7% 9.5% -2.2% 5.5% -2.9%
2014 12.7% 0.1% 0.1% 5.0% 7.2%
2013 16.1% 7.5% 3.3% -1.0% 5.7%
2012 2.0% 4.9% -4.7% 0.9% 1.2%
2011 -6.0% 0.8% 0.1% -8.9% 2.4%
2010 9.1% 3.9% -4.2% 7.1% 2.3%
2009 13.4% -2.6% 5.3% 8.4% 2.1%
2008 -16.6% -4.5% -1.5% -6.6% -5.0%
2007 3.4% 0.2% 2.8% 0.9% -0.5%
2006 6.9% 2.0% -0.8% 2.3% 3.3%
2005 11.9% 4.2% 2.2% 3.9% 1.1%
2004 4.7% 4.7% -0.2% -1.7% 1.8%
2003 8.0% -8.5% 9.7% 1.9% 5.6%
2002 -24.8% 0.8% -12.8% -13.2% -1.4%
2001 -9.5% -6.1% 4.3% -15.1% 8.7%
2000 -4.9% 4.6% -4.8% 1.7% -6.2%
1999 26.4% 7.7% 6.5% -3.0% 13.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Curacao
  5. Czech Republic
  6. Denmark
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Hungary
  12. Iceland
  13. Ireland
  14. Italy
  15. Korea
  16. Liechtenstein
  17. Luxembourg
  18. Netherlands
  19. Norway
  20. Poland
  21. Portugal
  22. Singapore
  23. Slovakia
  24. Spain
  25. Sweden
  26. Switzerland
  27. Taiwan
  28. United Kingdom

Fund Info

  • Launch date23/10/1998
  • Share Class size1,007Mn
  • Base currencyUSD
  • ISIN LU0095938881

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment1.25

Related News

Selectors’ storm riders: managers backed to beat volatility

Citywire Selector reveals the funds and strategies which top investors adopt when markets move onto an unsteady footing.

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