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JPM Emerging Markets Diversified Equity C Acc EUR

Ranked 120 out of 832 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Anuj Arora

Anuj Arora is a managing director and portfolio manager within the Emerging Markets and Asia Pacific Equities team at JP Morgan Asset Management based in London. He joined the firm in 2006 and is responsible for managing the GEM Diversified strategy, as well as overseeing all aspects of research related to quantitative strategies within the Emerging Markets and Asia Pacific Equities team, including asset allocation and risk management. Prior to joining the firm, Anuj was a quantitative analyst for Mesirow Financial and an analyst at Birkelbach Investment Securities. He graduated from the Illinois Institute of Technology with an MSc in Finance.

George Iwanicki

George Iwanicki is a managing director, portfolio manager and global macro strategist with in the Emerging Markets and Asia Pacific Equities team at JP Morgan based in New York. He joined the firm in 1992 and prior to this, he spent five years as an economist at Kidder, Peabody & Co Inc. George graduated from the State University of New York and from Columbia University with a BA in Mathematics and an ABD in Economics specialising in Macroeconomics, Econometrics and International Trade and Finance.

Joyce Weng

Objective

To provide long-term capital growth by investing primarily in emerging market companies. At least 67% of the Sub-Fund’s assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, an emerging market country.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Emerging Markets over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 13.3% 6.0% 10.4%
2016 11.5% 4.6% -0.7% 11.3% -3.6%
2015 -14.1% 2.0% 0.2% -16.2% 0.3%
2014 -4.2% -4.5%
2013 -2.0% 0.3% -10.0% 6.7% 1.9%
2012 17.6% 15.6% -10.2% 4.3% 8.7%
2011 -18.5% 2.9% -0.6% -24.5% 5.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Estonia
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Jersey
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date10/12/2010
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN LU0535954134

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0

Related News

AA-rated manager steps back from JPM EM fund

Firm announces change in roles across two developing world funds.

JPM to liquidate EM diversified equity fund

Asset management firm opts to close strategy on two-year anniversary after failing to gain enough interest.

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