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JPM Emerging Markets Income A Acc

Ranked 738 out of 839 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Amit Mehta

Amit Mehta, executive director, is a portfolio manager responsible for global emerging markets portfolios at JP Morgan Asset Management based in London. He joined the firm in 2011 and prior to this Amit worked at Prusik Investment Management. He graduated from Kings College London with a BSc (Hons) in Mathematics and is a CFA charterholder.

Omar Negyal

Jeffrey Roskell

Objective

To provide a portfolio designed to achieve income by investing primarily in equity and equity-linked securities of emerging markets companies in any economic sector whilst participating in long-term capital growth. The Fund may also have exposure to emerging market fixed and floating rate debt securities, which includes investment grade, non-investment grade and unrated bonds, by investing directly or indirectly through collective investment schemes.

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

Performance

Global Emerging Markets over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 9.2% 4.4%
2016 17.7% 10.0% 1.3% 9.1% -3.2%
2015 -21.9% -1.5% -1.1% -17.4% -3.0%
2014 -0.2% 0.2% 8.3% -4.6% -3.6%
2013 -1.5% -0.1% -6.0% 5.3% -0.4%
2012 7.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2017

Top 10 Holdings

Stock Size
Cash and Cash Equivalents 7.58
Taiwan Semiconductor Manufacturing Co Ltd DR 5.10
Kimberly-Clark de Mexico SAB de CV ORD 2.90
Banco Santander-Chile DR 2.90
China Mobile Ltd ORD 2.88
Moskovskaya Birzha MMVB-RTS PAO ORD 2.87
Ambev SA ORD 2.79
President Chain Store Corp ORD 2.52
China Resources Power Holdings Co Ltd ORD 2.39
ITC Ltd ORD 2.34
31/03/2017

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date24/07/2012
  • Share Class size09Mn
  • Base currencyGBP
  • ISIN GB00B56DF680

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment3

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