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JPMorgan Emerging Economies Fund;A

Ranked 135 out of 836 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

The Fund seeks long-term capital growth. The Fund seeks to invest at least 80% of the value of its Assets in equity securities of emerging markets companies and other investments that are tied economically to emerging markets.

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

Performance

Global Emerging Markets over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 12.4% 5.5% 10.0%
2016 9.2% 4.5% -1.0% 9.9% -3.9%
2015 -15.0% 2.4% 0.7% -16.6% -1.1%
2014 -6.1% -2.7% 6.6% -4.8% -4.9%
2013 -3.8% -0.7% -9.9% 6.1% 1.4%
2012 19.2% 16.5% -9.5% 3.8% 9.0%
2011 -18.8% 3.2% -0.9% -25.6% 6.6%
2010 26.7% 3.8% -8.5% 22.5% 8.9%
2009 77.7% -3.8% 33.7% 22.5% 12.7%
2008 3.4% -30.3% -30.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date28/02/2008
  • Share Class size164Mn
  • Base currencyUSD
  • ISIN US4812A45592

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.79%
  • Initial investment5.25

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