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JPMorgan Emerging Markets Equity Fund;L

Ranked 134 out of 847 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Leon Eidelman

Colombian Leon Eidelman has been with JP Morgan Asset Management since 2002. Based in London, he is responsible for the emerging markets portfolios equities on all structured strategies. He manages the JPM Emerging Markets Opportunities fund and more recently took over the Emerging Markets Small cap fund. The best environment for his investment strategy is micro-driven and not macro-driven markets, giving a focus on bottom-up stock selection. His main investment style is growth and he tends to rotate his portfolio as he identifies market cycles. Leon is an economics graduate from Cornell University.

Austin Forey

Austin Forey joined JP Morgan Asset Management as a portfolio manager for global emerging markets in 1994. His current responsibilities include management of the JPM Emerging Markets fund for which he adopts a bottom-up stock selection style. Forey initially joined the group as a research analyst focusing on engineering in 1988. He subsequently branched out to cover all financial sectors before being named deputy head of UK research. He also co-managed a mid-cap investment trust and two specialist unit trusts. Prior to joining the group Forey enjoyed an impressive academic career, earning a Bachelor’s degree and Ph.D in Modern Languages from Cambridge University.

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.

Objective

The Fund seeks to provide a high total return from a portfolio of equity securities of companies in emerging growth markets. The Fund is designed for long-term investors who want exposure to the rapidly growing emerging markets.

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

Performance

Global Emerging Markets over : 30/04/2016 - 30/04/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 12.3%
2016 13.4% 6.2% 3.7% 9.6% -6.1%
2015 -15.9% 1.8% -2.7% -15.4% 0.3%
2014 0.4% 2.3% 6.0% -4.8% -2.7%
2013 -5.2% -1.2% -7.2% 2.2% 1.1%
2012 19.0% 13.2% -7.2% 5.8% 7.1%
2011 -17.0% -0.7% 0.3% -21.6% 6.3%
2010 18.3% 4.2% -9.7% 19.3% 5.4%
2009 67.2% -2.3% 32.5% 19.5% 8.1%
2008 -49.5% -10.6% -1.8% -22.4% -25.8%
2007 37.0% 2.8% 13.1% 11.9% 5.3%
2006 34.9% 12.2% -4.9% 7.4% 17.6%
2005 28.3% 1.0% 3.0% 16.9% 5.5%
2004 37.3% 13.6% -6.4% 9.6% 17.8%
2003 50.9% -7.6% 24.1% 13.8% 15.7%
2002 -8.8% 11.1% -8.3% -17.2% 8.1%
2001 -4.1% -4.6% 5.2% -22.1% 22.8%
2000 -30.2% -2.3% -6.3% -11.8% -13.6%
1999 59.4% 6.5% 23.7% -3.9% 25.9%
1998 -30.3% 3.1% -23.6% -23.3% 15.2%
1997 -7.7% 10.8% 8.3% -3.9% -19.9%
1996 8.8% 8.5% 4.3% -3.1% -0.7%
1995 -4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date15/11/1993
  • Share Class size511Mn
  • Base currencyUSD
  • ISIN US4812A06313

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.90%

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