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JPMorgan SAR Global Emerging Markets Fund - A

Ranked 215 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.

Objective

To provide investors with long term capital growth in HK dollar terms through a portfolio consisting primarily of securities of companies based or operating principally in or derive the predominant part of their income from global emerging markets.

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 13.9% 5.4% 10.0%
2016 8.8% 4.0% -0.4% 10.0% -4.5%
2015 -15.4% 2.0% -0.4% -16.6% -0.1%
2014 -0.6% -0.8% 7.0% -3.5% -3.0%
2013 -4.4% -1.2% -10.1% 7.0% 0.6%
2012 17.3% 15.0% -9.0% 4.6% 7.2%
2011 -16.0% 1.6% -0.3% -21.5% 5.7%
2010 24.2% 2.9% -5.4% 19.4% 6.8%
2009 9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date01/09/2009
  • Share Class size243Mn
  • Base currencyHKD
  • ISIN HK0000054749

Purchase Info

  • Min. initial investment16,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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