Fact sheet: JPM Global Focus

Fund information
Fund name
JPM Global Focus T Acc NAV EUR
Fund manager company
JPMorgan Asset Mgmt (Europe) S
Fund type
Offshore Fund
Fund managers
  • Jeroen Huysingasince 24/05/2003
  • James Cooksince 29/11/2016
Fund objective
To provide superior long-term capital growth by investing primarily in an aggressively managed portfolio of large, medium and small companies, globally, that the Investment Manager believes to be attractively valued and to have significant profit growth or earnings recovery potential
Benchmark
  • MSCI World
Investment style
Growth
Investment method
Shares
Quick stats
1 Year return
33.5%
1 Year rank in sector
67/481
Sector
FO Equity - International
Yield
-
Ongoing charge (OCF)
?A fund’s ongoing charges figure (OCF) is similar to the old-style total expense ratio. It reflects the annual charge to investors in the fund, in percentage terms, but does not include extra performance-related fees (where these are levied) or the fund’s trading expenses on its underlying investments.
2.8%
Fund size
£1,630m (£1,644m last year)
FE Risk score
?FE Risk Scores measure the riskiness of instruments relative to the FTSE 100 index of shares. Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the 0-150 range. The FTSE 100 is always scored at 100. There is no upper limit.
115
Top in this sector
Fund name1 Year
Heptagon Kprnk GblAlCpEq60.9%
Dodge & Cox Gbl Stk58.2%
SKAGEN Focus49.6%
RWC Global Horizon47.5%
Dimensional Gbl Small Cos45.2%
...more in FO Equity - International

Performance snapshot

Holdings snapshot

  • North America45%
    Europe & Middle East25.4%
    UK14.7%
    Japan9.5%
    Global Emerging Markets4.3%
  • Banks13.1%
    Health Care12.8%
    Industrial Cyclicals11%
    Retail8%
    Transport7.5%
  • North American Equities45%
    International Equities25.4%
    UK Equities14.7%
    Japanese Equities9.5%
    Global Emerging Market Equities4.3%

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Fund5.6%9.2%18%33.5%49.4%77%
Sector3.5%7.2%7.6%20.6%20.7%52%
Rank within sector43 / 51343 / 50812 / 49967 / 48159 / 38775 / 289
Quartile1st1st1st1st1st2nd
Calendar performance
 YTD - 20172016201520142013
Fund5.9%10.4%8.3%16.9%17%
Sector4.9%7.9%0.7%6%21.3%
Rank within sector137 / 510135 / 47372 / 41948 / 377272 / 329
Quartile2nd2nd1st1st4th
Risk statistics
Alpha
?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.
4.88
Beta
?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.
1.35
Sharpe
?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.
0.69
Volatility
?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.
14.6
Tracking error
?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.
8.13
Information ratio
?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.
0.82
R-Squared
?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.
0.74
Price movement
52 week high162.75
52 week low117.9
Current bid price-
Current offer price-
Current mid price162.56
Region
1North America45%
2Europe & Middle East25.4%
3UK14.7%
4Japan9.5%
5Global Emerging Markets4.3%
6Money Market1.1%
Industry sector
1Banks13.1%
2Health Care12.8%
3Industrial Cyclicals11%
4Retail8%
5Transport7.5%
6Telecommunications6.8%
7Energy6.4%
8Consumer Non-Durables5.5%
9Media5.3%
Asset type
1North American Equities45%
2International Equities25.4%
3UK Equities14.7%
4Japanese Equities9.5%
5Global Emerging Market Equities4.3%
6Money Market1.1%
Individual holdings
1ALPHABET INC3.1%
2OUTOKUMPU OYJ3%
3BAYER AG2.6%
4ANHEUSER-BUSCH INBEV SA/NV2.1%
5UNITEDHEALTH GROUP INC1.9%
6ASML HOLDING NV1.8%
7INTEROIL CO INC1.7%
8PIONEER NATURAL RESOURCES CO1.7%
9ROYAL CARIBBEAN CRUISES1.7%
Management
Fund manager group
JP Morgan
Fund manager company
JPMorgan Asset Mgmt (Europe) S
Fund type
Offshore Fund
Fund objective
To provide superior long-term capital growth by investing primarily in an aggressively managed portfolio of large, medium and small companies, globally, that the Investment Manager believes to be attractively valued and to have significant profit growth or earnings recovery potential
Benchmark
  • MSCI World
Investment style
Growth
Investment method
Shares
Fund managers
NameSinceBiography
Jeroen Huysinga24/05/2003Jeroen Huysinga is a portfolio manager in the Global Equities Team. An employee since 1997, he previously spent two years at Lombard Odier (UK) Ltd., where he was a Japanese equity portfolio manager. Prior to this, he held positions with the British Steel pension fund as a UK analyst and a Japanese equity portfolio manager, after beginning his career at Lloyds Bank. Education: B.A., Economics and International Studies, University of Warwick
James Cook29/11/2016James Cook is a portfolio manager responsible for managing our Global Strategic Beta strategies and our Emerging Market and Asia ex-Japan portfolios on the Research Enhanced Index equity desk. Prior to this, James was a research analyst responsible for covering the developed Asia financial stocks. An employee since 2007, James previously worked as an assistant research analyst on the European mining desk and worked at J.P. Morgan Investment Bank (in Hong Kong) as an intern on the equity research desk, focusing on the conglomerates sector. James obtained a BSc (Hons) in Economics from University College London and is a CFA charterholder.
Compliance
Transparent for Austrian Tax, Transparent for Swiss Tax, Transparent for German Tax, Distributor Status, IA Recognised, Reporting Fund Status, UCITS IV Compliant
Domicile
No data available.
Fund for sale in
Austria, Belgium, Bahrain, Switzerland, Curacao, Czech Republic, Germany, Denmark, Spain, Estonia, Finland, France, United Kingdom, Greece, Hungary, Ireland, Iceland, Italy, Jersey, Luxembourg, Netherlands, Norway, Offshore, Peru, Poland, Portugal, Singapore, Slovakia, Sweden, Taiwan - Province Of China
JPM Global Focus A Acc EUR
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.7%
Total expense ratio (TER)1.8%
Bid price28.61
Offer price30.19
Mid price-
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJT37
JPM Global Focus A Acc NAV EUR
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.7%
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price28.75
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJT36
JPM Global Focus A Dis EUR
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.73%
Total expense ratio (TER)1.8%
Bid price36.94
Offer price38.99
Mid price-
CurrencyEUR
Price updated23/02/2017
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeJL78
JPM Global Focus A Dis NAV EUR
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.73%
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price37.13
CurrencyEUR
Price updated23/02/2017
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeJL79
JPM Global Focus A Dis NAV USD
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.8%
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price19.87
CurrencyUSD
Price updated23/02/2017
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeV139
JPM Global Focus A Dis USD
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.8%
Total expense ratio (TER)1.8%
Bid price19.77
Offer price20.86
Mid price-
CurrencyUSD
Price updated23/02/2017
TypeIncome
Institutional or retail classRetail
Domicile-
Citi codeV138
JPM Global Focus A Hedged Acc CHF
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.8%
Total expense ratio (TER)1.8%
Bid price213.79
Offer price225.6
Mid price-
CurrencyCHF
Price updated23/02/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeKVH4
JPM Global Focus A Hedged Acc EUR
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.8%
Total expense ratio (TER)1.8%
Bid price13.54
Offer price14.29
Mid price-
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeAHG4
JPM Global Focus A Hedged Acc NAV CHF
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.8%
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price214.86
CurrencyCHF
Price updated23/02/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeKVH5
JPM Global Focus A Hedged Acc NAV EUR
Initial charge5%
Annual charge1.5%
Min single investment£35,000
Min regular saving£5,000
Available in ISANo
Ongoing charge (OCF)1.8%
Total expense ratio (TER)1.8%
Bid price-
Offer price-
Mid price13.61
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeAHG3
JPM Global Focus C Acc EUR
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1%
Total expense ratio (TER)1%
Bid price23.85
Offer price23.85
Mid price-
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeJX21
JPM Global Focus C Acc NAV EUR
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1%
Total expense ratio (TER)1%
Bid price-
Offer price-
Mid price23.85
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeJX20
JPM Global Focus C Acc NAV USD
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1%
Total expense ratio (TER)1%
Bid price-
Offer price-
Mid price163.58
CurrencyUSD
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeIVE2
JPM Global Focus C Acc USD
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1%
Total expense ratio (TER)1%
Bid price163.58
Offer price163.58
Mid price-
CurrencyUSD
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeIVE3
JPM Global Focus C Dis EUR
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1%
Total expense ratio (TER)1%
Bid price158.11
Offer price158.11
Mid price-
CurrencyEUR
Price updated23/02/2017
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeFB9E
JPM Global Focus C Dis NAV EUR
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1%
Total expense ratio (TER)1%
Bid price-
Offer price-
Mid price158.11
CurrencyEUR
Price updated23/02/2017
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeFB9D
JPM Global Focus C Dis NAV USD
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1%
Total expense ratio (TER)1%
Bid price-
Offer price-
Mid price165.41
CurrencyUSD
Price updated23/02/2017
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeFB7I
JPM Global Focus C Dis USD
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)1%
Total expense ratio (TER)1%
Bid price165.41
Offer price165.41
Mid price-
CurrencyUSD
Price updated23/02/2017
TypeIncome
Institutional or retail classInstitutional
Domicile-
Citi codeFB7J
JPM Global Focus C Hedged Acc EUR
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.99%
Total expense ratio (TER)1%
Bid price30.5
Offer price30.5
Mid price-
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeEVE7
JPM Global Focus C Hedged Acc NAV EUR
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.99%
Total expense ratio (TER)1%
Bid price-
Offer price-
Mid price30.5
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeEVE8
JPM Global Focus D Acc EUR
Initial charge5%
Annual charge1.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)2.71%
Total expense ratio (TER)2.8%
Bid price34.55
Offer price36.46
Mid price-
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJL80
JPM Global Focus D Acc NAV EUR
Initial charge5%
Annual charge1.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)2.71%
Total expense ratio (TER)2.8%
Bid price-
Offer price-
Mid price34.72
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeJL81
JPM Global Focus D Hedged Acc EUR
Initial charge5%
Annual charge1.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)2.75%
Total expense ratio (TER)2.8%
Bid price12.03
Offer price12.69
Mid price-
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeAHG2
JPM Global Focus D Hedged Acc NAV EUR
Initial charge5%
Annual charge1.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)2.75%
Total expense ratio (TER)2.8%
Bid price-
Offer price-
Mid price12.09
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeAHG1
JPM Global Focus I Acc EUR
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.96%
Total expense ratio (TER)0.96%
Bid price204.71
Offer price204.71
Mid price-
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeKWK9
JPM Global Focus I Acc NAV EUR
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.96%
Total expense ratio (TER)0.96%
Bid price-
Offer price-
Mid price204.71
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeKWL0
JPM Global Focus I Acc NAV USD
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.96%
Total expense ratio (TER)0.96%
Bid price-
Offer price-
Mid price180.14
CurrencyUSD
Price updated29/09/2014
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi code03YW
JPM Global Focus I Acc USD
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.96%
Total expense ratio (TER)0.96%
Bid price180.14
Offer price180.14
Mid price-
CurrencyUSD
Price updated29/09/2014
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi code03YV
JPM Global Focus I Hedged Acc EUR
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.96%
Total expense ratio (TER)0.96%
Bid price118.36
Offer price118.36
Mid price-
CurrencyEUR
Price updated06/03/2013
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeKJB0
JPM Global Focus I Hedged Acc NAV EUR
Initial charge-
Annual charge0.8%
Min single investment£10,000,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)0.96%
Total expense ratio (TER)0.96%
Bid price-
Offer price-
Mid price118.36
CurrencyEUR
Price updated06/03/2013
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeKJB1
JPM Global Focus T Acc EUR
Initial charge3%
Annual charge1.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)2.8%
Total expense ratio (TER)2.8%
Bid price162.56
Offer price162.56
Mid price-
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeMXG4
JPM Global Focus T Acc NAV EUR
Initial charge3%
Annual charge1.5%
Min single investment£5,000
Min regular saving£1,000
Available in ISANo
Ongoing charge (OCF)2.8%
Total expense ratio (TER)2.8%
Bid price-
Offer price-
Mid price162.56
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeMXG5
JPM Global Focus X Acc CHF
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price144.55
Offer price144.55
Mid price-
CurrencyCHF
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFPFR
JPM Global Focus X Acc EUR
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price37.91
Offer price37.91
Mid price-
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeJR72
JPM Global Focus X Acc JPY
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price17814
Offer price17814
Mid price-
CurrencyJPY
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFLZN
JPM Global Focus X Acc NAV CHF
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price-
Offer price-
Mid price144.55
CurrencyCHF
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFPFS
JPM Global Focus X Acc NAV EUR
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price-
Offer price-
Mid price37.91
CurrencyEUR
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeJR73
JPM Global Focus X Acc NAV JPY
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price-
Offer price-
Mid price17814
CurrencyJPY
Price updated23/02/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFLZO
JPM Global Focus X Acc NAV USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price-
Offer price-
Mid price146.99
CurrencyUSD
Price updated26/01/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFNFE
JPM Global Focus X Acc USD
Initial charge-
Annual charge-
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)0.15%
Total expense ratio (TER)0.15%
Bid price146.99
Offer price146.99
Mid price-
CurrencyUSD
Price updated26/01/2017
TypeAccumulation
Institutional or retail classInstitutional
Domicile-
Citi codeFNFD
Data provided by

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