Fact sheet: JPM MulManAlt

Fund information

Fund name
JPM Multi-Manager Alternatives C Hedged Acc GBP
Fund company manager
JPMorgan Asset Mgmt (Europe) S
Fund type
SIB
Fund manager(s)
Christopher J Marshall
since 11/01/2016
Paul A Zummo
since 11/01/2016
Randy P Wachtel
since 11/01/2016
Fund objective
To provide long-term capital appreciation by investing in multiple eligible asset classes globally, employing a variety of non-traditional or alternative strategies and techniques and using financial derivative instruments where appropriate.
Benchmark
ICE 1 Month USD LIBOR
Investment style
Multi Strategy
Investment method
Mixed

Quick stats

1 Year return

2.86 %

1 Year rank in sector

93/155

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size

£ 209.8 m

FE Risk score

22

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Fund name3 years
H2O MultiStrategies97.17%
Nordea 1 Alp15MA41.09%
Pimco GIS Stk Pl38.81%
Castellain Value38.02%
H2O Moderato35.28%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.95 %0.7 %2.86 %0 %0 %
Sector0.6 %2.05 %4.31 %3.29 %9.62 %
Rank within sector67 / 151118 / 16993 / 155 / /
Quartile th2 nd3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund2.96 %0 %0 %0 %0 %
Sector4 %-0.53 %-0.64 %5.08 %1.38 %
Rank within sector95 / 157 / / / /
Quartile th3 rd th th th th

Price movement

52 week high72.36
52 week low70.06
Current bid price72.25
Current offer price72.25
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-