Fact sheet: JPM US Opp LS Eq

Fund information

Fund name
JPM US Opportunistic Long-Short Equity A (perf) Acc NAV USD
Fund company manager
JPMorgan Asset Mgmt (Europe) S
Fund type
SIB
Fund manager
Aryeh Glatter
since 30/10/2015
Fund objective
To achieve a total return through the active management of long and short equity positions with exposure primarily to US companies and through the use of financial derivative instruments.
Benchmark
ICE 1 Month EUR LIBOR
Investment style
Long/Short
Investment method
Equity

Performance snapshot

Quick stats

1 Year return

9.77 %

1 Year rank in sector

32/126

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size

£ 93.6 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Industrials
    21.1%
  • Information Technology
    16.9%
  • Consumer Discretionary
    15.1%
  • Health Care
    12.7%
  • Materials
    1.5%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.18 %7.12 %9.55 %0 %0 %
Sector0.64 %2.81 %4.16 %5.21 %18.67 %
Rank within sector82 / 14324 / 13932 / 126 / /
Quartile th3 rd1 st2 nd th th

Calendar performance

YTD-20172016201520142013
Fund10.28 %-2.08 %0 %0 %0 %
Sector3.62 %-1.99 %2.66 %2.51 %7.13 %
Rank within sector20 / 13756 / 114 / / /
Quartile th1 st2 nd th th th

Price movement

52 week high108.3
52 week low96.9
Current bid price0
Current offer price0
Current mid price107.21

Holdings by region

-

Holdings by sector

  • 21.1% Industrials
  • 16.9% Information Technology
  • 15.1% Consumer Discretionary
  • 12.7% Health Care
  • 1.5% Materials
  • 1.4% Financials
  • 0.7% Utilities
  • -1.2% Real Estate
  • -2.5% Energy
  • -2.8% Consumer Staples

Holdings by asset type

-

Individual holdings

-