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
Steven Lee
since 16/02/2017
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 USD LIBOR
Investment style
Long/Short
Investment method
Equity

Performance snapshot

Quick stats

1 Year return

5.57 %

1 Year rank in sector

58/133

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size

£ 103.8 m

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

Top in sector

Holdings snapshot

  • Industrials
    24.2%
  • Information Technology
    14.7%
  • Health Care
    14.1%
  • Financials
    5.3%
  • Consumer Discretionary
    2.7%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.29 %4.21 %5.57 %0 %0 %
Sector0.81 %2.94 %4.75 %5.88 %17.31 %
Rank within sector84 / 13951 / 14258 / 133 / /
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Calendar performance

YTD-20172016201520142013
Fund8.86 %-2.08 %0 %0 %0 %
Sector4.74 %-1.99 %2.66 %2.51 %7.13 %
Rank within sector32 / 13755 / 109 / / /
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Price movement

52 week high108.3
52 week low96.9
Current bid price0
Current offer price0
Current mid price105.83

Holdings by region

-

Holdings by sector

  • 24.2% Industrials
  • 14.7% Information Technology
  • 14.1% Health Care
  • 5.3% Financials
  • 2.7% Consumer Discretionary
  • 2.2% Materials
  • 0.8% Utilities
  • -0.1% Telecommunications Utilities
  • -0.7% Real Estate
  • -2.5% Energy

Holdings by asset type

-

Individual holdings

-