JPM Emerging Markets Fund B - Net Accumulation

Name
JPM Emerging Markets Fund B - Net Accumulation
Manager
JPMorgan Funds Limited
Type
Open Ended Investment Company
ISIN
GB00B1YX4S73
Sector
Global Emerging Markets
Launched
03/12/2008
OCF
1.09 %
Risk Rating
5
3 Year Sharpe
1.13
3 Year Alpha
3.19
Yield
0.6 %
Benchmark
MSCI EM NR USD
The fund seeks to provide long term capital growth by investing primarily in Equity and Equity-Linked Securities of Emerging Markets companies.
Holding %
AIA Group Ltd 5.92 %
Tencent Holdings Ltd 5.53 %
Alibaba Group Holding Ltd ADR 5.05 %
Housing Development Finance Corp Ltd 5.00 %
Ping An Insurance (Group) Co. of China Ltd Class H 4.71 %
Taiwan Semiconductor Manufacturing Co Ltd ADR 4.51 %
Samsung Electronics Co Ltd 3.99 %
HDFC Bank Ltd ADR 3.56 %
Sberbank of Russia PJSC 3.14 %
MercadoLibre Inc 2.22 %
Region %
Asia - Emerging 50.01 %
Asia - Developed 21.17 %
Latin America 14.40 %
Africa 5.20 %
Sector %
Financial Services 43.32 %
Technology 21.45 %
Consumer Cyclical 14.88 %
Consumer Defensive 11.27 %
Industrials 5.35 %
Name
JPMorgan Funds Limited
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Leon Eidelman
Joined 02/15/2013

Leon Eidelman is a portfolio manager within the Emerging Markets and Asia Pacific (EMAP) Equities team based in New York. An employee since 2002, Leon is a member of the group of Global Emerging Market portfolio managers responsible for the fundamental, bottom-up portfolios, including the GEM Discovery and GEM Focused strategies. He is lead manager of the GEM Discovery strategy and is a portfolio manager on the GEM Focused Strategy. Leon holds a B.A. in economics with a concentration in finance from Cornell University and is a CFA charter holder.

Austin Forey
Joined 07/01/1997

Austin Forey is a Portfolio Manager for JPMorgan Asset Management, based in London, England. He is responsible for global emerging markets, a role he has fulfilled since 1994. Austin has investment experience since 1988. Prior to his current role at JPMorgan, Austin worked as Deputy Head of UK research in the UK market. He has also worked as a Research Analyst covering engineering and finance where his responsibilities included co-managing a mid-cap investment trust and two specialist unit trusts. Austin earned a BA and a PhD in Modern Languages from Cambridge University.

Data provided by Morningstar.

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