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
0.72
3 Year Alpha
3.93
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 %
Taiwan Semiconductor Manufacturing Co Ltd ADR 5.22 %
Alibaba Group Holding Ltd ADR 4.97 %
AIA Group Ltd 4.87 %
Housing Development Finance Corp Ltd 4.21 %
Samsung Electronics Co Ltd 3.75 %
Tencent Holdings Ltd 3.66 %
HDFC Bank Ltd ADR 2.93 %
Sberbank of Russia PJSC 2.86 %
Ping An Insurance (Group) Co. of China Ltd Class H 2.65 %
Techtronic Industries Co Ltd 1.99 %
Region %
Asia - Emerging 49.57 %
Asia - Developed 23.08 %
Latin America 12.55 %
Africa 5.11 %
Sector %
Financial Services 38.46 %
Consumer Defensive 18.17 %
Consumer Cyclical 16.28 %
Technology 13.69 %
Communication Services 6.05 %
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, managing director, 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 markets 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 Charterholder.

Austin Forey
Joined 07/01/1997

Austin Forey, managing director, is a Portfolio Manager for JPMorgan Asset Management within the Emerging Markets and Asia Pacific (EMAP) Equities team, based in London. An employee since 1988, Austin has fulfilled his role as a GEM portfolio manager since 1994. Prior to this he worked in the U.K. team, where he was deputy head of U.K. research. Before this, Austin worked as a research analyst covering engineering, and subsequently all financial sectors. Austin obtained a B.A. in Modern Languages from Cambridge University, and earned a Ph.D. in Modern Languages from Cambridge University.

Data provided by Morningstar.

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