JPM Global Macro Opportunities C Net Acc

Name
JPM Global Macro Opportunities Fund C - Net Accumulation
Manager
JP Morgan Asset Management (UK) Ltd
Type
Open Ended Investment Company
ISIN
GB00B4WKYF80
Sector
LC00000739
Launched
15/02/2013
OCF
0.6 %
3 Year Sharpe
0.44
Yield
0 %
Benchmark
ICE LIBOR 1 Month GBP
The fund aims to provide positive investment returns over a rolling 3 year period in all market conditions by investing in securities globally, using financial derivative instruments where appropriate. A positive return is not guaranteed over this or any time period and a capital loss may occur. The Investment Adviser uses an investment process based on macroeconomic research to identify global investment themes and opportunities. The Investment Adviser uses a flexible asset allocation approach, using a broad range of asset classes, instruments and techniques. Allocations may vary significantly and exposure to certain asset classes, markets, sectors or currencies may be concentrated from time to time, in response to market conditions and opportunities.
Holding%
Japan Bill Zero Cpn 05/Apr/2018 Jpy 500004.90 %
Japan Bill Zero Cpn 19/Feb/2018 Jpy 500004.24 %
Mitsubishi Electric Corp3.99 %
Japan Bill Zero Cpn 05/Feb/2018 Jpy 500003.95 %
SUMCO Corp3.25 %
Applied Materials Inc3.04 %
US Treasury Bill3.04 %
Prudential PLC2.99 %
DXC Technology Co2.90 %
Sberbank of Russia PJSC ADR2.73 %
Region%
United States27.92 %
Japan17.62 %
Asia - Emerging15.64 %
Asia - Developed14.44 %
United Kingdom9.65 %
Eurozone5.48 %
Sector%
Technology41.30 %
Financial Services29.37 %
Basic materials13.26 %
Industrials5.90 %
Name
JP Morgan Asset Management (UK) Ltd
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Shrenick Shah

Joined 02/15/2013

Shrenick Shah, executive director, is a portfolio manager in the Multi-Asset Solutions team, based in London, with responsibility for managing total return portfolios. An employee since September 2010, Shrenick previously worked in the equity divisions at Deutsche Bank and Credit Suisse. Shrenick obtained a M.Sc. in Econometrics and Mathematical Economics from the London School of Economics.
James Elliot

Joined 02/15/2013

James Elliot, managing director, is the Chief Investment Officer and CIO of the International business of the Multi-Asset Solutions team, based in London. James is responsible for investment oversight of all mandates managed by the Multi-Asset Solutions team in London and Hong Kong, in addition to contributing to the team and views on broad macroeconomic themes that are reflected across all portfolios managed globally by the Multi-Asset Solutions team. James is also responsible for managing total return portfolios. James joined J.P. Morgan in 1995. Prior to his current role, James was CIO for the JPMAM Japanese Equity Portfolio Group based in Tokyo and, previously, was co-head of the JPMAM European Equity Group based in London. James left J.P. Morgan for a period of time and worked at RAB Capital plc, where he served as the Director of Europe Equities and manager of the RAB Europe Long/Short Fund. He obtained a B.A. in Modern History from the University of Oxford and is a CFA charterholder.

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