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JPM Global Dynamic

Ranked 55 out of 131 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

John Baker

Born in 1972 in Cork, Ireland, John Baker obtained a BA in Modern Languages and Business Studies from the University College Cork, Ireland. He joined JP Morgan in 1994 as an investment administrator and went on to become portfolio manager from 1995 to 1999. He is currently vice president and portfolio manager within the European Equity Group High Alpha Team. His investment strategy is bottom up, best of value or best of growth of the fund. He enjoys horseracing as means of relaxing when he is not working.

Sandeep Bhargava

Sandeep Bhargava is a managing director and portfolio manager responsible for disciplined strategies at JP Morgan Asset Management based in London. He joined the firm in 1997 and prior to this, he spent two years managing Asian emerging market funds with a focus on technology and pharmaceuticals at Barclays Global Investors in London. Sandeep graduated from Cambridge University with a BA in Economics and Oxford University with a DPhil in Economics.

Nicholas Horne

Nicholas Horne is a portfolio manager and head of research in the J.P. Morgan Asset Management European Equity Group. An employee since 2006, he did his investment banking internship at the M&A Group at Trenwith Securities. Before that, he did an internship in private wealth management at Smith Barney. Nick holds a BSM in finance and international relations from Tulane University, and an MSc in politics of the world economy from the London School of Economics. Nick is a CFA charterholder.

Zenah Shuhaiber

Zenah Shuhaiber, CFA is an executive director and portfolio manager in the Global Equities team at JP Morgan Asset Management based in London. She joined the firm in 2005 and prior to this, she served an internship at JP Morgan Private Bank in 2004. Zenah graduated from Oxford University with an MA in Economics and Management.

Objective

To maximise long-term capital growth by investing primarily in an aggressively managed portfolio of companies, globally. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities. Issuers of these securities may be located in any country, including emerging markets. The Sub-Fund uses an active investment process that is based on systematic investment in equity securities with specific style characteristics, such as value and momentum, that are associated with long-term outperformance caused by the impact of psychological factors on stock markets.

Showing fund performance in Portugal View performance globally

Performance

Global over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.6%
2017 7.0% 3.9% -2.9% 1.5% 4.5%
2016 6.0% -7.8% -0.1% 5.0% 9.5%
2015 7.1% 14.0% -3.1% -10.0% 7.6%
2014 16.6% 1.1% 3.9% 5.4% 5.4%
2013 19.7% 10.0% -1.6% 3.8% 6.6%
2012 11.4% 9.2% -3.1% 5.8% -0.5%
2011 -8.9% -1.2% -2.3% -15.1% 11.2%
2010 18.8% 9.0% -4.2% 3.1% 10.4%
2009 24.1% -8.4% 14.5% 10.5% 7.0%
2008 -42.9% -19.6% -1.0% -9.5% -20.8%
2007 -0.6% 0.9% 6.6% -2.9% -4.9%
2006 7.7% 5.1% -6.9% 4.7% 5.1%
2005 30.0% 4.1% 9.3% 8.2% 5.7%
2004 4.8% 6.3% -1.1% -2.9% 2.6%
2003 11.7% -7.9% 11.0% 4.5% 4.5%
2002 -24.8% 4.6% -13.8% -14.0% -3.0%
2001 -8.4% -7.7% 7.5% -18.9% 14.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Hungary
  11. Ireland
  12. Italy
  13. Jersey
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Poland
  18. Portugal
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date08/12/2000
  • Share Class size13Mn
  • Base currencyUSD
  • ISIN LU0119067378

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).