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JPM Global Macro Opportunities A Acc EUR

Ranked 82 out of 85 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Managed by

James Elliot

North Yorkshireman James Elliot has been a fund manager at JP Morgan Asset Management for over 10 years and runs more than £1 billion in assets for the group. Elliot, who was born in 1970, adopts an inclusive value and growth approach to stockpicking and would like to emulate the success of the investor he admires most, contrarian maestro David Dreman. He graduated in Modern History from Oxford University.

Shrenick Shah

Talib Sheikh

Talib Sheikh is a portfolio manager in the Multi-Asset Solutions team at J.P Morgan Asset Management, based in London. Talib is responsible for managing total return portfolios, balanced and income portfolios and has managed balanced and tactical asset allocation overlay accounts since 2002. An employee since 1998, Talib was previously a portfolio manager in the derivatives implementation team in London. Talib earned a bachelors of science in agriculture and a masters of science in international marketing from the University of Newcastle and is a CFA charterholder.

Objective

To achieve capital appreciation in excess of its cash benchmark by investing primarily in securities, globally, using derivative strategies where appropriate. The Sub-Fund will primarily invest, either directly or through the use of financial derivative instruments, in equity securities, commodity index instruments, convertible securities, debt securities, deposits with credit institutions and money market instruments, globally. The Fund uses an investment process based on macroeconomic research to identify global investment themes and opportunities. It has a flexible approach to asset allocation and may use both long and short positions to vary exposure to different asset classes and markets in response to market conditions and opportunities.

Showing fund performance in Portugal View performance globally

Performance

Multi Strategy over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 -5.5% 0.4% 1.3% -3.6% -3.5%
2015 9.7% 9.5% -2.2% 5.5% -2.9%
2014 12.7% 0.1% 0.1% 5.0% 7.2%
2013 16.1% 7.5% 3.3% -1.0% 5.7%
2012 2.0% 4.9% -4.7% 0.9% 1.2%
2011 -6.0% 0.8% 0.1% -8.9% 2.4%
2010 9.1% 3.9% -4.2% 7.1% 2.3%
2009 13.4% -2.6% 5.3% 8.4% 2.1%
2008 -16.6% -4.5% -1.5% -6.6% -5.0%
2007 3.4% 0.2% 2.8% 0.9% -0.5%
2006 6.9% 2.0% -0.8% 2.3% 3.3%
2005 11.9% 4.2% 2.2% 3.9% 1.1%
2004 4.7% 4.7% -0.2% -1.7% 1.8%
2003 8.0% -8.5% 9.7% 1.9% 5.6%
2002 -24.8% 0.8% -12.8% -13.2% -1.4%
2001 -9.5% -6.1% 4.3% -15.1% 8.7%
2000 -4.9% 4.6% -4.8% 1.7% -6.2%
1999 26.4% 7.7% 6.5% -3.0% 13.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hungary
  11. Ireland
  12. Italy
  13. Korea
  14. Liechtenstein
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Poland
  19. Portugal
  20. Singapore
  21. Slovakia
  22. Spain
  23. Sweden
  24. Switzerland
  25. Taiwan
  26. United Kingdom

Fund Info

  • Launch date23/10/1998
  • Share Class size887Mn
  • Base currencyEUR
  • ISIN LU0095938881

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment5

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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).