Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

JPM Emerging Markets

Ranked 11 out of 32 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Leon Eidelman

Colombian Leon Eidelman has been with JP Morgan Asset Management since 2002. Based in London, he is responsible for the emerging markets portfolios equities on all structured strategies. He manages the JPM Emerging Markets Opportunities fund and more recently took over the Emerging Markets Small cap fund. The best environment for his investment strategy is micro-driven and not macro-driven markets, giving a focus on bottom-up stock selection. His main investment style is growth and he tends to rotate his portfolio as he identifies market cycles. Leon is an economics graduate from Cornell University.

Austin Forey

Austin Forey joined JP Morgan Asset Management as a portfolio manager for global emerging markets in 1994. His current responsibilities include management of the JPM Emerging Markets fund for which he adopts a bottom-up stock selection style. Forey initially joined the group as a research analyst focusing on engineering in 1988. He subsequently branched out to cover all financial sectors before being named deputy head of UK research. He also co-managed a mid-cap investment trust and two specialist unit trusts. Prior to joining the group Forey enjoyed an impressive academic career, earning a Bachelor’s degree and Ph.D in Modern Languages from Cambridge University.

Objective

To provide long term capital growth by investing primarily in equity and equity-linked securities of emerging markets companies. Emerging Markets companies are companies that are incorporated under the laws of, and have their registered office in, an Emerging Market country, or that derive the predominant part of their economic activity from Emerging Market countries, even if listed elsewhere. Smaller companies may be held on an ancillary basis. Other instruments as permitted in the stated investment and borrowing powers of the Company including, but not limited to, fixed interest securities, cash and cash equivalents may be held on an ancillary basis, as appropriate.

Showing fund performance in Jersey View performance globally

Performance

Global Emerging Markets over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 29.0% 10.8% 4.0% 4.5% 7.1%
2016 36.2% 9.1% 10.0% 14.5% -0.8%
2015 -11.5% 7.2% -8.9% -12.9% 4.0%
2014 4.4% -0.9% 4.4% 0.2% 0.7%
2013 -6.5% 6.0% -7.1% -3.6% -1.4%
2012 12.3% 9.7% -7.1% 4.1% 5.9%
2011 -17.8% -4.2% 0.2% -19.0% 5.7%
2010 23.0% 10.2% -7.5% 11.4% 8.3%
2009 54.6% 0.7% 15.6% 23.7% 7.3%
2008 -33.5% -11.3% -2.3% -17.7% -6.7%
2007 34.1% 2.8% 9.6% 10.5% 7.8%
2006 18.6% 10.7% -10.4% 6.7% 12.1%
2005 58.6% 4.7% 13.7% 21.6% 9.6%
2004 25.2% 10.7% -7.4% 10.5% 10.5%
2003 33.8% -5.1% 16.9% 13.2% 6.5%
2002 -15.0% 13.1% -15.1% -15.3% 4.5%
2001 -4.7% -5.4% 5.5% -28.2% 33.0%
2000 -20.2% 6.0% -2.4% -10.2% -14.1%
1999 75.4% 14.3% 22.9% -9.3% 37.8%
1998 -26.0% 7.5% -18.9% -27.5% 17.1%
1997 8.1% 19.0% 14.0% -0.4% -20.0%
1996 -4.3% 5.7% 5.2% -6.9% -7.6%
1995 -8.7% -13.3% 10.3% 0.2% -4.6%
1994 -5.5% 13.1% -13.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/02/1994
  • Share Class size511Mn
  • Base currencyGBP
  • ISIN GB0030881550

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Viking spirit: how to survive the world’s worst banking crisis

After battling through the storm of Iceland’s banking crisis Birgir Stefánsson is bringing the country’s €3.2 billion LSR pension fund back onto an even keel.

JPM's Forey: EMs will not see re-run of past 'shattering' crises

The veteran investor admits India and South Africa have hurt recent returns but he remains optimistic on the outlook for EM corporates.

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