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JPM Emerging Markets Dividend A Acc EUR

Ranked 10 out of 32 in - Global Emerging Markets over 3 months
All calculations are in GBP unless stated

Managed by

Amit Mehta

Amit Mehta, executive director, is a portfolio manager responsible for global emerging markets portfolios at JP Morgan Asset Management based in London. He joined the firm in 2011 and prior to this Amit worked at Prusik Investment Management. He graduated from Kings College London with a BSc (Hons) in Mathematics and is a CFA charterholder.

Omar Negyal

Jeffrey Roskell

Objective

To provide income by investing primarily in dividend-yielding equity securities of emerging market companies, whilst participating in long term capital growth.

Showing fund performance in Jersey View performance globally

Performance

Global Emerging Markets over : 31/12/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8%
2017 16.2% 7.8% 0.6% 1.0% 6.1%
2016 38.3% 12.9% 9.4% 10.8% 1.1%
2015 -17.7% 3.5% -6.5% -14.0% -1.0%
2014 5.5% 0.1% 4.7% 0.6% 0.0%
2013 -2.8% 9.1% -6.7% -1.8% -2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date11/12/2012
  • Share Class size15Mn
  • Base currencyUSD
  • ISIN LU0862449690

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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Asset management firm hands Citywire + rated manager back-up role on several funds as sector veteran moves to Asia.

LatAm manager’s sabbatical sees JPM bolster EM mixed-asset fund

Asset management firm refreshes line-up on total return-focused strategy as one of existing quartet steps down, Citywire Global can reveal.

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