JPM Emerging Markets Income A Acc
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.
Objective
To provide a portfolio designed to achieve income by investing primarily in equity and equity-linked securities of emerging markets companies in any economic sector whilst participating in long-term capital growth. The Fund may also have exposure to emerging market fixed and floating rate debt securities, which includes investment grade, non-investment grade and unrated bonds, by investing directly or indirectly through collective investment schemes.
Performance
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Rank 24/33 Total Return
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Rank 32/33 Standard Deviation
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Rank 32/33 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 22 | Invesco Emerging Markets Equity A AD USD | GBP | 3.4% |
| 23 | Polar Capital Emerging Mrkts Grwth R USD | GBP | 3.3% |
| 24 | JPM Emerging Markets Income A Acc | GBP | 3.1% |
| 24 | T Rowe Emerging Markets Value Equity A USD | GBP | 3.1% |
| 26 | JPM Emerging Markets Diversified Equity C Acc EUR | GBP | 3.1% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 29 | JPM Emerging Markets Dividend A Acc EUR | GBP | 10.5 |
| 30 | Fidelity Funds - Emerging Mrkts Focus A-USD | GBP | 10.7 |
| 31 | Henderson Gartmore Emerging Markets I EUR Acc | GBP | 11.2 |
| 32 | JPM Emerging Markets Income A Acc | GBP | 12.1 |
| 33 | Baillie Gifford Worldwide EM Horizon C JPY Acc | GBP | 13.8 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 29 | JPM Emerging Markets Dividend A Acc EUR | GBP | -2.7% |
| 30 | Neptune Emerging Markets C Acc GBP | GBP | -2.7% |
| 31 | Henderson Gartmore Emerging Markets I EUR Acc | GBP | -2.8% |
| 32 | JPM Emerging Markets Income A Acc | GBP | -2.9% |
| 33 | HSBC GIF BRIC Markets Equity EC USD | GBP | -3.9% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 7.9% | ||||
| 2016 | 40.4% | 12.8% | 9.0% | 12.3% | 1.8% |
| 2015 | -17.4% | 3.5% | -6.7% | -14.2% | -0.3% |
| 2014 | 6.0% | -0.5% | 5.6% | 0.6% | 0.3% |
| 2013 | -3.3% | 6.9% | -5.9% | -1.4% | -2.6% |
| 2012 | 6.8% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Cash and Cash Equivalents | 5.81 |
| Taiwan Semiconductor Manufacturing Co Ltd DR | 4.95 |
| Moskovskaya Birzha MMVB-RTS PAO ORD | 3.09 |
| China Mobile Ltd ORD | 3.08 |
| Ambev SA ORD | 2.62 |
| Kimberly-Clark de Mexico SAB de CV ORD | 2.62 |
| Banco Santander-Chile DR | 2.56 |
| Delta Electronics Inc ORD | 2.46 |
| China Resources Power Holdings Co Ltd ORD | 2.45 |
| BB Seguridade Participacoes SA ORD | 2.33 |
Registered For Sale In
- Jersey
- United Kingdom
Fund Info
- Launch date24/07/2012
- Share Class size09Mn
- Base currencyGBP
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ISIN GB00B56DF680
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment100
Charges
- Annual management1.50%
- Initial investment3