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 11/32 Total Return
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Rank 9/32 Standard Deviation
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Rank 5/32 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 9 | Fidelity Funds - Inst Emer Markets Eq I-ACC-USD | GBP | -1.7% |
| 10 | JPM Emerging Markets Dividend A Acc EUR | GBP | -1.8% |
| 11 | JPM Emerging Markets Income A Acc | GBP | -1.9% |
| 12 | Fidelity Funds - Emerging Markets A-USD | GBP | -2.0% |
| 13 | T Rowe Emerging Markets Equity I USD | GBP | -2.0% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 7 | Janus Henderson Emerging Markets I EUR Acc | GBP | 8.7 |
| 8 | Templeton Emerging Markets A (Ydis) USD | GBP | 9.4 |
| 9 | JPM Emerging Markets Income A Acc | GBP | 10.0 |
| 10 | BGF Emerging Markets Equity Income A2 USD | GBP | 10.7 |
| 11 | Fidelity Funds - Emerging Markets A-USD | GBP | 10.9 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 3 | HSBC GIF Emerging Wealth AD USD | GBP | -3.8% |
| 4 | Barclays GA - Emerging Market Equity B Acc USD | GBP | -3.8% |
| 5 | JPM Emerging Markets Income A Acc | GBP | -3.8% |
| 6 | Fidelity FAST Emerging Markets A-ACC-USD | GBP | -4.0% |
| 7 | PARVEST Equity World Emerging C C USD | GBP | -4.1% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -1.9% | ||||
| 2017 | 15.8% | 7.9% | 0.5% | 0.7% | 6.1% |
| 2016 | 40.4% | 12.7% | 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
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 investment1.5