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 11/33 Total Return
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Rank 6/33 Standard Deviation
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Rank 7/33 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 9 | PARVEST Equity World Emerging C C USD | GBP | -1.3% |
| 10 | BaillieGiffordWldwideEmergMrktsLdgCos C JPY Acc | GBP | -1.3% |
| 11 | JPM Emerging Markets Income A Acc | GBP | -1.4% |
| 12 | T Rowe Emerging Markets Equity I USD | GBP | -1.9% |
| 13 | JPM Emerging Markets Dividend A Acc USD | GBP | -2.0% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 4 | JPM Emerging Markets Dividend A Acc USD | GBP | 5.2 |
| 5 | JPM Emerging Markets Opportunities A Acc USD | GBP | 5.6 |
| 6 | JPM Emerging Markets Income A Acc | GBP | 5.6 |
| 7 | Templeton BRIC A (acc) USD | GBP | 5.7 |
| 8 | Janus Henderson Emerging Markets I EUR Acc | GBP | 6.3 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 5 | JPM Emerging Markets A Acc | GBP | -2.2% |
| 6 | Templeton Emerging Markets A (Ydis) USD | GBP | -2.3% |
| 7 | JPM Emerging Markets Income A Acc | GBP | -2.4% |
| 8 | JPM Emerging Markets Equity A Dis USD | GBP | -2.4% |
| 9 | JPM Emerging Markets Dividend A Acc USD | GBP | -2.4% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -1.9% | -1.4% | |||
| 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