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JPM Emerging Markets Small Cap A (perf) Acc USD

Ranked 2 out of 3 in - Global Emerging Markets Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

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.

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 long-term capital growth by investing primarily in small capitalisation emerging markets companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of small capitalisation companies that are domiciled in, or carrying out the main part of their economic activity in, an emerging market country. Market capitalisation is the total value of a company's shares and may fluctuate materially over time. The Sub-Fund's weighted average market capitalisation will, at all times, be less than the weighted average market capitalisation of the MSCI Emerging Markets IMI Index.

Showing fund performance in Jersey View performance globally

Performance

Global Emerging Markets Smaller Companies over : 31/05/2016 - 31/05/2017
  • Rank 2/3 Total Return
  • Rank 1/3 Standard Deviation
  • Rank 1/3 Max Drawdown
Fund Name Currency Return
1 Templeton Emerging Markets Smaller Cos A (Ydis)GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

36.6%

2 JPM Emerging Markets Small Cap A (perf) Acc USD GBP

34.4%

3 Aberdeen Global - Emerging Mkts Sm Cos A2 Acc USD GBP

27.1%

Fund Name Currency Risk
1 JPM Emerging Markets Small Cap A (perf) Acc USD GBP

14.9

2 Templeton Emerging Markets Smaller Cos A (Ydis)GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

15.1

3 Aberdeen Global - Emerging Mkts Sm Cos A2 Acc USD GBP

17.5

Fund Name Currency Loss
1 JPM Emerging Markets Small Cap A (perf) Acc USD GBP

-7.4%

2 Templeton Emerging Markets Smaller Cos A (Ydis)GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.4%

3 Aberdeen Global - Emerging Mkts Sm Cos A2 Acc USD GBP

-9.8%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 10.9%
2016 32.3% 8.3% 12.4% 11.2% -2.2%
2015 -1.2% 8.5% -3.6% -8.4% 3.2%
2014 14.3% 0.0% 5.7% 5.3% 2.7%
2013 0.5% 10.1% -4.7% -4.3% 0.2%
2012 17.6% 13.9% -7.5% 5.3% 6.0%
2011 -26.1% -5.1% -0.9% -23.1% 2.3%
2010 32.0% 12.7% -4.8% 15.9% 6.2%
2009 121.3% 5.2% 45.9% 26.0% 14.4%
2008 -49.0% -14.7% -4.7% -25.8% -15.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/11/2007
  • Share Class size441Mn
  • Base currencyUSD
  • ISIN LU0318931358

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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