Born in 1972 in Cork, Ireland, John Baker obtained a BA in Modern Languages and Business Studies from the University College Cork, Ireland. He joined JP Morgan in 1994 as an investment administrator and went on to become portfolio manager from 1995 to 1999. He is currently vice president and portfolio manager within the European Equity Group High Alpha Team. His investment strategy is bottom up, best of value or best of growth of the fund. He enjoys horseracing as means of relaxing when he is not working.
Sandeep Bhargava is a managing director and portfolio manager responsible for disciplined strategies at JP Morgan Asset Management based in London. He joined the firm in 1997 and prior to this, he spent two years managing Asian emerging market funds with a focus on technology and pharmaceuticals at Barclays Global Investors in London. Sandeep graduated from Cambridge University with a BA in Economics and Oxford University with a DPhil in Economics.
Nicholas Horne is a portfolio manager and head of research in the J.P. Morgan Asset Management European Equity Group. An employee since 2006, he did his investment banking internship at the M&A Group at Trenwith Securities. Before that, he did an internship in private wealth management at Smith Barney. Nick holds a BSM in finance and international relations from Tulane University, and an MSc in politics of the world economy from the London School of Economics. Nick is a CFA charterholder.
Zenah Shuhaiber, CFA is an executive director and portfolio manager in the Global Equities team at JP Morgan Asset Management based in London. She joined the firm in 2005 and prior to this, she served an internship at JP Morgan Private Bank in 2004. Zenah graduated from Oxford University with an MA in Economics and Management.
To maximise long-term capital growth by investing primarily in an aggressively managed portfolio of companies, globally. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities. Issuers of these securities may be located in any country, including emerging markets. The Sub-Fund uses an active investment process that is based on systematic investment in equity securities with specific style characteristics, such as value and momentum, that are associated with long-term outperformance caused by the impact of psychological factors on stock markets.
Rank 24/66 Total Return
Rank 11/66 Standard Deviation
Rank 9/66 Max Drawdown
|22||Invesco Global Select Equity A Annual Dist USD||GBP||
|23||JPM Global Select Equity Plus A (perf) Acc USD||GBP||
|24||JPM Global Dynamic A Dis USD||GBP||
|25||Fidelity Funds - Global Focus A-EUR||GBP||
|26||JPM Gl Research Enhanced Index Eq X (perf) Acc EUR||GBP||
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|9||Franklin World Perspectives A (acc) USD||GBP||
|10||Fidelity Undiscovered Talent Y Acc||GBP||
|11||Sarasin Global Dividend I GBP Acc||GBP||
|11||JPM Global Select Equity A Acc USD||GBP||
|11||JPM Global Dynamic A Dis USD||GBP||
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Month by Month Performance
Returns Vs Risk
- Hong Kong
- United Kingdom
- Launch date08/12/2000
- Share Class size69Mn
- Base currencyUSD
- Min. initial investment35,000
- Min. regular additional investment0
- Annual management1.50%
- Initial investment5