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JPM Global Macro Opportunities A Acc EUR

Ranked 1 out of 94 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Managed by

James Elliot

North Yorkshireman James Elliot has been a fund manager at JP Morgan Asset Management for over 10 years and runs more than £1 billion in assets for the group. Elliot, who was born in 1970, adopts an inclusive value and growth approach to stockpicking and would like to emulate the success of the investor he admires most, contrarian maestro David Dreman. He graduated in Modern History from Oxford University.

Shrenick Shah

Talib Sheikh

Talib Sheikh is a portfolio manager in the Multi-Asset Solutions team at J.P Morgan Asset Management, based in London. Talib is responsible for managing total return portfolios, balanced and income portfolios and has managed balanced and tactical asset allocation overlay accounts since 2002. An employee since 1998, Talib was previously a portfolio manager in the derivatives implementation team in London. Talib earned a bachelors of science in agriculture and a masters of science in international marketing from the University of Newcastle and is a CFA charterholder.

Objective

To achieve capital appreciation in excess of its cash benchmark by investing primarily in securities, globally, using derivative strategies where appropriate. The Sub-Fund will primarily invest, either directly or through the use of financial derivative instruments, in equity securities, commodity index instruments, convertible securities, debt securities, deposits with credit institutions and money market instruments, globally. The Fund uses an investment process based on macroeconomic research to identify global investment themes and opportunities. It has a flexible approach to asset allocation and may use both long and short positions to vary exposure to different asset classes and markets in response to market conditions and opportunities.

Showing fund performance in Jersey View performance globally

Performance

Multi Strategy over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -1.6% 4.1% 7.8%
2016 -5.5% 0.4% 1.3% -3.6% -3.5%
2015 9.7% 9.5% -2.2% 5.5% -2.9%
2014 12.7% 0.1% 0.1% 5.0% 7.2%
2013 16.1% 7.5% 3.3% -1.0% 5.7%
2012 2.0% 4.9% -4.7% 0.9% 1.2%
2011 -6.0% 0.8% 0.1% -8.9% 2.4%
2010 9.1% 3.9% -4.2% 7.1% 2.3%
2009 13.4% -2.6% 5.3% 8.4% 2.1%
2008 -16.6% -4.5% -1.5% -6.6% -5.0%
2007 3.4% 0.2% 2.8% 0.9% -0.5%
2006 6.9% 2.0% -0.8% 2.3% 3.3%
2005 11.9% 4.2% 2.2% 3.9% 1.1%
2004 4.7% 4.7% -0.2% -1.7% 1.8%
2003 8.0% -8.5% 9.7% 1.9% 5.6%
2002 -24.8% 0.8% -12.8% -13.2% -1.4%
2001 -9.5% -6.1% 4.3% -15.1% 8.7%
2000 -4.9% 4.6% -4.8% 1.7% -6.2%
1999 26.4% 7.7% 6.5% -3.0% 13.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date23/10/1998
  • Share Class size894Mn
  • Base currencyEUR
  • ISIN LU0095938881

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • 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).