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JPM Total Emerging Markets Income A Acc USD

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

Managed by

Pierre-Yves Bareau

Pierre-Yves Bareau is currently managing director and global head of the emerging markets debt team at JP Morgan Asset Management. He graduated from the Groupe Ecole Supérieure de Commerce et de Management Tours-Poitiers (ESCEM) in France and holds a graduated degree in finance and a master’s degree in management. Pierre-Yves started his career at BAREP Asset Management as an emerging markets portfolio manager in 1991. He then spent two years at FP Consult (France) and in 1999, Pierre-Yves joined Fortis Investment where he worked for 10 years and was chief investment officer for emerging markets fixed income. He has over 20 years of experience in the financial industry. In his spare time, Pierre-Yves enjoys glof and skiing.

Joanne Baxter

Joanne Baxter is an executive director and portfolio manager within the Emerging Markets team in the Global Fixed Income, Currency & Commodities group at JP Morgan based in London. She specialises in managing asset allocation and total return portfolios within Emerging Market Debt. Prior to joining the firm in 2010, Joanne worked at Ashmore Group as a trader and portfolio manager. She graduated from the University of Exeter with a BA (Hons) in Economics and Finance.

Omar Negyal

Richard Titherington

Richard Titherington has worked at JP Morgan since 1986, and is now the Chief Investment Officer and Head of the Emerging Markets Equity team. Titherington began his career as an analyst at UKPI, before moving to JP Morgan where he runs a number of emerging market funds. He is based in Hong Kong, and holds an MA in Politics, Philosophy and Economics from Oxford University.

Objective

At least 67% of the Sub-Fund's assets will be invested in equity securities and debt securities of companies that are domiciled in, or carrying out the main part of their economic activity in, an emerging market country as well as in debt securities issued or guaranteed by emerging market governments or their agencies. The Sub-Fund will hold between 30% and 70% of its assets in equity and between 30% and 70% of its assets in debt securities.Mgr benchmark:50% MSCI EM Index TN/ 25% J.P.Morgan Gov Bond Index EM Global DiversifiedTR/15% J.P.Morgan EMBI Global DiversifiedTR/10% J.P.Morgan Corporate EMBI Broad DiversifiedTR

Showing fund performance in Jersey View performance globally

Performance

Emerging Markets over : 31/10/2016 - 31/10/2017
  • Rank 2/2 Total Return
  • Rank 1/2 Standard Deviation
  • Rank 2/2 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.5% 0.1% 0.9%
2016 31.7% 10.1% 10.0% 8.0% 0.7%
2015 -12.5% 3.7% -7.2% -9.7% 0.6%
2014 4.2% 0.2% 2.8% 1.0% 0.1%
2013 -3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hong Kong
  10. Ireland
  11. Italy
  12. Jersey
  13. Liechtenstein
  14. Luxembourg
  15. Macau
  16. Netherlands
  17. Norway
  18. Spain
  19. Sweden
  20. Switzerland

Fund Info

  • Launch date30/09/2013
  • Share Class size33Mn
  • Base currencyUSD
  • ISIN LU0972618572

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment5

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