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JPM Global Dynamic

Rang 408 von 834 in - Aktien - Global über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

John Baker

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

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

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

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.

Anlageziel

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.

Performance

Aktien - Global über : 31.12.2016 - 31.12.2017
  • Rangfolge 408/834 Gesamtertrag
  • Rangfolge 462/834 Standardabweichung
  • Rangfolge 412/834 Maximaler Verlust
Fondsname Currency Verlust
410 Carmignac Investissement A EUR acc EUR

-3,8%

411 HI Topselect D EUR

-3,8%

412 Allianz Best Styles Global AC Equity C Acc EUR

-3,8%

412 JPM Global Dynamic A Dis USD EUR

-3,8%

412 UniGlobal EUR

-3,8%

412 Invest Global EUR

-3,8%

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 31.12.2017 Jährlich Q1 Q2 Q3 Q4
2017 8,1% 4,2% -2,6% 1,8% 4,8%
2016 7,1% -7,6% 0,2% 5,3% 9,8%
2015 8,3% 14,4% -2,9% -9,7% 7,9%
2014 17,7% 1,3% 4,2% 5,7% 5,6%
2013 20,9% 10,2% -1,3% 4,1% 6,8%
2012 12,5% 9,5% -2,7% 6,0% -0,3%
2011 -7,9% -0,9% -2,1% -14,9% 11,5%
2010 20,1% 9,3% -4,0% 3,4% 10,6%
2009 25,3% -8,2% 14,9% 10,7% 7,3%
2008 -42,4% -19,4% -0,7% -9,3% -20,6%
2007 0,4% 1,1% 6,9% -2,7% -4,6%
2006 8,8% 5,4% -6,6% 4,9% 5,4%
2005 31,4% 4,4% 9,5% 8,5% 6,0%
2004 5,7% 6,5% -0,9% -2,7% 2,9%
2003 12,3% -7,7% 11,1% 4,8% 4,6%
2002 -24,4% 4,7% -13,7% -13,9% -2,8%
2001 -7,9% -7,6% 7,6% -18,8% 14,2%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Bahrain
  3. Belgien
  4. Chile
  5. Curacao
  6. Estland
  7. Finnland
  8. Frankreich
  9. Deutschland
  10. Griechenland
  11. Hong Kong
  12. Ungarn
  13. Irland
  14. Italien
  15. Jersey
  16. Luxemburg
  17. Macau
  18. Niederlande
  19. Norwegen
  20. Polen
  21. Singapur
  22. Spanien
  23. Schweden
  24. Schweiz
  25. Vereinigtes Königreich

Information über den Fonds

  • Starttermin08.12.2000
  • Größe der Anteilsklasse72Mn
  • BasiswährungUSD
  • ISIN LU0119067295

Kaufinformation

  • Mindestanlage (initial)35.000
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,50%
  • Ausgabeaufschlag5

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)