Melden Sie sich an um unbeschränkten Zugriff zur Fondsmanager-Datenbank von Citywire zu bekommen. Die Anmeldung ist kostenlos und dauert nur wenige Minuten.

JPM Global Focus

Rang 576 von 843 in - Aktien - Global über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Jeroen Huysinga

Joroen Huysinga has been working within the funds industry for almost two decades and began his career as a graduate trainee with Lloyds Bank in 1986. The Warwick University graduate then became a UK analyst for British Steel Pension Funds and would remain there until 1995. Huysinga then had a two-year stay at Lombard Odier as a portfolio manger for Japanese equity, but for the last nine years he has managed for JP Morgan. Born in Deeventer, Netherlands, in 1964, Huysinga holds a BA in Economics & International studies and is an associate of the Institute of Investment Management & Research. His interests include rugby and soccer.

Timothy Woodhouse

Timothy Woodhouse is a vice president and portfolio manager in the Global Equities team at JP Morgan Asset Management. He joined the firm in 2008. Tim graduated from the University of York with a BSc (Hons) in Economics and is a CFA charterholder.

Anlageziel

To provide superior long-term capital growth by investing primarily in an aggressively managed portfolio of large, medium and small companies, globally, that the Investment Manager believes to be attractively valued and to have significant profit growth or earnings recovery potential. At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in equity securities of large, medium and small companies that the Investment Manager believes to be attractively valued and to have significant profit growth or earnings recovery potential. Issuers of these securities may be located in any country, including emerging markets.

Performance

Aktien - Global über : 31.08.2017 - 31.08.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.06.2018 Jährlich Q1 Q2 Q3 Q4
2018 -6,3% 6,6%
2017 5,8% 5,4% -4,6% 0,8% 4,5%
2016 10,6% -8,4% 0,7% 8,1% 10,9%
2015 8,4% 16,9% -3,6% -12,2% 9,6%
2014 16,9% 0,2% 6,9% 3,6% 5,4%
2013 17,0% 8,7% -2,9% 5,8% 4,7%
2012 12,0% 10,5% -2,5% 4,8% -0,7%
2011 -13,9% -3,3% -1,4% -17,0% 8,8%
2010 21,1% 10,7% -3,9% 5,1% 8,3%
2009 56,6% 0,8% 24,5% 13,6% 9,8%
2008 -45,2% -20,4% -1,1% -10,5% -22,3%
2007 -1,4% 4,5% 5,7% -5,3% -5,8%
2006 14,0% 5,9% -5,4% 6,4% 7,0%
2005 37,7% 5,3% 10,7% 8,8% 8,4%
2004 2,3% 6,9% -1,7% -3,3% 0,7%
2003 6,5% 7,8%

Monatliche Performance

Rendite vs Risiko

Portfoliostruktur

Zusammensetzung

31.05.2018

Top 10 Positionen

Aktien Größe
Alphabet Inc ORD 4,64%
UnitedHealth Group Inc ORD 2,84%
Microsoft Corp ORD 2,82%
Prudential PLC ORD 2,28%
Pioneer Natural Resources Co ORD 1,94%
DowDuPont Inc ORD 1,66%
Union Pacific Corp ORD 1,66%
Airbus SE ORD 1,64%
Roche Holding AG Par 1,56%
Morgan Stanley ORD 1,53%
31.05.2018

Zum Verkauf zugelassen in

  1. Österreich
  2. Bahrain
  3. Belgien
  4. Tschechien
  5. Estland
  6. Finnland
  7. Frankreich
  8. Deutschland
  9. Ungarn
  10. Irland
  11. Italien
  12. Jersey
  13. Luxemburg
  14. Niederlande
  15. Norwegen
  16. Polen
  17. Portugal
  18. Slowakei
  19. Spanien
  20. Schweden
  21. Schweiz
  22. Vereinigtes Königreich

Information über den Fonds

  • Starttermin23.05.2003
  • Größe der Anteilsklasse116Mn
  • BasiswährungUSD
  • ISIN LU0168343274

Kaufinformation

  • Mindestanlage (initial)5.000
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,50%
  • Ausgabeaufschlag5,00%

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