JPM Global Equity Absolute Alpha A
Latest (Mid) Price:
GBX 50.58
Day Change:
-0.90%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.43 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 6,400,000.00 | Launch Date | 06/07/2011 | Standard Initial Charge (%) | 3.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.25 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 1.43 |
| ISIN | GB00B4KN8131 | Min Topup (£) | 100.00 | Ongoing Charge (%) | 1.4300 (on 28/06/2012) |
Fund Objective
The Fund aims to provide a return in excess of the return on one month Sterling (GBP) LIBOR over rolling 12 month periods in any market conditions, although this is not guaranteed.
Fund Managers
Peter Kirkman
Peter Kirkman was born in Nottingham in 1969 and graduated from the University of East Anglia with a BSc in accountancy, also has an M.Phil in management studies from Cambridge University. He joined JP Morgan Asset Management in 2001 where he is a portfolio manager in the global equities team based in New York. Prior to this he was a senior portfolio manager of Japanese equities at Trust Company of the West in London and a portfolio manager at Prudential. Peter has been managing funds for over 18 years and holds a Cerificate in Investment Management from the London Business School. He is an associate member of the UK Society of Investment Professionals (ASIP) and a member of the CFA Institute.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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