Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JPM Emerging Middle East Equity

Ranked 3 out of 5 in - Middle East & North Africa over 12 months
All calculations are in DKK unless stated

Managed by

Oleg Biryulyov

Oleg Biryulyov obtained a degree in economics from Moscow State University, Lomonosov. He has thirteen years of experience as a fund manager. Oleg began his career as an investment analyst and went on to join Flemings Urals working as a portfolio manager. In 1994, he joined JP Morgan Asset Management and he is currently responsible for Emerging European and Russian equities in the Emerging Markets Equity Team based in Moscow. He is also portfolio manager of the JPM New Europe Fund. Oleg is a Certified Financial Analyst.

Habib Saikaly

Objective

To provide long-term capital growth by investing primarily in companies of the emerging markets of the Middle East region. At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, an emerging market country of the Middle East. The Sub-Fund may also invest in Morocco and Tunisia.

Showing fund performance in Denmark View performance globally

Performance

Middle East & North Africa over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 7.3% 9.8%
2017 -2.0% 4.0% 0.2% -1.5% -4.5%
2016 1.6% -3.6% 0.0% -2.0% 7.4%
2015 -10.6% 6.9% -2.0% -13.7% -1.1%
2014 28.8% 11.0% 5.0% 11.3% -0.7%
2013 -3.1% 12.2% -6.6% -4.5% -3.2%
2012 25.9% 12.0% -0.6% 7.6% 5.1%
2011 -25.6% -14.8% -3.3% -5.5% -4.6%
2010 34.4% 15.8% 4.2% 8.4% 2.8%
2009 30.7% -2.8% 20.1% 14.6% -2.3%
2008 -47.9% -20.2% 3.9% -7.8% -31.8%
2007 31.9% 4.7% 7.9% 8.0% 8.1%
2006 -5.2% 2.0% -24.4% 17.7% 4.4%
2005 18.3% 13.8% 16.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Ireland
  14. Italy
  15. Jersey
  16. Luxembourg
  17. Macau
  18. Netherlands
  19. Norway
  20. Peru
  21. Poland
  22. Singapore
  23. Spain
  24. Sweden
  25. Switzerland
  26. Taiwan
  27. United Kingdom

Fund Info

  • Launch date31/03/2005
  • Share Class size11Mn
  • Base currencyUSD
  • ISIN LU0210535208

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

Related News

JP Morgan tweaks MENA duo’s strategy

Asset management firm opts to increase ability of Citywire + rated managers’ fund to access Saudi Arabian market.

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