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JPM Global Dynamic

Ranked 69 out of 257 in - Global over 12 months
All calculations are in DKK unless stated

Objective

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.

Showing fund performance in Denmark View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0% 7.7%
2017 9.1% 4.4% -2.5% 2.0% 5.0%
2016 7.6% -7.5% 0.3% 5.6% 9.8%
2015 9.3% 14.9% -2.8% -9.6% 8.2%
2014 18.6% 1.7% 4.2% 5.8% 5.9%
2013 22.0% 10.4% -1.0% 4.2% 7.1%
2012 13.9% 9.8% -2.6% 6.5% 0.0%
2011 -7.2% -0.6% -1.8% -14.9% 11.6%
2010 21.3% 9.7% -3.8% 3.7% 10.8%
2009 26.3% -8.0% 15.1% 11.0% 7.4%
2008 -41.9% -19.2% -0.5% -9.0% -20.6%
2007 1.4% 1.3% 7.0% -2.3% -4.3%
2006 9.8% 5.7% -6.4% 5.1% 5.6%
2005 32.9% 4.8% 9.7% 8.9% 6.1%
2004 3.0%

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. Hungary
  12. Iceland
  13. Ireland
  14. Italy
  15. Jersey
  16. Luxembourg
  17. Netherlands
  18. Norway
  19. Peru
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date26/08/2004
  • Share Class size140Mn
  • Base currencyUSD
  • ISIN LU0129436878

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.00%

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