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JPM Global Dynamic

Ranked 49 out of 251 in - Global over 12 months
All calculations are in DKK unless stated

Managed by

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.

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 : 31/05/2017 - 31/05/2018
  • Rank 49/251 Total Return
  • Rank 187/251 Standard Deviation
  • Rank 137/251 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0%
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. Curacao
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Greece
  12. Hungary
  13. Iceland
  14. Ireland
  15. Italy
  16. Jersey
  17. Luxembourg
  18. Netherlands
  19. Norway
  20. Peru
  21. Spain
  22. Sweden
  23. Switzerland
  24. United Kingdom

Fund Info

  • Launch date26/08/2004
  • Share Class size149Mn
  • Base currencyUSD
  • ISIN LU0129436878

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0

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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).