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 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 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, 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.
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.
Rank 49/251 Total Return
Rank 187/251 Standard Deviation
Rank 137/251 Max Drawdown
|47||Vanguard Global Enhanced Equity Inst USD||DKK||
|48||Investec GSF Global Strategic Equity A Inc USD||DKK||
|49||JPM Global Dynamic C Acc USD||DKK||
|50||Sparinvest Cumulus Value KL||DKK||
|51||PBPM Globale Aktier Fokus KL1||DKK||
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|185||Goldman Sachs Glo CORE Eq Pf Base USD (Snap)||DKK||
|186||SKAGEN Global A NOK||DKK||
|187||JPM Global Dynamic C Acc USD||DKK||
|188||JOHCM Global Select B GBP||DKK||
|189||SKAGEN Global II NOK||DKK||
|189||M&G Global Themes A Euro Acc||DKK||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date26/08/2004
- Share Class size149Mn
- Base currencyUSD
- Min. initial investment10Mn
- Min. regular additional investment0
- Annual management0.80%
- Initial investment0