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JPM Global Research Enhanced Index Equity Class E - Accumulation (GBP)

Sell:197.20p Buy:197.20p Change: 2.80p (1.44%)
Prices as at 22 November 2024
Sell:197.20p
Buy:197.20p
Change: 2.80p (1.44%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 22 November 2024
Sell:197.20p
Buy:197.20p
Change: 2.80p (1.44%)
Prices as at 22 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

22/11/19 to 22/11/20 22/11/20 to 22/11/21 22/11/21 to 22/11/22 22/11/22 to 22/11/23 22/11/23 to 22/11/24
Annual return 11.06% 27.42% -3.70% 10.75% 26.74%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Ido Eisenberg
Manager start date: 13 September 2019
Manager located in: London

Ido Eisenberg, Executive Director, is a portfolio manager for the J.P. Morgan Asset Management International Equity Group - Research Driven Process (RDP) Team, based in London.An employee since 2002, Ido previously worked in the Technology Application Development Group, where he developed and supported applications for the Global Research Enhanced Index Team. Ido obtained a Bachelor of Science degree in Computer Science and Cognitive Science from University College, London. Heis a CFA charterholder.

Manager Name: Raffaele Zingone
Manager start date: 13 September 2019
Manager located in: New York

Ralph Zingone, managing director, is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 1991, Ralph is responsible for the Research Enhanced Index (REI) strategies. Prior to this role, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York. Ralph received his B.A. in mathematics and economics from the College of the Holy Cross and his M.B.A. in finance from New York University. He is a CFA charterholder.

Manager Name: Piera Elisa Grassi
Manager start date: 13 September 2019
Manager located in: London

Piera Elisa Grassi, managing director, is the lead portfolio manager for the Global REI (Research Enhanced Index) strategies within the International Equity Group, based in London. An employee since 2004, Piera Elisa was previously a portfolio manager and quantitative analyst in Global REI. Prior to joining, Piera Elisa was as a bond quantitative analyst and risk analyst at Foreign and Colonial Asset Management. Before this, she worked for BARRA in London, focusing on equity risk management and portfolio construction. Piera Elisa obtained a Laurea from Bocconi University in Milan.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now