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JPM Global Unconstrained Equity Class C - Income (GBP)

Sell:422.00p Buy:422.00p Change: 5.00p (1.20%)
Prices as at 22 November 2024
Sell:422.00p
Buy:422.00p
Change: 5.00p (1.20%)
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:422.00p
Buy:422.00p
Change: 5.00p (1.20%)
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 31.35% 28.66% -21.08% 13.50% 28.65%

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: Global Specialist Team
Manager start date: 31 January 2020
Manager located in: TBC

TBC

manager photo
Manager Name: Caroline Keen
Manager start date: 31 January 2020
Manager located in: London

Caroline Keen, vice president, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2019, Caroline was a portfolio manager at Newton Investment Management, where she on the Emerging Markets and Asia equity team, with responsibility for Asia Pacific ex Japan Portfolios. Caroline holds a B.A. degree in Politics, Philosophy and Economics from St. John's College, Oxford. She is a CFA charterholder.

manager photo
Manager Name: Alex Stanic
Manager start date: 24 August 2017
Manager located in: London

Alex Stanic, managing director, is a portfolio manager in the  International Equity Group , based in London.  Alex is focused primarily on Global growth and Global Unconstrained portfolios.  Prior to joining the firm, Alex was Head of Global equities at River & Mercantile Asset Management, having founded the division in 2009.  Previously, Alex spent over a decade at Newton investment management, where he led the global team, and founded the Global Opportunities strategy.  He began his career on the European equity team at Cazenove.  Alex joined the team in 2015, and holds an MA in Economic & Social Geography from Edinburgh University.

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