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JPM Emerging Markets Opportunities A Acc USD

Ranked 13 out of 54 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

Anuj Arora

Anuj Arora is a managing director and portfolio manager within the Emerging Markets and Asia Pacific Equities team at JP Morgan Asset Management based in London. He joined the firm in 2006 and is responsible for managing the GEM Diversified strategy, as well as overseeing all aspects of research related to quantitative strategies within the Emerging Markets and Asia Pacific Equities team, including asset allocation and risk management. Prior to joining the firm, Anuj was a quantitative analyst for Mesirow Financial and an analyst at Birkelbach Investment Securities. He graduated from the Illinois Institute of Technology with an MSc in Finance.

Sonal Tanna

Sonal Tanna graduated from the London School of Economics with a BSc in economics and political science. She started her career with JP Morgan Asset Management in 1999 and is currently a vice president and fund manager for emerging Europe, Middle East and African portfolios within the emerging markets equity team based in London. Sonal has been managing funds for over three years and uses a fundamental, bottom up approach to investing. She is a holder of the CFA designation.

Richard Titherington

Richard Titherington has worked at JP Morgan since 1986, and is now the Chief Investment Officer and Head of the Emerging Markets Equity team. Titherington began his career as an analyst at UKPI, before moving to JP Morgan where he runs a number of emerging market funds. He is based in Hong Kong, and holds an MA in Politics, Philosophy and Economics from Oxford University.

Objective

To provide long-term capital growth by investing primarily in an aggressively managed portfolio of emerging market companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, an emerging market country.

Showing fund performance in Hong Kong View performance globally

Performance

Global Emerging Markets over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.3% -6.9%
2017 45.6% 11.7% 9.4% 10.2% 8.1%
2016 9.6% 1.9% 0.5% 11.1% -3.7%
2015 -18.0% -0.3% -0.5% -19.1% 2.2%
2014 -2.2% -2.1% 5.3% -4.0% -1.1%
2013 -3.2% -3.0% -8.1% 7.0% 1.5%
2012 25.3% 17.5% -7.5% 6.8% 8.0%
2011 -17.4% -0.6% 0.2% -19.1% 2.5%
2010 26.7% 5.1% -6.3% 21.4% 5.9%
2009 79.0% -2.1% 35.8% 24.2% 8.4%
2008 -57.8% -11.7% 5.2% -33.4% -31.8%
2007 43.7% 6.6% 18.3% 14.4% -0.3%
2006 22.5% 8.7% -4.3% 2.0% 15.4%
2005 29.5% 0.4% 4.5% 15.2% 7.2%
2004 27.2% 10.4% -8.6% 9.2% 15.4%
2003 49.7% -7.9% 23.9% 14.3% 14.7%
2002 -10.0% 11.1% -9.4% -16.6% 7.3%
2001 -5.7% -5.5% 5.1% -23.3% 23.7%
2000 -30.7% -2.2% -7.3% -12.4% -12.6%
1999 63.6% 7.4% 23.9% -3.5% 27.4%
1998 -30.2% 2.8% -22.7% -23.8% 15.4%
1997 -8.4% 10.8% 7.7% -4.2% -19.8%
1996 7.8% 8.2% 4.1% -3.3% -0.9%
1995 -10.9% -12.9% 7.9% -0.4% -4.9%
1994 -8.0% -5.1% -3.3% 15.9% -13.5%
1993 80.7% 12.1% 13.1% 11.4% 27.8%
1992 5.2% 13.2% -4.4% -2.6% -0.2%
1991 17.8% 14.9% 0.4% -1.1% 3.2%
1990 -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Czech Republic
  7. Denmark
  8. Finland
  9. France
  10. Germany
  11. Greece
  12. Hong Kong
  13. Hungary
  14. Ireland
  15. Italy
  16. Jersey
  17. Liechtenstein
  18. Luxembourg
  19. Macau
  20. Netherlands
  21. Norway
  22. Poland
  23. Singapore
  24. Slovakia
  25. Spain
  26. Sweden
  27. Switzerland
  28. Taiwan
  29. United Kingdom

Fund Info

  • Launch date31/07/1990
  • Share Class size499Mn
  • Base currencyUSD
  • ISIN LU0431992006

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

Related News

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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).