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JPM GLOBAL EQUITY ABSOLUTE ALPHA A - Fund overview

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Overview of JPM GLOBAL EQUITY ABSOLUTE ALPHA A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. JPM GLOBAL EQUITY ABSOLUTE ALPHA A does not fall into either of these categories at present.

Standard Initial Charge

4.25% 0.00%

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to save 4.25%

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Fund summary

Sector	Absolute Return
Product type	OEIC
Launched	July, 2011
Size	£6m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	47.62p

Fund Charges

Standard Initial charge	4.25%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	0.00%
Annual management charge	1.25%
Total expense ratio	1.43%
Reduction in yield (10yr)	1.43%

Bestinvest says

No information available.

Portfolio

jpm global equity absolute alpha a asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	100%
	Fund cash	–

No data available.

View all performance data for JPM GLOBAL EQUITY ABSOLUTE ALPHA A

Investment process

The Fund aims to provide a return in excess of the return on one month Sterling (GBP) LIBOR over rolling 12 month periods in any market conditions, although this is not guaranteed.

The Fund will seek to achieve an absolute return normally through long and short positions in equities and equity linked securities anywhere in the world (which may include emerging markets). Long positions may be achieved through direct investments and/or derivative instruments. Short positions will be achieved through derivatives only. The Fund may have a concentrated portfolio of securities.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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