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JPM Emerging Markets B

Bestinvest LogoA core global emerging markets fund.

PRICE (INC)

160.2p

PRICE (ACC)

369.1p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

1%

ONGOING CHARGE

1.15%

YIELD

0%

1 YEAR
-18.79%

Prices as at 17 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

This fund aims to achieve capital growth by investing in equities of emerging markets. Austin Forey leverages off JPMorgan's extensive presence in the emerging markets. Their EM team places a great deal of emphasis on the qualitative evaluation of companies, aiming to identify stocks which are more profitable than the index but trading on reasonable valuations.

Fund summary

SectorGlobal Emerging Markets
StructureOEIC
LaunchedDecember 2008
Size£2,666m
Yield0%
Charging BasisIncome
Dividends paid30 Apr

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1%
Ongoing Charges Figure1.15%

Investment Process

The management of this fund draws on JPM's large emerging markets team. Idea generation is driven by the sector specialist analysts and stock ideas can be held across a number of the group's funds. In emerging markets company research is more orientated towards qualitative judgement than it is in the developed markets. Research is focused on long term business prospects, where the team seek to invest in profitable companies and one of the considerations is the likely return on invested capital. Companies are ranked on a score of 1 to 5 where 1 is best although the portfolio manager has discretion over his holdings. Generally only high conviction stocks are held although the manager can hold stocks for relative risk management in order to manage the fund's tracking error. The manager can draw on an in house asset allocation model although in practice stock selection is a bigger driver of portfolio construction.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning