JPM Global Macro Opportunities C Acc
- Citicode
- A0NA
- Launch Date
- 15-02-2013
- Fund Size
- £293,223,411
- Yield
- 1.20%
- Ongoing Charge
- 0.67%
- Fund Managers
- Josh Berelowitz
Shrenick Shah
Fund Objective
The Fund aims to provide positive investment returns, before fees, over a rolling 3 year period in all market conditions by investing in securities globally, using derivatives where appropriate. A positive return is not guaranteed over this or any time period and a capital loss may occur.
Top 10 Holdings
Asset Class
Fund Manager
Josh Berelowitz
Start Date
18-12-2019
Bio
Josh Berelowitz, executive director, is a portfolio manager in the Macro Strategies team, based in London. An employee since September 2011, Josh has been focused on the macro portfolios since inception of the strategy in November 2012. Josh obtained a B.Sc. in Economics from the University of Nottingham and is a CFA charterholder.
Fund Manager
Shrenick Shah
Start Date
15-02-2013
Bio
Shrenick Shah, managing director, is head of the Macro Strategies team at J.P. Morgan Asset Management, based in London. An employee since September 2010, Shrenick previously worked in the equity divisions at Deutsche Bank and Credit Suisse. Shrenick obtained a M.Sc. in Econometrics and Mathematical Economics from the London School of Economics.
Data source:
All financial data is supplied by FE
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