Skip to main content
  • Register
  • Help
  • Contact us
  • Log out of your HL account

JPMorgan Global Dynamic Inclusive - Class A - Income (GBP)

Sell:2,450.00p Buy:2,585.00p Change: 2.00p (0.08%)
Prices as at 14 June 2019
Sell:2,450.00p
Buy:2,585.00p
Change: 2.00p (0.08%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 14 June 2019
Sell:2,450.00p
Buy:2,585.00p
Change: 2.00p (0.08%)
Prices as at 14 June 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

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

14/06/14 to 14/06/15 14/06/15 to 14/06/16 14/06/16 to 14/06/17 14/06/17 to 14/06/18 14/06/18 to 14/06/19
Annual return 13.28% -3.17% 31.58% 10.31% -3.82%

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: Nicholas Horne
Manager start date: 7 April 2017
Manager located in: London

Nicholas Horne, executive director, is a portfolio manager and head or research in the J.P. Morgan Asset Management European Equity Group. An employee since 2006, he did his investment banking internship at the M & A Group at Trenwith Securities. Before that, he did an internship in private wealth management at Smith Barney. Nick holds a BSM in Finance and International Relations from Tulane University, and an MSc in Politics of the World Economy from the London School of Economics. Nick is a CFA charterholder.

manager photo
Manager Name: John Baker
Manager start date: 7 April 2017
Manager located in: .

John Baker, managing director, is a portfolio manager within the J.P. Morgan Asset Management European Equity Group. A long-standing employee, John joined the company in 1994 as an assistant on the UK retail funds desk, now integrated into the European Equity Group. John obtained a BA from University College Cork, Ireland. He is an Associate of the Institute of Investment Management & Research.

manager photo
Manager Name: Sandeep Bhargava
Manager start date: 1 November 2001
Manager located in: London

Sandeep Bhargava is a portfolio manager responsible for disciplined strategies including the Global Dynamic Fund within the Global Equities Team, based in London. An employee since 1997, Sandeep previously was a product manager for Indian asset management in Asia. Prior to joining the firm, Sandeep spent two years managing Asian emerging market funds with a focus on technology and pharmaceuticals at Barclays Global Investors in London. Sandeep began his career lecturing at the University of York, combining this with consulting roles at a number of financial institutions including The World Bank in Washington, ICICI Bank in India and the United Nations Conference on Trade and Development in Switzerland. Sandeep holds a BA in Economics from Cambridge University and a DPhil in Economics from Oxford University.

Manager Name: Zenah Shuhaiber
Manager start date: 5 September 2012
Manager located in: -

-

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 an ISA, Lifetime ISA, SIPP or Fund & Share Account