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JPM Global Focus Inclusive - Class A - Income (EUR)

Sell:4,352.36p Buy:4,592.53p Change: 22.38p (0.52%)
Prices as at 5 March 2021
Sell:4,352.36p
Buy:4,592.53p
Change: 22.38p (0.52%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 5 March 2021
Sell:4,352.36p
Buy:4,592.53p
Change: 22.38p (0.52%)
Prices as at 5 March 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and 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 the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

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

05/03/16 to 05/03/17 05/03/17 to 05/03/18 05/03/18 to 05/03/19 05/03/19 to 05/03/20 05/03/20 to 05/03/21
Annual return 44.21% -0.86% 2.06% 9.68% 24.49%

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 photo
Manager Name: Helge Skibeli
Manager start date: 14 March 2019
Manager located in: .

Helge Skibeli, managing director, is the Global Head of Developed Market Equity Research and CIO for the Research Driven Process (RDP) for International Equities, and U.S .Equity Core business.  An employee since 1990, Helge became head of U.S. research in March 2002, Global Head of Developed Market Equity Research in July 2015 and the CIO for RDP and US Equity Core in 2017. Prior to his current role, he was head of J.P. Morgan Investment Management (Singapore) and head of Investment for Asia Pacific ex-Japan. Before this, he was head of Pacific Rim ex-Japan research.  Previously, Helge was an analyst in the Equity Research department in London where he followed the automobile and steel sectors.  Prior to that, he worked in security analysis and equity sales in the Norwegian market.  Helge obtained an M.A. in general business from the Norwegian School of Management and earned an M.B.A. from the University of Wisconsin.  He is a CFA charterholder.

Manager Name: Rajesh Tanna
Manager start date: 14 March 2019
Manager located in: London

Rajesh Tanna, Managing Director, is Head of the J.P. Morgan Asset Management International Equity Group - Research Driven Process Team. Raj moved to J.P. Morgan Asset Management from J.P. Morgan Private Bank in September 2016, where he was also a European equity portfolio manager. An employee since 2011, Raj joined the Private Bank as a European Equity Strategist. Previously, Raj worked as a long-only European equity portfolio manager for 11 years, predominantly with Credit Suisse, where he also held a position as a risk manager. Raj also spent 18 months as a portfolio manager with a small asset management boutique, FOUR Capital. Raj holds a BA in Economics and International Studies, and a Master's degree in Management Science and Operational Research, both from Warwick Business School. He is a CFA charterholder.

Manager Name: Timothy Woodhouse
Manager start date: 24 August 2017
Manager located in: New York

Tim Woodhouse, executive director, is a portfolio manager in the  International Equity Group , based in New York. An employee since 2008, he was previously a research analyst in the European Equity Research Team, in London, working in the TMT sector. Tim obtained a BSc (Hons) in Economics from the University of York. Tim is a CFA charterholder.

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 a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account