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JPM Global Select Equity Class A - Accumulation (USD)

Sell:21,450.22p Buy:22,635.57p Change: 50.27p (0.23%)
Prices as at 17 May 2019
Sell:21,450.22p
Buy:22,635.57p
Change: 50.27p (0.23%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 17 May 2019
Sell:21,450.22p
Buy:22,635.57p
Change: 50.27p (0.23%)
Prices as at 17 May 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

Our view on the sector for this fund is not available.

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

17/05/14 to 17/05/15 17/05/15 to 17/05/16 17/05/16 to 17/05/17 17/05/17 to 17/05/18 17/05/18 to 17/05/19
Annual return 14.88% -0.29% 34.38% 9.29% 5.86%

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: Kay Herr
Manager start date: 1 December 2015
Manager located in: .

Kay Herr, managing director,is a portfolio manager of real estate securities in the Equity Group. An employee since 1999, Kay previously covered the office/industrial REIT sector as an equity research analyst. Prior to that, she covered consumer stable and cyclical sectors in the U.S. Fixed Income Credit Research Group. Prior to joining the firm, she was a credit research analyst with Prudential Securities in its municipal bond research department. Kay holds a B.A. in economics from the University of Virginia and an M.B.A. with distinction from New York University Stern School of Business, where she was a Dean's Scholar. She is also a CFA charterholder.

manager photo
Manager Name: Helge Skibeli
Manager start date: 1 December 2015
Manager located in: .

Helge Skibeli, managing director,is the head of the U.S. Equity Research Group. An employee since 1990, Helge became head of research in March 2002. 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.

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