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Jpm Global Macro Opportunities A (acc) - Usd (hedged) (0P00015EF8)

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157.900 -1.020    -0.64%
27/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.98B
Type:  Fund
Market:  Luxembourg
Issuer:  JPMorgan Asset Management (Europe) S.à r.l.
ISIN:  LU1181866309 
Asset Class:  Other
JPMorgan Investment Funds - Global Macro Opportuni 157.900 -1.020 -0.64%

0P00015EF8 Overview

 
On this page you'll find an in-depth profile of Jpm Global Macro Opportunities A (acc) - Usd (hedged). Learn about the key management, total assets, investment strategy and contact information of 0P00015EF8 among other information.
Category

Macro Trading USD

Total Assets

1.98B

Expenses

1.45%

Inception Date

Feb 05, 2015

Investment Strategy

To achieve capital appreciation in excess of its cash benchmark by investing primarily in securities, globally, using derivatives where appropriate. Investment process based on macroeconomic research to identify global investment themes and opportunities. Flexible and focused approach to take advantage of global trends and changes through traditional and non-traditional assets. Fully integrated, risk management framework provides detailed portfolio analysis.

Contact Information

Address European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
Phone +352 34 101

Top Executives

Name Title Since Until
Michal Plotkowiak - 2024 Now
Josh Berelowitz - 2019 Now
Biography Josh Berelowitz, Vice President, 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.
Shrenick Shah Managing Director 2012 Now
Biography Shrenick Shah, Managing Director, leads the Macro Strategies portfolio management team within Multi-Asset Solutions, 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.
Benoit Lanctot - 2019 2023
Biography Benoit Lanctot, executive director, portfolio manager in the Macro Strategies team, based in London. An employee since July 2011, Benoit previously worked as a senior analyst in the Convertible Bond team within Multi-Asset Solutions, responsible for the implementation of the fundamental analysis framework with global coverage. Prior to that, Benoit worked in investment banking for the Diversified Industries Group of Scotia Capital Inc. based in Montreal, Canada. He obtained a B.BA with a major in Finance from HEC Montreal and a Masters in Finance from London Business School. Benoit is a CFA and a CAIA charterholder.
Virginia Martin Heriz Portfolio Manager 2021 2022
Biography Virginia Martin Heriz, Executive Director, is a portfolio manager in the Macro Strategies team, based in London. An employee since November 2019, Virginia previously was a portfolio manager at Aberdeen Standard Investments where she was responsible for tactical asset allocation portfolios and segregated multi asset mandates. Prior to that, Virginia was an analyst covering global financials at Martin Currie Investment Management.
James Elliot - 2012 2019
Biography James ‘Jimmy’ is Head of Multi-Asset at Ninety One and is based in London. He is responsible for investment oversight of the portfolio management team and the ongoing development of our multi-asset and investment solutions business. Jimmy has 24 years of experience in global equities, long/short equity hedge funds and multi-asset investing, which gives him a broad perspective on both security selection and asset allocation as elements of generating sustainable investment returns. He joined the firm from JP Morgan (JPM) Asset Management where he was International Chief Investment Officer (CIO) for their Multi-asset Solutions business with over US$90 billion in client assets. Prior to this he was co-CIO of the European Behavioural Finance and CIO of the Japanese Equity teams at JP Morgan. Jimmy graduated from Oxford University with an BA Honours degree in Modern History in 1993. He is a CFA® Charterholder.
Talib Sheikh Lead Portfolio Manager 2004 2018
Biography Talib Sheikh joined Fidelity in October 2023 and took on the Lead Portfolio Manager responsibilities for Fidelity’s Multi Asset Income strategies from January 2024. He works closely with Co-Portfolio Managers George Efstathopoulos and Becky Qin, using the well-established team-based approach. Talib’s career in the finance industry spans almost three decades with extensive experience in asset allocation and portfolio construction in multi asset income investing. Talib’s career includes a twenty-year tenure at JP Morgan Asset Management where he was a portfolio manager for core strategies including the company’s flagship multi asset income strategy. More recently Talib was the Head of Multi Asset Strategies at Jupiter Asset Management where he also managed multi asset income strategies. He received his Master of Science in International Agricultural Marketing from University of Newcastle Upon Tyne. He is a CFA Charterholder.
Neill Nuttall Managing Director 2006 2012
Biography Neill Nuttall is a managing director and the chief investment officer of the Multi-Asset Solutions Group (MAS) in Goldman Sachs Asset Management (GSAM). He also serves as chairman of the MAS Investment Committee. Neill joined Goldman Sachs as a managing director in GSAM in 2014. Prior to joining the firm, Neill worked for almost 30 years at JPMorgan Asset Management (JPMAM) and its heritage firms, based for 14 years in Hong Kong and subsequently in London. From 2006, Neill served as chief investment officer and head of JPMAM’s Global Multi Asset Group (GMAG) and latterly as head of Asset Allocation for GMAG. Prior to joining GMAG, Neill served as a managing director and senior strategist within JPMAM’s Currency Group. Previous roles included senior investing positions at Jardine Fleming Investment Management in the International Multi-Asset Portfolios Group. Prior to joining JPMAM, Neill worked for Standard Chartered Bank in Hong Kong and Thailand. Neill earned a BA (Hons) in politics from the University of Exeter.
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