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JPM Global Macro Opportunities C Net Inc (0P0000Y1O9.L)

Toronto - Toronto Delayed price. Currency in GBp (0.01 GBP)
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156.300.00 (0.00%)
As of 04:00PM EDT. Market open.

JPM Global Macro Opportunities C Net Inc

3 Lochside View

Management information
,Lead manager since 21 March 2021
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.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyJPMorgan Funds Limited
Net assets665.57M
YTD return2.77%
Yield0.67%
Morningstar rating★★★★
Inception date22 Sept 2021

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover346.23%
Average for categoryN/A

Fees and expenses

Expense0P0000Y1O9.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A