JPM Global Macro ESG

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JPM Global Macro ESG Fund C - Net Income

Category Macro Trading GBP
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.199

arrow-up£0.003 (+0.25%)

Fund Code

SPCRI

B235HG0

GB00B235HG00

Prices updated as at 31 Mar 2025
|
Prices in GBP
Investment objective
The Fund aims to provide positive investment returns, before fees, over a rolling 3 year period in all market conditions by investing globally in a portfolio that is positioned towards securities with positive ESG characteristics, using derivatives where appropriate. A positive return is not guaranteed over this or any time period and a capital loss may occur. Invests either directly or through derivatives, in a portfolio that is positioned towards securities with positive ESG characteristics, comprised of debt securities, equities, commodity index instruments and convertible securities. The Fund may also invest in currencies, cash and cash equivalents. Issuers of these securities may be located in any country, including emerging markets.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
Company name
JPMorgan Funds Limited
Fund launch date
01 Jul 2005
Domicile
United Kingdom
UCITS
Yes
Fund manager
Shrenick Shah
Manager start date
31 Oct 2018
Fund manager 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.
Fund manager
Josh Berelowitz
Manager start date
18 Dec 2019
Fund manager 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.
Head office
60 Victoria Embankment
London
United Kingdom
EC4Y 0JP
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