JPM Global Macro Opportunities Fund

Select share classes

JPM Global Macro Opportunities Fund C - Net Accumulation

Category Macro Trading GBP

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.751

arrow-up£0.008 (+0.46%)

Fund Code

SPMCA

B4WKYF8

GB00B4WKYF80

Prices updated as at 08 Jan 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 in securities globally, using derivatives where appropriate. A positive return is not guaranteed over this or any time period and a capital loss may occur. It invests, either directly or through derivatives in equities, commodity index instruments, convertible securities, debt securities, currencies and cash and near cash. 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.

Portfolio as of

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Stock style

Value

Core

Growth

Large

0

Medium

0

Small

0

Valuation

JPM Global Macro Opportunities Fund C - Net Accumulation

Macro Trading GBP

-

17.44

-

1.79

-

2.61

-

8.73

Growth rate

JPM Global Macro Opportunities Fund C - Net Accumulation

Macro Trading GBP

-

12.54%

-

1.65%

-

9.42%

Top 10 holdings

Assets in top 10 holdings %

0.00%

Total no. of equity holdings

-

Total no. of bond holdings

-

Stock sectors

JPM Global Macro Opportunities Fund C - Net Accumulation

Macro Trading GBP

0.00%

Basic materials

Con cyclical

Financial svs

Real estate

0.00%

Comm services

Energy

Industrials

Technology

0.00%

Con defensive

Healthcare

Utilities

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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