JPM Global Macro Opportunities

Investment Objective

The Fund aims to provide positive investment returns over rolling 12 month periods in any market conditions. There is no guarantee that positive investment returns will be achieved over this period or any time period, and your capital is in fact at risk.

Reference Index

ICE 1 Month GBP Libor

Latest Meeting Note

Conference Call 26 Feb 2016

The fund’s performance was strong for 2015 as it returned 11.8% with a volatility of 8.5%. The managers have continued to show their ability to deliver good returns across both declining and rising market and perform ahead of their retur... Read more

The fund’s performance was strong for 2015 as it returned 11.8% with a volatility of 8.5%. The managers have continued to show their ability to deliver good returns across both declining and rising market and perform ahead of their return target. Going forward the fund managers remain cautious for 2016 and have dampened the fund’s volatility. Current themes in the portfolio include European recovery, China transitioning, EM rebalancing, supply-side weakness, Japan recovery.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.0 0.8 0.3 0.1 0.1 0.7 0.8 0.3 0.1 1.0 0.2 0.3 0.9
2022 0.1 0.6 0.1 0.5 0.9 0.1 0.1 0.5 0.6 0.8 0.5 0.0 0.7

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.