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JPMorgan Global Macro Opportunities Fund - Class A units


The JPMorgan Global Macro Opportunities Fund - Class A units leverages global macro themes to generate positive performance. This multi-asset macro thematic fund targets positive returns in various market conditions by capitalising on the return opportunities created by economic trends within a highly risk-controlled framework. To convert global macroeconomic trends into returns, the fund capitalises on the expertise of an experienced team of macro and total return investors by investing flexibly across asset classes using a selection of traditional (long-only equity and fixed income) and sophisticated (including relative value and dynamic hedging) investment strategies. This allows investors to participate in market rallies, while limiting risk exposures in periods of market correction.

Fund highlights

  • Capitalises on global macroeconomic trends to drive returns using a dynamic multi-asset approach

  • Benefits from enhanced diversification and sophisticated multi-dimensional risk management

  • Leverages expertise of an experienced team of macro strategists and specialist total return investors

  • The fund uses an integrated, multi-dimensional risk framework, in which risk is managed robustly at all levels-by theme, region, asset class and strategy.
     

 
Investment Objective

  • To achieve capital appreciation in excess of its cash benchmark by investing primarily in securities, globally, using financial derivative instruments where appropriate.

Fund Details

  • Fund Managers: James Elliot / Shrenick Shah
  • Fund launch date: 2 May 2016
  • ISIN: AU60PER07584
  • APIR: PER0758AU
  • Benchmark: Bloomberg AusBond Bank Bill Index

Useful Links
 
Fund Factsheet

Fund Commentary

Product Disclosure Statement



* The views expressed in the video are those of the presenter and do not necessary reflect or represent the views of J.P. Morgan Asset Management


This is a promotional document and any other document or material in connection with the offer or sale, or invitation for subscription or purchase, of shares/units of any product may not be circulated or distributed, nor may shares/units of any product be offered or sold, or be made the subject of an invitation for subscription or purchase, whether directly or indirectly, to the public or any member of the public in Australia or to Australian domiciled persons except where such persons are "wholesale clients" as defined in section 761G of the Corporations Act 2001 (Cth) and where disclosure would not be required under Chapter 6D or Part 7.9 of the Corporations Act 2001 (Cth).

 For your internal use only.  Informational sources are considered reliable but you should conduct your own verification of information contained herein.

 Any forecasts or opinions expressed are JPMorgan Asset Management (Australia) Limited’s own at the date of this document and may be subject to change.  The value of investments and the income from them may fluctuate and your investment is not guaranteed.  Past performance is not necessarily a guide to future performance and investors may not get back the full amount invested.  Exchange rates may cause the value of underlying overseas investments to go down or up.  Investments in emerging markets may be more volatile than other markets and the risk to your capital is therefore greater.  Also, the economic and political situations may be more volatile than in established economies and these may adversely influence the value of investments made.

 JPMorgan Asset Management (Australia) Limited forms a key part of J.P. Morgan Asset Management.  The brand name J.P. Morgan Asset Management covers the asset management activities of JPMorgan Chase & Co. globally.  This document is issued by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919), which is regulated by the Australian Securities and Investments Commission.

© JPMorgan Chase & Co., October 2013

FOR WHOLESALE INVESTORS ONLY