JPM Global Macro Opportunities Fund

Select share classes

JPM Global Macro Opportunities Fund C - Net Accumulation

Category Macro Trading GBP


star-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.776

arrow-up£0.011 (+0.62%)

Fund Code

SPMCA

B4WKYF8

GB00B4WKYF80

Prices updated as at 12 Dec 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.

Company name
JPMorgan Funds Limited
Fund launch date
15 Feb 2013
Domicile
United Kingdom
UCITS
Yes
Lead manager
Shrenick Shah
Lead manager start date
15 Feb 2013
Lead 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
Got a question?
Get in touch
we're here to help:
+44 1268 44 44 70
Mon-Fri 8am to 6pm


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.