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JPM Emerging Middle East Equity

Ranked 6 out of 10 in - Middle East & North Africa over 12 months
All calculations are in USD unless stated

Managed by

Oleg Biryulyov

Oleg Biryulyov obtained a degree in economics from Moscow State University, Lomonosov. He has thirteen years of experience as a fund manager. Oleg began his career as an investment analyst and went on to join Flemings Urals working as a portfolio manager. In 1994, he joined JP Morgan Asset Management and he is currently responsible for Emerging European and Russian equities in the Emerging Markets Equity Team based in Moscow. He is also portfolio manager of the JPM New Europe Fund. Oleg is a Certified Financial Analyst.

Habib Saikaly

Objective

To provide long-term capital growth by investing primarily in companies of the emerging markets of the Middle East region. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, an emerging market country of the Middle East.

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Performance

Middle East & North Africa over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 6.9% 1.9%
2016 -1.0% 1.4% -2.3% -1.0% 1.0%
2015 -20.0% -5.5% 1.8% -13.6% -3.8%
2014 13.4% 10.9% 4.5% 2.8% -4.8%
2013 1.3% 9.4% -5.5% -0.6% -1.5%
2012 27.4% 14.8% -5.3% 8.8% 7.6%
2011 -27.8% -9.9% -1.2% -12.3% -7.6%
2010 25.5% 9.1% -5.7% 20.7% 1.0%
2009 34.8% -7.3% 26.9% 19.4% -4.1%
2008 -50.3% -13.4% 3.2% -17.9% -32.3%
2007 46.1% 5.7% 9.6% 13.6% 11.1%
2006 6.0% 4.6% -20.1% 16.7% 8.7%
2005 50.8% 6.2% 10.2% 13.1% 14.0%
2004 40.5% 8.5% -2.7% 9.5% 21.6%
2003 67.5% -1.7% 29.9% 7.7% 21.9%
2002 -14.5% -6.1% -9.8% -1.4% 2.4%
2001 -31.6% -25.1% 7.9% -17.6% 2.7%
2000 -21.7% 1.0% -7.4% -9.1% -7.9%
1999 88.2% 20.0% 5.5% -2.7% 52.8%
1998 -15.7% -5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hong Kong
  11. Hungary
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Macau
  17. Netherlands
  18. Norway
  19. Poland
  20. Singapore
  21. Spain
  22. Sweden
  23. Switzerland
  24. Taiwan
  25. United Kingdom

Fund Info

  • Launch date18/05/1998
  • Share Class size78Mn
  • Base currencyUSD
  • ISIN LU0083573666

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

Related News

JP Morgan tweaks MENA duo’s strategy

Asset management firm opts to increase ability of Citywire + rated managers’ fund to access Saudi Arabian market.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).