TAMA
Emerging Markets Opportunities Fund (JP Morgan)
The Emerging Markets Opportunities Fund (J.P. Morgan) is a unit-linked fund that gives you the opportunity to participate in the performance of companies in emerging markets. The fund seeks to provide long-term capital growth by investing primarily in an aggressively managed portfolio with at least 67% of assets invested in equities of companies that are domiciled, or carrying out the main part of their economic activity, in an emerging market country. The fund may invest up to 20% in China A shares. The fund may invest in assets denominated in any currency and currency exposure may or may not be hedged. As a result, a currency risk arises for a euro investor. This fund is managed by J.P. Morgan.
Main features
- Unit linked fund giving you the opportunity to participate in the performance of companies in emerging markets.
- JP Morgan's resources and local presence in these markets gives them the advantage in identifying attractive investment opportunities.
- Managed by JP Morgan.
- Risk ratings: 6
- SFDR Class: Article 8
How it works
The fund aims to provide long-term capital growth by investing at least 67% of its assets in an aggressively managed portfolio of emerging market companies.
The fund may invest in assets denominated in any currency and currency exposure may or may not be hedged. As a result, a currency risk may arise for a euro investor.
This fund is managed by JP Morgan.
Current Fund Price* (as at 29/04/2021)
Price
1.061
1.116
Asset Split**
| 56% Bonds | |
| 29% Cash | |
| 14% Equity | |
| 1% Property |
Annualised Performance (%)*
*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.
Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.
The fund price/performance shown is for the Pension / Gross of Tax Funds category.
*Source: Zurich Life
**Note: Asset Splits are updated quarterly.
Why JP Morgan?
J.P. Morgan has expertise across every key asset class and investment market so it can offer clients the widest range of investment solutions. Its business is asset management and it has investment teams networked across more than 15 cities across the world, connected by investment hubs in London, New York, Tokyo and Hong Kong. With assets under management of $1.71 trillion*, it is one of the largest asset and wealth managers in the world.
*Source: J.P. Morgan, September 2018.
JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority.
