Joroen Huysinga has been working within the funds industry for almost two decades and began his career as a graduate trainee with Lloyds Bank in 1986. The Warwick University graduate then became a UK analyst for British Steel Pension Funds and would remain there until 1995. Huysinga then had a two-year stay at Lombard Odier as a portfolio manger for Japanese equity, but for the last nine years he has managed for JP Morgan. Born in Deeventer, Netherlands, in 1964, Huysinga holds a BA in Economics & International studies and is an associate of the Institute of Investment Management & Research. His interests include rugby and soccer.
Georgina Perceval Maxwell is a managing director and senior portfolio manager in the Global Equity team at JP Morgan Asset Management based in London. She joined the firm in 1997 and prior to this, Georgina was a senior investment manager with Lombard Odier Ltd where she managed Asia ex-Japan portfolios for North American and European institutional clients. Georgina graduated from Edinburgh University with an MA in History.
Helge Skibeli has 23 years of investment experience. He currently works at JP Morgan where he has worked for 20 years. He is currently a portfolio manager and the director of research. Prior to this role he was head of research for Asia as well as a research analyst. He has an MBA in Finance from the University of Wisconsin.
To provide long-term capital growth by investing primarily in companies, globally, that generate high and rising income.At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies that generate high and rising income. Issuers of these securities may be located in any country, including emerging markets. The Sub-Fund's portfolio is concentrated in approximately 40 to 90 companies.
Rank 8/35 Total Return
Rank 29/35 Standard Deviation
Rank 17/35 Max Drawdown
|6||Schroder ISF Global Dividend Maximiser A Acc||EUR||
|7||PIMCO GIS RAE Fndm Gl Dev E USD Acc||EUR||
|8||JPM Global Dividend A Acc USD||EUR||
|9||Invesco Global Equity Income A Acc USD||EUR||
|10||Templeton Global Equity Income A (Mdis) USD||EUR||
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|27||Schroder ISF Global Equity Yield A Acc||EUR||
|28||Legg Mason ClearBridge Tct Div Inc A Acc USD||EUR||
|29||JPM Global Dividend A Acc USD||EUR||
|30||Invesco Global Equity Income A Acc USD||EUR||
|31||Kempen (Lux) Global High Dividend I||EUR||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date28/11/2007
- Share Class size16Mn
- Base currencyUSD
- Min. initial investment35,000
- Min. regular additional investment0
- Annual management1.50%
- Initial investment1.5