JPMorgan Glb Rsrch Enhncd Idx Eq Fd Performance Review | News

What is the JPMorgan Glb Rsrch Enhncd Idx Eq Fd fund?

JPMorgan Global Research Enhanced Index Equities Fund aims to achieve a long-term return in excess of the Benchmark by investing primarily in a portfolio of companies, globally, the risk characteristics of the portfolio of securities held by the Underlying Sub-Fund will resemble the risk characteristics of the portfolio of securities held in the Benchmark. The Fund will substantially invest in the Underlying Sub-Fund.

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Growth of $1000 Investment Over Time

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Latest News & Updates For JPMorgan Glb Rsrch Enhncd Idx Eq Fd

JPMorgan Glb Rsrch Enhncd Idx Eq Fd Fund Commentary November 30, 2022

•Stock selection was positive in 8 of the 19 sectors in our internal sector classification scheme this month.
•An overweight position in Netflix, an online subscription streaming service and production company, contributed to performance over the period. The company reported solid quarterly returns ahead of consensus estimates and guided to increased subscriber and revenue growth opportunities on the back of the ad-supported option launch in November.
•Not holding Amgen, an American multinational biopharmaceutical company, detracted from relative returns over the month. The company reported results ahead of consensus expectations, which were largely driven by its mature product Enbrel and good cost control.

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Product Snapshot

Performance Review
Product Overview
Peer Comparison
Product Details

Performance Review

Fund Name	Last Month ? Returns after fees in the most recent (last) month).	3 Months Return ? Returns after fees in the most recent 3 months.	1 Year Return ? Trailing 12 month returns.	3 Years Average Return ? Average Annual returns from the last 3 years.	Since Inc. Average Return ? Average (annualised) returns since inception	1 Year Std. Dev. (Annual) ? The standard deviation (or annual volatility) of the last 12 months.	3 Years Std. Dev. (Annual) ? The average standard deviation (or annual volatility) from the last 3 years.	Since Inc. Std. Dev. (Annual) ? The average standard deviation (or annual volatility) since the fund inception.	1 Year Max Drawdown ? The maximum drawdown in the last 12 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.	3 Year Max Drawdown ? The maximum drawdown in the last 36 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.	Since Inc. Max Drawdown ? The maximum drawdown since inception - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
JPMorgan Glb Rsrch Enhncd Idx Eq Fd	-13.68%	-8.45%	-18.34%	3.55%	7.31%	18.14%	15.59%	13.38%	-23.8%	-23.8%	-23.8%

Product Overview

Fund Name	APIR Code ? A Product Code is unique a identifier code issued by a group or governing body, to reference products in a large group. For an example, APIR codes are commonly used for Funds and Ticker codes are commonly used for Securities such as ETFs and Stocks.	Structure ?	Asset Class ? An Asset Class breakdown provides the percentages of core asset classes found within a mutual fund, exchange-traded fund, or another portfolio. Asset classes (in microeconomics and beyond) generally refer to broad categories such as equities, fixed income, and commodities.	Asset Category ? An Asset Category is a grouping of investments that exhibit similar characteristics and are subject to the same laws and regulations. Asset categories (or a sub-asset class) are made up of instruments which often behave similarly to one another in the marketplace, looking down to the Asset Category level is important if looking to build a diversified portfolio.	Peer Benchmark Name ? A Peer Index (benchmark) refers to a peer group of investment managers who have the same investment style or category. It is used to compare the performance of one manager to their peer group, which makes it simpler for investors to choose between the vast number of investment managers.	Broad Market Index ? A Market Index (benchmark) refers to a hypothetical portfolio of investments that represents a segment, asset or category of an investable market. Market Indices are used to benchmark managers performance, to assist their style reliability and ability to provide excess returns.	FUM ? Funds/Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management definitions and formulas vary by company.	Management Fee ? A management fee is a charge levied by an investment manager for managing an investment fund. The management fee is intended to compensate the managers for their time and expertise for selecting finanical products and managing the portfolio.	Performance Fee ? A performance fee is a payment made to an investment manager for generating positive returns. This is as opposed to a management fee, which is charged without regard to returns. A performance fee can be calculated many ways. Most common is as a percentage of investment profits, often both realized and unrealized. It is largely a feature of the hedge fund industry, where performance fees have made many hedge fund managers among the wealthiest people in the world.	Spread ? A spread can have several meanings in finance. Basically, however, they all refer to the difference between two prices, rates or yields. In one of the most common definitions, the spread is the gap between the bid and the ask prices of a security or asset, like a stock, bond or commodity. This is known as a bid-ask spread.
JPMorgan Glb Rsrch Enhncd Idx Eq Fd	PER0719AU	Managed Funds	Foreign Equity	Large Blend - Fundamental	Foreign Equity - Large Fundamental Index	Developed -World Index	17.32 M	0.2%	0.00%	0%

Peer Comparison

Fund Name	Peer Index Name ? A group of individuals who share similar characteristics and interests are called peer groups. Peer group analysis is an essential part of assessing a price for a particular stock in investment research. The emphasis here is on making a comparison, meaning that the peer group constituents should be more or less identical to the company being examined, especially in terms of their main business and market capitalization areas.	12 Months Excess Return ? Excess returns are an important metric that helps an investor to gauge performance in comparison to other investment alternatives. In general, all investors hope for positive excess return because it provides an investor with more money than they could have achieved by investing elsewhere.	Excess Return Annualised Since Inception ? Excess returns are an important metric that helps an investor to gauge performance in comparison to other investment alternatives. In general, all investors hope for positive excess return because it provides an investor with more money than they could have achieved by investing elsewhere.	12 Months Alpha ? Alpha is used in finance as a measure of performance, indicating when a strategy, trader, or portfolio manager has managed to beat the market return over 12 months. Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index or benchmark that is considered to represent the market’s movement as a whole.	Alpha Annualised Since Inception ? Alpha is used in finance as a measure of performance, indicating when a strategy, trader, or portfolio manager has managed to beat the market annualized since inception. Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index or benchmark that is considered to represent the market’s movement as a whole.	12 Months Beta ? Rolling 12Month Beta is a measure of the volatility—or systematic risk—of a security or portfolio compared to the market as a whole. Beta is used in the capital asset pricing model (CAPM), which describes the relationship between systematic risk and expected return for assets (usually stocks).	Beta Annualised Since Inception ? Beta is a measure of the volatility—or systematic risk—of a security or portfolio compared to the market as a whole. Beta is used in the capital asset pricing model (CAPM), which describes the relationship between systematic risk and expected return for assets (usually stocks).	12 Months Tracking Error ? 12Month Tracking error is the difference in actual performance between a position (usually an entire portfolio) and its corresponding benchmark over the last 12 months. The tracking error can be viewed as an indicator of how actively a fund is managed and its corresponding risk level. Evaluating a past tracking error of a portfolio manager may provide insight into the level of benchmark risk control the manager may demonstrate in the future.	Tracking Error Since Inception ? Since Inception tracking error is the difference in actual performance between a position (usually an entire portfolio) and its corresponding benchmark since inception. The tracking error can be viewed as an indicator of how actively a fund is managed and its corresponding risk level. Evaluating a past tracking error of a portfolio manager may provide insight into the level of benchmark risk control the manager may demonstrate in the future.	12 Months Correlation ? Correlation, in the finance and investment industries, is a statistic that measures the degree to which two securities move in relation to each other. Correlations are used in advanced portfolio management, computed as the correlation coefficient, which has a value that must fall between -1.0 and +1.0.	Correlation Since Inception ? Correlation, in the finance and investment industries, is a statistic that measures the degree to which two securities move in relation to each other. Correlations are used in advanced portfolio management, computed as the correlation coefficient, which has a value that must fall between -1.0 and +1.0.
JPMorgan Glb Rsrch Enhncd Idx Eq Fd	Foreign Equity - Large Fundamental Index	-3.55%	-0.45%	0.2%	-0.09%	-0.09%	1.33	11.71%	5.23%	0.81	0.93

Product Details

Fund Name	Verifed by SMSF Mates	Manager Address	Phone	Website	Email
JPMorgan Glb Rsrch Enhncd Idx Eq Fd	Yes		-	https://www.jpmorganam.com.au/wps/portal/auec/ContactUs	-

Product Due Diligence

What is JPMorgan Glb Rsrch Enhncd Idx Eq Fd

JPMorgan Glb Rsrch Enhncd Idx Eq Fd is an Managed Funds investment product that is benchmarked against Developed -World Index and sits inside the Foreign Equity - Large Fundamental Index. Think of a benchmark as a standard where investment performance can be measured. Typically, market indices like the ASX200 and market-segment stock indexes are used for this purpose. The JPMorgan Glb Rsrch Enhncd Idx Eq Fd has Assets Under Management of 17.32 M with a management fee of 0.2%, a performance fee of 0.00% and a buy/sell spread fee of 0%.

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Historical Performance Commentary

Performance Commentary - October 31, 2022

Performance Commentary - September 30, 2022

Performance Commentary - July 31, 2022

Performance Commentary - June 30, 2022

Performance Commentary - May 31, 2022

Performance Commentary - April 30, 2022

Performance Commentary - December 31, 2021

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JPMorgan Glb Rsrch Enhncd Idx Eq Fd (PER0719AU) Report & Performance