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Private Bank Funds I - Access Capital Preservation Fund (usd) C (acc) (0P0000WHQG)

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146.760 -0.520    -0.35%
19/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 432.48M
Type:  Fund
Market:  Luxembourg
Issuer:  JPMorgan Asset Management (Europe) S.à r.l.
ISIN:  LU0742736886 
Asset Class:  Equity
Private Bank Funds I - Access Capital Preservation 146.760 -0.520 -0.35%

0P0000WHQG Overview

 
On this page you'll find an in-depth profile of Private Bank Funds I - Access Capital Preservation Fund (usd) C (acc). Learn about the key management, total assets, investment strategy and contact information of 0P0000WHQG among other information.
Category

USD Cautious Allocation

Total Assets

432.48M

Expenses

0.74%

Inception Date

May 23, 2012

Investment Strategy

To achieve a total level of return in USD in excess of global debt and equity markets by investing primarily in a diversified portfolio of UCITS and other UCIs and using financial derivative instruments where appropriate while seeking to preserve capital over the long term.

Contact Information

Address European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
Phone +352 34 101

Top Executives

Name Title Since Until
Anthony Hopkinson - 2019 Now
Nicolas Budry - 2019 2020
Renato Iversson - 2015 2019
Michel Perera Portfolio Manager 2012 2015
Biography Michel Perera, managing director, is an international offshore private banking portfolio manager, based at JPMorgan Private Bank, London;A JPMorgan Private Bank employee since 1997, Michel previously spent six years managing and advising on all asset classes for a Middle Eastern individual private investment office;Michel holds an MBA from Harvard and degrees from Ecole Superieure de Commerce de Paris and the Sorbonne.
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