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Private Bank Funds I - Access Balanced Fund (gbp) A (acc) (0P00012I3O)

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182.460 +3.810    +2.13%
08/05 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 457.58M
Type:  Fund
Market:  Luxembourg
Issuer:  JPMorgan Asset Management (Europe) S.à r.l.
ISIN:  LU0622328622 
Asset Class:  Equity
Private Bank Funds I Access Balanced Fund (GBP) 182.460 +3.810 +2.13%

0P00012I3O Overview

 
On this page you'll find an in-depth profile of Private Bank Funds I - Access Balanced Fund (gbp) A (acc). Learn about the key management, total assets, investment strategy and contact information of 0P00012I3O among other information.
Category

GBP Moderate Allocation

Total Assets

457.58M

Expenses

1.45%

Inception Date

May 25, 2011

Investment Strategy

To achieve a total level of return in GBP in excess of global equity and debt markets by investing primarily in a diversified portfolio of UCITS and other UCIs and using financial derivative instruments where appropriate.

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 - 2015 2020
Renato Iversson - 2015 2020
Michel Perera Portfolio Manager 2011 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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