TAMA

Emerging Markets Opportunities Fund (JP Morgan)

The Emerging Markets Opportunities Fund (JP Morgan) is a unit linked fund that gives you the opportunity to participate in the performance of companies in emerging markets. To achieve this, it invests in the JP Morgan Emerging Markets Opportunities Fund.

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 rating: 6

Who should invest in the fund?

  • Suitable for investors who are comfortable with a high level of risk.
  • Appeals to investors with a medium to long-term investment horizon.

Find out if this fund is available for your product choice (PDF - 278 KB)

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 use financial derivative instruments for the purposes of hedging and efficient portfolio management.

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.

Asset Split**

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 monthly.

Why JP Morgan?

JP 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 $1.5 trillion*, it is one of the largest asset and wealth managers in the world.

*Source: JP Morgan, September 2013.

JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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