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UWS JP Morgan Global (ex-UK) B (0P0000IU54.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
119.78-0.54 (-0.45%)
At close: 09:00PM BST

UWS JP Morgan Global (ex-UK) B



Navan Business Park

Management Information
,Lead Manager since August 31, 2009
David Tan, managing director, is the head of the Global Rates team in the Global Fixed Income, Currency & Commodities (GFICC) group. In this role, he also serves as the lead portfolio manager in the International Fixed Income Group, managing government bond portfolios for institutional clients, in particular Central Banks and Sovereign Wealth Funds, as well as our range of Government Bond Funds. An employee since 1997, he previously worked in the Singapore office. David has also worked for six years at the UK Treasury as an economic adviser in the Debt and Reserves Management Division. Before this, David worked in the fixed income markets with Morgan Guaranty Trust in Singapore. David obtained an M.A. in economics from the University of Cambridge and an M.Sc. in economics from the London School of Economics.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

Fund FamilyUtmost Wealth Solutions
Net Assets76.01M
YTD Return-1.67%
Morningstar RatingN/A1
Inception DateAug 5, 2008

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0000IU54.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A