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Save & Prosper Global Equity

3 FE Trustnet

FE Crown Rating

Fund Objective

To provide capital growth through an actively-managed portfolio invested selectively in open-ended investment Companies or other JPM funds.

Fund Manager

Katy Thorneycroft

Fund Manager




Primary Asset Class

Fund Size

GBP 52.46m as at 18-Aug-2017

Unit Name

Save & Prosper Global Equity





Initial Charge


Unit Currency




Annual Charge



GBX 1067.40


GBX 1123.60

Change (Offer)

-2.00 (-0.19%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 8.27 4.46 4.77 15.77 42.76 83.53
Sector 7.99 3.49 4.70 13.99 40.18 72.79

Discrete Performance (%)

  2016 2015 2014 2013 2012
Fund 19.19 3.63 9.75 21.54 10.02
Sector 20.46 3.00 6.42 18.47 10.07

Asset Allocation (estimated from fund's sector average)

breakdown chart
  Asset Class % of Fund
North American Equities 42.30
European Equities 18.40
Asia Pacific Equities 15.00
UK Equities 12.20
International Equities 6.70
Equities 2.50
Money Market 2.40
Others 0.50

Regional Breakdown

No breakdown data available.

Sector Breakdown

No breakdown data available.

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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