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JPM America Equity A Net Acc

Ranked 374 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Timothy Parton

Timothy Parton is a portfolio manager in the U.S. Equity Group at JP Morgan Asset Management. An employee since 1986, Parton has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund. Parton holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Jonathan Simon

Jonathan Simon graduated from Oxford University with an MA in mathematics. He joined JP Morgan in 1980 where he started as an analyst in the London office and transferred to New York in 1983. Jonathan became a portfolio manager in 1987 and was the president of Robert Fleming’s US asset management operations from 1990 to 2000. He is currently the head of the US value team and manages a number of equity value funds. Jonathan has over 30 years of industry experience.

Objective

To provide long term capital growth by investing primarily in a concentrated portfolio of Equity Securities of US companies. US companies are companies that are incorporated under the laws of, and have their registered office in, the US, or that derive the predominant part of their economic activity from the US, even if listed elsewhere. The Fund may also invest in Canadian companies

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 374/877 Total Return
  • Rank 617/877 Standard Deviation
  • Rank 767/877 Max Drawdown
Fund Name Currency Loss
765 Edelweiss US Value Equity Offshore Fd-Growth USD

-2.4%

766 CF Canlife North American B Acc USD

-2.5%

767 JPM America Equity A Net Acc USD

-2.5%

767 FDP US Dividend Equity Portfolio Sr A USD

-2.5%

767 Franklin Mutual Beacon A (acc) USD

Currency exposure is hedged

Currency exposure is hedged

USD

-2.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% 4.1% 3.9%
2016 7.6% -2.8% -3.2% 10.5% 3.5%
2015 3.1% 2.3% -1.3% -6.3% 9.0%
2014 4.1% 1.6% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date31/01/2014
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB00BGSHG957

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).