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JPM Euroland Dynamic A (perf) Acc EUR

Ranked 106 out of 420 in - EuroZone over 12 months
All calculations are in USD unless stated

Managed by

John Baker

Born in 1972 in Cork, Ireland, John Baker obtained a BA in Modern Languages and Business Studies from the University College Cork, Ireland. He joined JP Morgan in 1994 as an investment administrator and went on to become portfolio manager from 1995 to 1999. He is currently vice president and portfolio manager within the European Equity Group High Alpha Team. His investment strategy is bottom up, best of value or best of growth of the fund. He enjoys horseracing as means of relaxing when he is not working.

Jonathan Ingram

Jonathan Ingram was born in 1978 and attended Oxford University where he obtained an M.Eng (Hons) in Natural Sciences (Metallurgy). Jonathan began his career in JP Morgan Asset Management (2000-2003) working as a quantitative investment analyst in the currency group. In 2003, he became analyst and portfolio manager in the European High Alpha Team at JP Morgan Asset Management. In 2007, he was appointed head of the team and he is currently portfolio manager of the JPM Europe Fund, JPM Europe Dynamic ex UK and JPM UK Dynamic Fund. Jonathan’s investment style focuses on a bottom up, best of value and best of growth strategy. He is a Certified Financial Analyst.

Anis Lahlou-Abid

Anis Lahlou graduated from the French Grande Ecole ESSEC in Paris and is a CFA Charterholder. He joined JP Morgan upon graduation in 2000 as an analyst in the investment banking division and went on to become portfolio manager in the European equities group after transferring to Asset Management in 2005. He is currently managing director and portfolio manager within the unconstrained high alpha team, managing high tracking error long only European funds (“Dynamic funds”) and two equity long/short funds. His investment strategy relies on bottom up stock picking focused on growth, value and quality. Anis enjoys surfing and kickboxing as means of relaxing when he is not working.

Objective

To maximise long-term capital growth by investing primarily in an aggressively managed portfolio of companies of countries which are part of the Euro-zone ('Euroland Countries'). At least 75% of the Sub Fund's net assets will be invested in equity securities (excluding convertible securities, index and participation notes and equity linked notes) of companies that are domiciled in a Euroland Country. The Sub-Fund may invest to a limited extent in companies from other European countries.

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

Performance

EuroZone over : 31/12/2016 - 31/12/2017
  • Rank 106/420 Total Return
  • Rank 115/420 Standard Deviation
  • Rank 36/420 Max Drawdown
Fund Name Currency Return
104 Fox Selection USD

29.3%

105 Vega France Opportunites RC USD

29.1%

106 JPM Euroland Dynamic A (perf) Acc EUR USD

29.1%

107 ABN AMRO Euro Sustainable Equities NC USD

29.1%

108 Finovaleur A2 USD

29.1%

Fund Name Currency Loss
35 Belharra Euro R USD

-0.6%

36 JPM Euroland Dynamic A (perf) Acc EUR USD

-0.6%

37 CNP Actions EMU LF A USD

-0.6%

37 LBPAM Actions Value Euro USD

-0.6%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 29.1% 6.9% 10.3% 7.6% 1.8%
2016 -3.1% -4.9% -6.6% 9.1% 0.0%
2015 0.0% 5.5% 0.1% -7.1% 1.9%
2014 -6.7% 7.4% -0.2% -10.2% -3.1%
2013 40.6% 1.9% 3.4% 16.1% 14.9%
2012 28.0% 16.1% -10.2% 10.7% 10.9%
2011 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Curacao
  4. Denmark
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hungary
  11. Ireland
  12. Italy
  13. Jersey
  14. Liechtenstein
  15. Luxembourg
  16. Norway
  17. Poland
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date20/09/2011
  • Share Class size406Mn
  • Base currencyUSD
  • ISIN LU0661985969

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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