Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

JPM Europe Dynamic ex-UK

Ranked 74 out of 129 in - Europe Excluding UK over 12 months
All calculations are in USD unless stated

Managed by

Blake Crawford

Blake Crawford is a portfolio manager at J.P. Morgan Asset Management. An employee since 2008, Blake previously worked at Man Investments. Prior to that, he worked as a financial regulatory accountant at Wachovia and before that, he worked in financial institutions support at Barclays Capital. Blake obtained a BSc in Economics from the University of Bath. Blake is a CFA charterholder.

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 Continental European equities. Continental European Equities are those issued by companies that are incorporated under the laws of, and have their registered office in, continental Europe, or that derive the predominant part of their economic activity from continental Europe, even if listed elsewhere. The Fund may invest in smaller companies.

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

Performance

Europe Excluding UK over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 27.1% 7.9% 9.8% 6.0% 1.2%
2016 -0.4% -4.1% -5.2% 7.6% 1.8%
2015 1.9% 4.4% 1.7% -6.6% 2.7%
2014 -5.3% 6.9% 0.0% -9.1% -2.5%
2013 39.5% 2.7% 3.2% 15.4% 14.0%
2012 27.5% 14.9% -9.2% 10.3% 10.8%
2011 -19.9% 3.8% 3.4% -26.9% 2.2%
2010 12.5% 0.9% -17.6% 20.0% 12.8%
2009 31.0% -17.5% 24.3% 24.9% 2.2%
2008 -47.3% -10.4% -1.3% -24.2% -21.4%
2007 21.4% 6.0% 11.5% 3.1% -0.3%
2006 49.0% 19.6% 2.7% 6.0% 14.5%
2005 21.8% 3.9% -0.2% 12.4% 4.5%
2004 15.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date30/09/2004
  • Share Class size131Mn
  • Base currencyGBP
  • ISIN GB00B02L5M76

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment0

Related News

Chile approves new emerging market strategies

The latest monthly report shows the CCR has added five new funds to their approved list, including a newly launched Investec strategy.

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