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JPM Europe Equity A Dis EUR

Ranked 245 out of 1003 in - Europe over 12 months
All calculations are in USD unless stated

Managed by

Alexander Fitzalan-Howard

Alexander Fitzalan Howard was born in 1964 in the United Kingdom. He gained a degree in Modern History from Oxford University and kicked off his career as a research analyst at Flemings in 1986. At Flemings, Alexander specialized in financial and media sectors and also product development and capital markets. In 1992, he opened Flemings office in Prague and was fund manager and head of the portfolio US management team. He joined JP Morgan in 1999 and currently manages the JPM France Selection fund. Alexander focuses on a bottom up, value and growth strategy for his funds.

Nicholas Horne

Nicholas Horne is a portfolio manager and head of research in the J.P. Morgan Asset Management European Equity Group. An employee since 2006, he did his investment banking internship at the M&A Group at Trenwith Securities. Before that, he did an internship in private wealth management at Smith Barney. Nick holds a BSM in finance and international relations from Tulane University, and an MSc in politics of the world economy from the London School of Economics. Nick is a CFA charterholder.

Stephen Macklow-Smith

Stephen Macklow-Smith works as the strategist within the J.P. Morgan Asset Management European equity group, as well as being a senior portfolio manager responsible for Core portfolios and the JP Morgan European Investment Trust. An employee since 1997, Stephen was previously head of the European team at HSBC Asset Management. Prior to this, he was a fund manager of European pension fund assets at Henderson Administration. Stephen obtained an M.A. in Classics and Modern Languages from Oxford University.

Objective

To provide long-term capital growth by investing primarily in European companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country.

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

Performance

Europe over : 31/07/2016 - 31/07/2017
  • Rank 245/1003 Total Return
  • Rank 79/1003 Standard Deviation
  • Rank 148/1003 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.0% 8.7%
2016 -3.6% -4.4% -4.3% 5.6% -0.2%
2015 1.8% 4.1% 0.9% -7.0% 4.3%
2014 -5.6% 4.9% 1.5% -7.4% -4.3%
2013 31.0% 6.2% 0.1% 12.2% 9.9%
2012 21.0% 10.2% -6.2% 9.6% 6.8%
2011 -15.4% 7.2% 1.0% -26.2% 5.9%
2010 7.3% -2.3% -14.9% 22.1% 5.7%
2009 34.9% -15.3% 28.4% 20.4% 3.0%
2008 -51.9% -8.8% -3.5% -25.4% -26.8%
2007 5.5% 3.4% 6.3% -1.2% -2.8%
2006 35.0% 12.4% 2.4% 4.7% 12.1%
2005 11.5% 2.5% -1.7% 7.7% 2.9%
2004 21.6% 2.7% 1.6% 1.7% 14.6%
2003 40.9% -7.9% 22.8% 5.0% 18.7%
2002 -12.1% 2.3% -2.3% -19.2% 9.0%
2001 -20.8% -15.8% -2.8% -10.6% 8.3%
2000 -2.3% 6.1% -4.1% -5.4% 1.5%
1999 14.8% -4.1% -1.7% -0.9% 22.9%
1998 20.5% 17.7% 5.7% -17.6% 17.5%
1997 18.6% 5.4% 7.4% 7.2% -2.3%
1996 24.8% 6.5% 3.7% 2.9% 9.8%
1995 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/12/1988
  • Share Class size155Mn
  • Base currencyEUR
  • ISIN LU0053685029

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment5

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