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JPM Europe Equity A Dis EUR

Ranked 282 out of 1001 in - Europe over 12 months
All calculations are in USD unless stated

Managed by

Philippa Clough

Philippa Clough is a vice president and portfolio manager in the European Equities group at JP Morgan Asset Management. She joined the firm in 2010 and prior to this she completed an M&A and Strategic Advisory internship with the Financial Institutions group team at Lazard. Philippa graduated from Oxford University in Mathematics and is a CFA charterholder.

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.

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 : 31/03/2017 - 31/03/2018
  • Rank 282/1001 Total Return
  • Rank 245/1001 Standard Deviation
  • Rank 638/1001 Max Drawdown
Fund Name Currency Risk
245 OP- Eurooppa Osinkoyhtiot A USD

10.7

245 JPM Europe Equity A Dis EUR USD

10.7

245 Fructi Actions Europe USD

10.7

Fund Name Currency Loss
638 JPM Europe Equity A Dis EUR USD

-7.3%

638 Caixabank Bolsa Seleccion Europa Estandar, FI USD

-7.3%

638 Epsilon QValue USD

-7.3%

638 Danske Invest Europa Akk kl DKK h

Currency exposure is hedged

Currency exposure is hedged

DKK

-7.3%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8%
2017 28.8% 8.0% 8.7% 6.0% 3.5%
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 18.4% 2.4% 7.1% 4.1% 3.8%
1994 0.5% -0.1% -1.9% 5.8% -3.1%
1993 33.2% 5.2% 5.6% -0.5% 20.5%
1992 -7.5% -2.1% 5.9% -4.5% -6.5%
1991 7.9% 1.3% -4.1% 9.0% 1.8%
1990 -0.5% 4.3% 8.5% -17.6% 6.7%
1989 31.5% 2.4% 6.0% 12.5% 7.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Ireland
  12. Italy
  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 size163Mn
  • Base currencyUSD
  • ISIN LU0053685029

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1

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