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JPM Europe Equity Plus A (perf) Acc EUR

Ranked 388 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

At least 67% of the Sub-Fund's assets will be invested, either directly or through the use of financial derivative instruments, in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. The Sub-Fund uses a 130/30 strategy, buying securities considered undervalued or attractive and selling short securities considered overvalued or less attractive, using financial derivative instruments where appropriate.

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

Performance

Europe over : 31/03/2017 - 31/03/2018
  • Rank 388/1001 Total Return
  • Rank 158/1001 Standard Deviation
  • Rank 423/1001 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5%
2017 26.2% 7.1% 8.1% 6.0% 2.8%
2016 -4.0% -4.9% -6.2% 7.5% 0.2%
2015 3.4% 4.5% 1.4% -6.6% 4.4%
2014 -3.0% 5.1% 1.6% -6.3% -3.0%
2013 35.1% 6.3% 1.3% 13.0% 11.0%
2012 26.7% 10.3% -5.6% 11.0% 9.6%
2011 -7.4% 11.2% 0.6% -24.3% 9.4%
2010 15.4% 1.2% -13.5% 21.3% 8.8%
2009 43.3% -11.1% 27.9% 22.1% 3.1%
2008 -52.5% -6.6% -4.2% -27.7% -26.7%
2007 -0.6% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/06/2007
  • Share Class size1,422Mn
  • Base currencyUSD
  • ISIN LU0289089384

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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