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JPM Europe Smaller Companies

Ranked 84 out of 227 in - European Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Jim Campbell

Scotsman Jim Campbell studied Economics and Law at Edinburgh University before entering the financial world. In 1988 he began a seven-year stint at Ivory & Sime where he worked as an investment manager for UK and European Smaller Companies. He subsequently switched to JP Morgan Asset Management in 1995. At JP Morgan, Campbell works closely with colleague Francesco Conte. The duo employ a mixture of bottom up, value and growth stock selection styles in their management of a selection of funds which includes the UK-domiciled JPM Europe Smaller Companies fund. They also claim responsibility for the JPM Europe Small Cap and JPM Europe Recovery SICAVs as well as a variety of segregated mandates. Campbell is a keen football fan who keeps fit with regular trips to the gym.

Francesco Conte

JP Morgan Asset Management’s European Smaller Companies specialist Francesco Conte has been managing funds for the group since joining in 1998. Conte began his career at specialist mergers and acquisitions boutique Ermgassen and Co. as an associate specialising in cross-border alliances. After a three-year stint he moved to Schroder Securities in 1993 taking on the role of lead sell-side analyst in the Italian equities team. At JP Morgan, Conte runs approximately €2 billion including the JPM Europe Small Cap fund. Born in Trapani, Italy, in 1966, Conte holds a degree in Economics with a focus on International Trade and Development from the London School of Economics. He keeps fit by running regularly and enjoys relaxing at the cinema or at home with a good book.

Edward Greaves

Objective

To provide long-term capital growth by investing primarily in European smaller companies. European smaller companies are companies that are incorporated under the laws of, and have their registered office in, Europe (excluding the UK), or that derive the predominant part of their economic activity from Europe (excluding the UK), even if listed elsewhere. Other instruments as permitted in the stated investment and borrowing powers of the Company including, but not limited to, fixed interest securities, cash and cash equivalents may be held on an ancillary basis, as appropriate

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

Performance

European Small & Medium Companies over : 30/11/2016 - 30/11/2017
  • Rank 84/227 Total Return
  • Rank 180/227 Standard Deviation
  • Rank 131/227 Max Drawdown
Fund Name Currency Return
82 Federal Multi PME USD

40.5%

83 Aktia Europe Small Cap D USD

40.4%

84 JPM Europe Smaller Companies A Acc USD

40.4%

85 AIM Europe Smallcaps USD

40.3%

86 Anthracite B USD

40.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.6% 10.6% 10.9%
2016 -4.2% -2.1% -4.1% 10.1% -7.3%
2015 21.9% 6.6% 3.6% 0.6% 9.7%
2014 -10.5% 6.4% -4.3% -14.1% 2.3%
2013 44.6% 4.8% 3.0% 18.5% 13.0%
2012 15.1% 10.4% -13.3% 11.2% 8.1%
2011 -26.4% 4.3% -1.0% -26.6% -2.8%
2010 24.0% 3.0% -14.1% 21.3% 15.6%
2009 43.6% -15.3% 29.2% 28.9% 1.8%
2008 -54.4% -6.3% -4.1% -29.3% -28.3%
2007 11.9% 11.1% 8.3% -2.8% -4.3%
2006 49.6% 23.9% -0.4% 2.2% 18.6%
2005 25.5% 7.0% 1.8% 16.1% -0.8%
2004 39.3% 6.3% 3.7% 4.0% 21.5%
2003 54.9% -5.9% 20.8% 12.6% 21.0%
2002 -7.0% 5.7% 4.5% -20.4% 5.6%
2001 -35.2% -21.0% -6.0% -21.2% 10.8%
2000 -0.7% 38.2% -17.4% -0.5% -12.6%
1999 63.9% -5.5% 5.4% 5.1% 56.5%
1998 27.4% 25.4% 12.3% -17.9% 10.2%
1997 4.1% 5.2% 0.7% 6.3% -7.6%
1996 31.9% 15.8% 9.1% -1.2% 5.7%
1995 -3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date09/02/1990
  • Share Class size125Mn
  • Base currencyGBP
  • ISIN GB0030881006

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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