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JPM Europe Strategic Growth

Ranked 104 out of 1001 in - Europe over 12 months
All calculations are in USD unless stated

Managed by

Michael Barakos

Michael Barakos joined JP Morgan Asset Management as an investment analyst in 1999, having earned a bachelor’s degree in economics from the London School of Economics. He was appointed European investment manager in 2000 and currently co-manages a variety of funds, applying a bottom-up investment style to the UK-domiciled JPM UK Equity and JPM UK Strategic Value funds and the Luxembourg-domiciled JPM Europe Strategic Value and JPM Europe Strategic Growth funds. Born in 1977, Barakos gained early experience of the financial world by working as a risk management accountant for the European Bank for Reconstruction and Development’s treasury department from 1995 to 1996. He followed this with internships at Sigma Securities in Athens and at Deutsche Asset Management before joining JP Morgan. Away from the office he is a keen tennis player and follows the fortunes of Liverpool football Club.

Ben Stapley

Ben Stapley is a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2002, Ben worked in a product development role for 5 years before joining the European Equity Group. Ben sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on growth mandates. He is currently lead manager on a number of funds. He graduated at the University of Nottingham and holds a BA degree in Economics. Ben is a holder of the Investment Management Certificate and is a CFA charterholder.

Objective

To provide long-term capital growth by investing primarily in a growth style based portfolio of European companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in a growth style biased portfolio of 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

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2%
2017 33.1% 9.0% 9.3% 7.6% 3.9%
2016 -3.4% -2.8% -1.7% 7.2% -5.8%
2015 9.4% 6.4% 2.2% -4.7% 5.6%
2014 -1.4% 6.9% 0.7% -7.7% -0.9%
2013 36.7% 7.9% 1.5% 12.3% 11.2%
2012 22.7% 12.2% -5.2% 8.2% 6.7%
2011 -17.4% 5.1% 1.0% -25.1% 3.9%
2010 21.5% 1.4% -11.8% 24.2% 9.4%
2009 29.5% -12.1% 21.1% 18.5% 2.6%
2008 -51.0% -8.1% -1.8% -27.8% -24.9%
2007 12.8% 6.1% 6.7% 1.0% -1.3%
2006 38.3% 15.3% 0.5% 3.2% 15.8%
2005 13.9% 1.7% -0.5% 10.5% 1.8%
2004 21.7% 4.8% 0.0% 0.2% 15.9%
2003 38.2% -6.7% 19.8% 6.0% 16.7%
2002 -15.0% -0.2% -4.1% -15.0% 4.6%
2001 -26.0% -17.4% -4.6% -16.6% 12.6%
2000 -8.9% -4.2% -4.3%

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. Hungary
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Peru
  19. Poland
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date14/02/2000
  • Share Class size237Mn
  • Base currencyUSD
  • ISIN LU0107398538

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).