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JPM US Equity A Acc USD

Ranked 247 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Jason Alonzo

Jason Alonzo is a member of portfolio management team for the JPMorgan Intrepid Funds and JPMF US Dynamic Fund. An employee since 2000, Jason previously worked as an investment assistant in the US Equity group, and prior to that as an analyst in the Internal Consulting Services program, completing assignments in Corporate Technology, Lab Morgan, Credit Derivatives, and ultimately the US retail equity group. Jason holds a B.S. in management & technology from Rensselaer Polytechnic Institute and is a CFA Level II candidate

Dennis Ruhl

Dennis Ruhl is the Chief Investment Officer of the U.S. Behavioral Finance Equity Group at JP Morgan Asset Management. A member of the team since 2001, Ruhl also acts as a portfolio manager and leads the group's quantitative research effort. An employee since 1999, Ruhl previously worked on quantitative equity research (focusing on trading) as well as business development. Ruhl holds dual bachelor's degrees in mathematics and computer science and a master's degree in computer science, all from MIT. He is the former New York and National Chair of the Board of Minds Matter, a non-profit mentoring organization, and is also a board member of the MIT Club of New York and regional vice chair of the MIT Educational Council. Ruhl is a CFA charterholder.

Pavel Vaynshtok

Pavel Vaynshtok is a senior portfolio manager of the U.S. Behavioral Finance Equity Group responsible for the intrepid strategies at J.P Morgan Asset Management. He rejoined the firm in 2011. Previously Pavel was a portfolio manager and the head of quantitative research at ING Investment Management where he managed fundamental and quantitative equity portfolios and led quantitative research team in conducting research for all ING equity strategies in the U.S. From 1999 until 2002, Pavel was a portfolio manager and a quantitative research analyst in J.P.Morgan’s U.S. Behavioral Finance Small Cap Equity Group. Pavel started his career at Accenture where he was a senior consultant in the financial services practice. Pavel earned his M.B.A. in finance from the University of Michigan Business School and a B.S. in operations research and economics from the Columbia University School of Engineering and Applied Science. Pavel is a CFA charterholder.

Objective

To maximise long-term capital growth by investing primarily in an actively managed portfolio of medium to large capitalisation US companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of medium to large capitalisation companies that are domiciled in, or carrying out the main part of their economic activity in, the US.

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

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 247/877 Total Return
  • Rank 582/877 Standard Deviation
  • Rank 603/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.9% 2.2% 4.9%
2016 6.1% -0.9% -0.2% 1.5% 5.8%
2015 -2.8% -1.4% 1.3% -8.8% 6.7%
2014 14.1% 1.5% 4.8% -0.3% 7.6%
2013 34.2% 13.2% 3.4% 4.0% 10.4%
2012 12.6% 12.5% -2.7% 6.4% -3.4%
2011 -0.9% 6.5% 0.4% -17.1% 11.8%
2010 11.7% 5.5% -15.2% 11.6% 11.9%
2009 28.1% -10.7% 16.6% 14.5% 7.4%
2008 -38.6% -10.1% -3.4% -10.7% -20.9%
2007 2.6% 0.6% 5.7% -0.2% -3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date27/12/2006
  • Share Class size61Mn
  • Base currencyUSD
  • ISIN LU0278557920

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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