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JPM US Equity All Cap A Acc USD

Ranked 168 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Timothy Parton

Timothy Parton is a portfolio manager in the U.S. Equity Group at JP Morgan Asset Management. An employee since 1986, Parton has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund. Parton holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Jonathan Simon

Jonathan Simon graduated from Oxford University with an MA in mathematics. He joined JP Morgan in 1980 where he started as an analyst in the London office and transferred to New York in 1983. Jonathan became a portfolio manager in 1987 and was the president of Robert Fleming’s US asset management operations from 1990 to 2000. He is currently the head of the US value team and manages a number of equity value funds. Jonathan has over 30 years of industry experience.

Objective

To provide long-term capital growth by investing primarily in a portfolio of US companies across all market capitalisations. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies of all sizes that are domiciled in, or carrying out the main part of their economic activity in, the US. The Sub-Fund may also invest in Canadian companies.

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.0% 4.5% 4.3%
2016 7.0% -2.9% 1.9% 3.9% 4.2%
2015 0.2% 1.6% 3.0% -9.2% 5.5%
2014 3.8% -2.1% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hungary
  10. Ireland
  11. Italy
  12. Jersey
  13. Liechtenstein
  14. Luxembourg
  15. Norway
  16. Poland
  17. Slovakia
  18. Spain
  19. Sweden
  20. Switzerland
  21. Taiwan
  22. United Kingdom

Fund Info

  • Launch date28/02/2014
  • Share Class size263Mn
  • Base currencyUSD
  • ISIN LU1033933612

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).