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JPM US Equity Plus A Acc USD

Ranked 292 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Shudong Huang

Shudong Huang is an executive director and a senior portfolio manager of the US Behavioural Finance Equity group, responsible for the US Dynamic Plus strategy at JP Morgan Asset Management. Prior to this he worked at Banc One Investment Advisors. Shudong graduated from Eastern Illinois University with an MA in Economics and from the University of Texas in Arlington with an MA in IT. He is a CFA charterholder, a member of the CFA Institute and a member of the Columbus Society of Financial Analysts.

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.

Objective

At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) 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, the US. The portfolio will be managed aggressively. To enhance investment returns, 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

US over : 31/10/2016 - 31/10/2017
  • Rank 292/877 Total Return
  • Rank 706/877 Standard Deviation
  • Rank 661/877 Max Drawdown
Fund Name Currency Return
290 Inside USA USD

23.1%

290 Etoile Actions US C USD

23.1%

292 JPM US Equity Plus A Acc USD USD

23.0%

292 Dimensional US Core Equity USD Acc USD

23.0%

294 Leith Wheeler US EquitySeries B USD

23.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.5% 1.1% 5.4%
2016 6.7% -3.0% 0.3% 2.9% 6.6%
2015 -0.9% -3.1% 2.5% -8.9% 9.5%
2014 16.6% 2.3% 4.5% 1.2% 7.8%
2013 34.6% 13.3% 4.2% 2.3% 11.6%
2012 11.0% 12.3% -3.0% 5.6% -3.5%
2011 -1.6% 3.9% 0.1% -15.2% 11.6%
2010 8.3% 3.0% -14.2% 11.2% 10.2%
2009 39.3% -7.9% 20.0% 18.5% 6.4%
2008 -39.0% -11.9% -1.9% -12.3% -19.5%
2007 -2.3%

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. Iceland
  11. Ireland
  12. Italy
  13. Jersey
  14. Liechtenstein
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date01/08/2007
  • Share Class size26Mn
  • Base currencyUSD
  • ISIN LU0289218454

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).