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JPM US Equity Plus A Acc USD

Ranked 439 out of 889 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

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 : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 19.5% 4.5% 1.1% 5.4% 7.3%
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. Curacao
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Iceland
  12. Ireland
  13. Italy
  14. Jersey
  15. Liechtenstein
  16. Luxembourg
  17. Netherlands
  18. Norway
  19. Spain
  20. Sweden
  21. Switzerland
  22. 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 investment1.5

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