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JPM Euroland Equity D Acc EUR

Ranked 7 out of 12 in - EuroZone over 12 months
All calculations are in EUR unless stated

Managed by

Nicholas Horne

Nicholas Horne is a portfolio manager and head of research in the J.P. Morgan Asset Management European Equity Group. An employee since 2006, he did his investment banking internship at the M&A Group at Trenwith Securities. Before that, he did an internship in private wealth management at Smith Barney. Nick holds a BSM in finance and international relations from Tulane University, and an MSc in politics of the world economy from the London School of Economics. Nick is a CFA charterholder.

Stephen Macklow-Smith

Stephen Macklow-Smith works as the strategist within the J.P. Morgan Asset Management European equity group, as well as being a senior portfolio manager responsible for Core portfolios and the JP Morgan European Investment Trust. An employee since 1997, Stephen was previously head of the European team at HSBC Asset Management. Prior to this, he was a fund manager of European pension fund assets at Henderson Administration. Stephen obtained an M.A. in Classics and Modern Languages from Oxford University.

Richard Webb

Richard Webb was born in 1963 in the United Kingdom. He gained a BA (Hons) in Modern History and Politics from the University of Durham and an MA in European Management at Cranfield School of Management. Richard began his career in 1987 as an investment analyst at Carnegie International. From 1990 to 1995, he worked for Royal Insurance Asset Management as an investment manager, progressing to Head of European and International Equities. In 1995, Richard joined JP Morgan Asset Management and is currently co-manager (with Alexander Fitzalan-Howard) of the JPM France Selection and JPM Germany Equity. His investment strategy is bottom up, value and growth.

Objective

To provide long-term capital growth by investing primarily in companies of countries which are part of the Eurozone (the 'Euroland Countries'). At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a Euroland Country.

Showing fund performance in Poland View performance globally

Performance

EuroZone over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.9%
2016 1.6% -7.7% -3.8% 5.9% 8.0%
2015 12.7% 19.2% -4.4% -7.6% 7.0%
2014 4.6% 4.8% 1.4% -2.3% 0.8%
2013 26.5% 4.6% 0.4% 10.0% 9.6%
2012 20.3% 9.9% -6.0% 9.4% 6.5%
2011 -20.7% 2.7% -0.6% -25.9% 4.8%
2010 5.6% -0.3% -7.5% 9.2% 4.8%
2009 27.4% -15.5% 23.5% 17.4% 4.0%
2008 -49.9% -17.3% -4.3% -16.5% -24.2%
2007 0.7% 2.9% 7.4% -5.3% -3.8%
2006 23.8% 12.6% -4.3% 6.3% 8.0%
2005 26.7% 5.7% 6.8% 8.6% 3.5%
2004 15.4% 4.8% 2.6% -0.4% 7.8%
2003 17.6% -11.0% 17.4% 0.6% 11.8%
2002 -29.9% 0.9% -13.2% -22.1% 2.9%
2001 -19.1% -12.1% -0.1% -19.0% 13.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date13/10/2000
  • Share Class size19Mn
  • Base currencyEUR
  • ISIN LU0117858166

Purchase Info

  • Min. initial investment4,500
  • 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 the currency and currencies indicated).