JPM Europe Equity Plus A (perf) Acc EUR
Managed by
Michael Barakos
Michael Barakos joined JP Morgan Asset Management as an investment analyst in 1999, having earned a bachelor’s degree in economics from the London School of Economics. He was appointed European investment manager in 2000 and currently co-manages a variety of funds, applying a bottom-up investment style to the UK-domiciled JPM UK Equity and JPM UK Strategic Value funds and the Luxembourg-domiciled JPM Europe Strategic Value and JPM Europe Strategic Growth funds. Born in 1977, Barakos gained early experience of the financial world by working as a risk management accountant for the European Bank for Reconstruction and Development’s treasury department from 1995 to 1996. He followed this with internships at Sigma Securities in Athens and at Deutsche Asset Management before joining JP Morgan. Away from the office he is a keen tennis player and follows the fortunes of Liverpool football Club.
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.
Ben Stapley
Ben Stapley is a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2002, Ben worked in a product development role for 5 years before joining the European Equity Group. Ben sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on growth mandates. He is currently lead manager on a number of funds. He graduated at the University of Nottingham and holds a BA degree in Economics. Ben is a holder of the Investment Management Certificate and is a CFA charterholder.
Objective
At least 67% of the Sub-Fund's assets 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, a European country. 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.
Performance
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Rank 10/43 Total Return
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Rank 3/43 Standard Deviation
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Rank 4/43 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 8 | NN Sub Europejski Spolek Dywidendowych (L) | EUR | 18.5% |
| 9 | DNCA Invest Value Europe I | EUR | 17.2% |
| 10 | JPM Europe Equity Plus A (perf) Acc EUR | EUR | 16.3% |
| 11 | Nordea 1 - European Value BP EUR | EUR | 15.8% |
| 12 | JPM Europe Equity D Acc EUR | EUR | 15.5% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 1 | BPH FIO Akcji Rynkow Wschodzacych | EUR | 4.8 |
| 2 | WIOF Emerging Europe Performance A EUR | EUR | 5.3 |
| 3 | JPM Europe Equity Plus A (perf) Acc EUR | EUR | 5.8 |
| 4 | JPM Europe Equity D Acc EUR | EUR | 5.9 |
| 5 | JPM Europe Dynamic A Dis EUR | EUR | 6.3 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 2 | BPH FIO Akcji Rynkow Wschodzacych | EUR | -1.5% |
| 3 | Templeton European A (Ydis) USD | EUR | -1.9% |
| 4 | JPM Europe Equity Plus A (perf) Acc EUR | EUR | -1.9% |
| 5 | Franklin Mutual European A (acc) USD | EUR | -1.9% |
| 6 | Schroder ISF European Opportunities A Acc | EUR | -2.1% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 5.6% | 1.4% | |||
| 2016 | -1.1% | -9.4% | -3.8% | 6.2% | 6.8% |
| 2015 | 15.2% | 17.8% | -2.3% | -6.7% | 7.3% |
| 2014 | 10.5% | 5.1% | 2.3% | 1.6% | 1.3% |
| 2013 | 29.3% | 9.2% | 0.1% | 8.5% | 9.1% |
| 2012 | 24.7% | 7.5% | -1.0% | 9.5% | 7.0% |
| 2011 | -4.3% | 5.2% | -1.6% | -18.2% | 13.1% |
| 2010 | 23.5% | 7.3% | -4.5% | 8.8% | 10.7% |
| 2009 | 38.8% | -6.9% | 21.1% | 17.2% | 5.1% |
| 2008 | -50.1% | -13.8% | -3.6% | -18.9% | -25.9% |
| 2007 | -5.6% | -2.5% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| EUR Cash | 3.18 |
| Roche Holding AG Par | 3.13 |
| Nestle SA ORD | 2.57 |
| Siemens AG ORD | 2.26 |
| Sanofi SA ORD | 2.08 |
| British American Tobacco PLC ORD | 1.77 |
| HSBC Holdings PLC ORD | 1.74 |
| UBS Group AG ORD | 1.66 |
| BNP Paribas SA ORD | 1.60 |
| ING Groep NV ORD | 1.56 |
Registered For Sale In
- Austria
- Bahrain
- Belgium
- Chile
- Denmark
- Estonia
- Finland
- France
- Germany
- Greece
- Hungary
- Ireland
- Italy
- Jersey
- Luxembourg
- Netherlands
- Norway
- Poland
- Spain
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date25/06/2007
- Share Class size1,477Mn
- Base currencyEUR
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ISIN LU0289089384
Purchase Info
- Min. initial investment35,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment5