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JPM Europe Equity Plus A (perf) Acc EUR

Ranked 19 out of 42 in - Europe over 12 months
All calculations are in EUR unless stated

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.

Showing fund performance in Poland View performance globally

Performance

Europe over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9% 2.4%
2017 10.9% 5.6% 1.4% 2.3% 1.2%
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

Registered For Sale In

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

Fund Info

  • Launch date25/06/2007
  • Share Class size1,343Mn
  • Base currencyUSD
  • ISIN LU0289089384

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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