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JPM Europe Equity Plus A (perf) Acc EUR

Ranked 19 out of 41 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.

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Performance

Europe over : 31/05/2016 - 31/05/2017
  • Rank 19/41 Total Return
  • Rank 35/41 Standard Deviation
  • Rank 41/41 Max Drawdown
Fund Name Currency Return
17 Fidelity Funds - European A-ACC-EUR EUR

13.5%
18 Allianz Europe Equity Growth - AT - EUR EUR

13.3%
19 JPM Europe Equity Plus A (perf) Acc EUR EUR

13.2%
20 BNP Paribas L1 Equity Europe Classic Cap EUR

13.0%
21 JPM Europe Equity D Acc EUR EUR

12.9%
View full league table
Fund Name Currency Risk
33 Templeton European A (Ydis) USD EUR

11.7
34 JPM Highbridge Europe STEEP A (perf) Acc EUR EUR

11.7
35 JPM Europe Equity Plus A (perf) Acc EUR EUR

11.8
36 BGF European Value A2 EUR EUR

12.3
37 BGF European Special Situations A2 EUR EUR

12.3
View full league table
Fund Name Currency Loss
37 Schroder ISF European Opportunities A Acc EUR

-7.7%
38 BGF European Focus A2 EUR EUR

-7.8%
39 JPM Europe Strategic Value A Dis EUR EUR

-8.0%
40 BGF European Value A2 EUR EUR

-8.1%
41 JPM Europe Equity Plus A (perf) Acc EUR EUR

-8.6%
View full league table

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.6%
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

31/01/2017

Top 10 Holdings

Stock Size
Nestle SA ORD 3.31
Roche Holding AG Par 2.32
Siemens AG ORD 2.30
Sanofi SA ORD 2.14
HSBC Holdings PLC ORD 2.05
British American Tobacco PLC ORD 1.85
Royal Dutch Shell Plc B ORD 1.84
BNP Paribas SA ORD 1.81
ING Groep NV ORD 1.71
31/01/2017

Registered For Sale In

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

Fund Info

  • Launch date25/06/2007
  • Share Class size1,564Mn
  • Base currencyEUR
  • ISIN LU0289089384

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

European equity manager set to leave JPM AM

Former professional rugby player-turned-investor to end 14-year stint with asset manager to return to native Australia.

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