JPM Europe Equity Plus A (perf) Acc EUR
Managed by
Philippa Clough
Philippa Clough is a vice president and portfolio manager in the European Equities group at JP Morgan Asset Management. She joined the firm in 2010 and prior to this she completed an M&A and Strategic Advisory internship with the Financial Institutions group team at Lazard. Philippa graduated from Oxford University in Mathematics and is a CFA charterholder.
Alexander Fitzalan-Howard
Alexander Fitzalan Howard was born in 1964 in the United Kingdom. He gained a degree in Modern History from Oxford University and kicked off his career as a research analyst at Flemings in 1986. At Flemings, Alexander specialized in financial and media sectors and also product development and capital markets. In 1992, he opened Flemings office in Prague and was fund manager and head of the portfolio US management team. He joined JP Morgan in 1999 and currently manages the JPM France Selection fund. Alexander focuses on a bottom up, value and growth strategy for his funds.
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.
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 14/38 Total Return
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Rank 7/38 Standard Deviation
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Rank 11/38 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 12 | JPM Europe Equity D Acc EUR | EUR | 1.1% |
| 13 | Allianz Europe Equity Growth - AT - EUR | EUR | 1.0% |
| 14 | JPM Europe Equity Plus A (perf) Acc EUR | EUR | 0.9% |
| 15 | JPM Europe Strategic Value A Dis EUR | EUR | 0.4% |
| 16 | Allianz SFIO Europe Equity Growth Select | EUR | 0.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 5 | JPM Europe Select Equity A Acc EUR | EUR | 7.5 |
| 6 | Subfundusz Arka Presti SFIO Euro Spolek Dyw | EUR | 7.7 |
| 7 | JPM Europe Equity Plus A (perf) Acc EUR | EUR | 7.8 |
| 8 | BNP Paribas L1 Equity Europe Classic Cap | EUR | 7.9 |
| 9 | Templeton European A (Ydis) USD | EUR | 7.9 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 9 | JPM Europe Strategic Growth A Dis EUR | EUR | -5.5% |
| 10 | Fidelity Funds - European A-ACC-EUR | EUR | -5.7% |
| 11 | JPM Europe Equity Plus A (perf) Acc EUR | EUR | -5.7% |
| 12 | BGF European Value A2 EUR | EUR | -5.8% |
| 13 | BGF European Special Situations A2 EUR | EUR | -5.9% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -3.9% | ||||
| 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
- Austria
- Bahrain
- Belgium
- Chile
- Curacao
- Denmark
- Estonia
- Finland
- France
- Germany
- Greece
- Hungary
- Ireland
- Italy
- Jersey
- Liechtenstein
- Luxembourg
- Netherlands
- Norway
- Poland
- Spain
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date25/06/2007
- Share Class size1,422Mn
- Base currencyUSD
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ISIN LU0289089384
Purchase Info
- Min. initial investment35,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment1.5