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JPM Europe Equity Plus A (perf) Acc EUR

Ranked 9 out of 43 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 : 30/09/2016 - 30/09/2017
  • Rank 9/43 Total Return
  • Rank 3/43 Standard Deviation
  • Rank 4/43 Max Drawdown
Fund Name Currency Return
7 Schroder ISF European Value A Acc EUR

17.9%
8 JPM Europe Equity D Acc EUR EUR

17.1%
9 NN Sub Europejski Spolek Dywidendowych (L) EUR

17.0%
9 JPM Europe Equity Plus A (perf) Acc EUR EUR

17.0%
11 BGF European Special Situations A2 EUR EUR

16.8%
View full league table
Fund Name Currency Risk
1 Rockbridge FIO Akcji Rynkow Wschodzacych EUR

4.8
2 WIOF Emerging Europe Performance A EUR EUR

5.5
3 JPM Europe Equity Plus A (perf) Acc EUR EUR

6.2
4 JPM Europe Equity D Acc EUR EUR

6.5
5 JPM Europe Dynamic A Dis EUR EUR

6.6
View full league table
Fund Name Currency Loss
2 JPM Europe Strategic Value A Dis EUR EUR

-1.7%
3 HiQ Invest Fundamental Value EUR

-1.8%
4 JPM Europe Equity Plus A (perf) Acc EUR EUR

-2.4%
5 Allianz European Equity Dividend - AT - EUR EUR

-2.9%
6 JPM Europe Equity D Acc EUR EUR

-2.9%
View full league table

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.6% 1.4% 2.3%
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

30/04/2017

Top 10 Holdings

Stock Size
Roche Holding AG Par 3.00
Nestle SA ORD 2.44
Siemens AG ORD 2.29
Sanofi SA ORD 2.07
UBS Group AG ORD 1.78
British American Tobacco PLC ORD 1.71
HSBC Holdings PLC ORD 1.62
ING Groep NV ORD 1.59
Zurich Insurance Group AG ORD 1.47
Royal Dutch Shell Plc B ORD 1.42
30/04/2017

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 size1,491Mn
  • 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).