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JPM Europe Strategic Value

Ranked 15 out of 39 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.

Thomas Buckingham

Tom Buckingham is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2007, Tom sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on income mandates. He is currently lead manager on a number of funds. He graduated at the University of Surrey and holds a BEng degree in Aerospace Engineering. Tom is a holder of the Investment Management Certificate and is a CFA charterholder.

Ian Butler

Ian Butler is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2005, he is currently lead manager on a number of funds. He graduated at the University of Bath and holds a BSc degree in Business Administration. Ian is a holder of the Investment Management Certificate and is a CFA charterholder.

Objective

To provide long-term capital growth by investing primarily in a value style biased portfolio of European countries. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in a value style biased portfolio of equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. Debt securities, cash and cash equivalents may be held on an ancillary basis.

Showing fund performance in Poland View performance globally

Performance

Europe over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.9% 4.9% 1.9% 3.0% -0.2%
2016 7.2% -8.3% -3.3% 7.5% 12.6%
2015 7.5% 15.2% -2.1% -9.9% 5.8%
2014 5.3% 3.2% 3.1% -1.0% -0.1%
2013 25.7% 3.9% 0.6% 10.7% 8.6%
2012 18.0% 8.2% -4.3% 8.8% 4.7%
2011 -12.3% 3.3% -1.8% -20.2% 8.3%
2010 4.9% 2.8% -9.4% 9.3% 3.1%
2009 34.0% -13.6% 27.5% 18.7% 2.5%
2008 -49.6% -16.2% -5.1% -16.2% -24.4%
2007 -7.7% 0.9% 5.3% -6.6% -7.0%
2006 21.7% 9.8% -4.1% 7.8% 7.4%
2005 28.3% 5.9% 5.8% 9.0% 5.1%
2004 18.2% 7.7% 2.4% -0.3% 7.5%
2003 23.1% -11.6% 21.5% 5.7% 8.4%
2002 -20.8% 9.0% -7.6% -21.1% -0.3%
2001 -2.0% 0.2% 5.8% -17.5% 12.1%
2000 1.3% 5.5% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date14/02/2000
  • Share Class size829Mn
  • Base currencyUSD
  • ISIN LU0107398884

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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