Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JPM Euroland Equity A Acc EUR

Ranked 3 out of 27 in - EuroZone over 12 months
All calculations are in DKK unless stated

Managed by

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.

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.

Richard Webb

Richard Webb was born in 1963 in the United Kingdom. He gained a BA (Hons) in Modern History and Politics from the University of Durham and an MA in European Management at Cranfield School of Management. Richard began his career in 1987 as an investment analyst at Carnegie International. From 1990 to 1995, he worked for Royal Insurance Asset Management as an investment manager, progressing to Head of European and International Equities. In 1995, Richard joined JP Morgan Asset Management and is currently co-manager (with Alexander Fitzalan-Howard) of the JPM France Selection and JPM Germany Equity. His investment strategy is bottom up, value and growth.

Objective

To provide long-term capital growth by investing primarily in companies of countries which are part of the Eurozone (the 'Euroland Countries'). At least 75% of the Sub-Funds net assets will be invested in equity securities (excluding convertible securities, index and participation notes and equity linked notes) of companies that are domiciled in, or carrying out the main part of their economic activity in, a Euroland Country.

Showing fund performance in Denmark View performance globally

Performance

EuroZone over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3%
2017 15.7% 6.2% 3.9% 4.5% 0.4%
2016 2.0% -7.6% -3.8% 6.2% 8.0%
2015 13.8% 19.8% -4.4% -7.4% 7.2%
2014 5.2% 5.2% 1.3% -2.3% 1.1%
2013 27.5% 4.6% 0.6% 10.3% 9.8%
2012 21.7% 10.1% -5.9% 10.0% 6.8%
2011 -20.3% 3.0% -0.4% -25.9% 4.9%
2010 6.5% -0.1% -7.2% 9.6% 4.9%
2009 28.3% -15.4% 23.8% 17.6% 4.2%
2008 -49.6% -17.2% -4.0% -16.2% -24.3%
2007 1.5% 3.0% 7.5% -5.0% -3.6%
2006 24.6% 12.9% -4.2% 6.5% 8.1%
2005 6.9% 8.9% 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Czech Republic
  7. Denmark
  8. Estonia
  9. Finland
  10. France
  11. Germany
  12. Greece
  13. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Luxembourg
  19. Macau
  20. Netherlands
  21. Norway
  22. Peru
  23. Poland
  24. Portugal
  25. Slovakia
  26. Spain
  27. Sweden
  28. Switzerland
  29. United Kingdom

Fund Info

  • Launch date31/03/2005
  • Share Class size107Mn
  • Base currencyUSD
  • ISIN LU0210529490

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

New deal or divorce: top managers on Greece's future

Following the No win and Varoufakis’ resignation, top investors share their views on the destiny of the troubled country.

Grexit dissected: the fallout for different European asset classes

Leading European equity and bonds managers reveal how they will weather the storm should Greece leave the monetary union.

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