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 Europe Dynamic Technologies A Acc EUR

Ranked 10 out of 12 in - Technology over 12 months
All calculations are in DKK unless stated

Managed by

John Baker

Born in 1972 in Cork, Ireland, John Baker obtained a BA in Modern Languages and Business Studies from the University College Cork, Ireland. He joined JP Morgan in 1994 as an investment administrator and went on to become portfolio manager from 1995 to 1999. He is currently vice president and portfolio manager within the European Equity Group High Alpha Team. His investment strategy is bottom up, best of value or best of growth of the fund. He enjoys horseracing as means of relaxing when he is not working.

Jonathan Ingram

Jonathan Ingram was born in 1978 and attended Oxford University where he obtained an M.Eng (Hons) in Natural Sciences (Metallurgy). Jonathan began his career in JP Morgan Asset Management (2000-2003) working as a quantitative investment analyst in the currency group. In 2003, he became analyst and portfolio manager in the European High Alpha Team at JP Morgan Asset Management. In 2007, he was appointed head of the team and he is currently portfolio manager of the JPM Europe Fund, JPM Europe Dynamic ex UK and JPM UK Dynamic Fund. Jonathan’s investment style focuses on a bottom up, best of value and best of growth strategy. He is a Certified Financial Analyst.

Anis Lahlou-Abid

Anis Lahlou graduated from the French Grande Ecole ESSEC in Paris and is a CFA Charterholder. He joined JP Morgan upon graduation in 2000 as an analyst in the investment banking division and went on to become portfolio manager in the European equities group after transferring to Asset Management in 2005. He is currently managing director and portfolio manager within the unconstrained high alpha team, managing high tracking error long only European funds (“Dynamic funds”) and two equity long/short funds. His investment strategy relies on bottom up stock picking focused on growth, value and quality. Anis enjoys surfing and kickboxing as means of relaxing when he is not working.

Objective

To provide long-term capital growth by investing primarily in technologies (including but not limited to technology, media and telecommunication) related European companies. At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in equity securities of companies related to technologies (including but not limited to technology, media and telecommunication) 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 Denmark View performance globally

Performance

Technology over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1%
2017 27.4% 12.0% 3.7% 8.0% 1.6%
2016 2.7% -7.6% -3.6% 13.3% 1.7%
2015 28.2% 18.5% -1.2% -2.9% 12.9%
2014 11.1% 3.0% -0.2% 3.3% 4.7%
2013 39.2% 7.8% 0.0% 18.1% 9.3%
2012 22.4% 16.3% -7.1% 6.5% 6.4%
2011 -11.8% 5.2% -1.7% -18.0% 4.1%
2010 29.8% 14.4% -4.1% 6.4% 11.2%
2009 54.1% 0.6% 24.3% 20.8% 2.0%
2008 -48.8% -20.5% -1.6% -8.5% -28.6%
2007 5.4% 3.2% 11.4% -2.0% -6.4%
2006 12.5% 10.2% -9.8% 3.6% 9.1%
2005 4.6% 8.2% 6.7%

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. Slovakia
  25. Spain
  26. Sweden
  27. Switzerland
  28. United Kingdom

Fund Info

  • Launch date31/03/2005
  • Share Class size155Mn
  • Base currencyUSD
  • ISIN LU0210532015

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).