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JPM Europe Equity A Acc USD

Ranked 55 out of 126 in - Europe over 12 months
All calculations are in DKK unless stated

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

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

Showing fund performance in Denmark View performance globally

Performance

Europe over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6% 2.6%
2017 13.0% 6.3% 2.1% 2.0% 2.1%
2016 -1.5% -9.4% -2.0% 4.1% 6.5%
2015 13.5% 17.0% -2.4% -7.5% 7.5%
2014 8.0% 5.1% 1.7% 0.3% 0.8%
2013 24.9% 8.6% -0.8% 7.4% 8.0%
2012 20.0% 7.8% -2.0% 8.9% 4.3%
2011 -12.7% 1.5% -1.3% -20.2% 9.2%
2010 14.6% 3.4% -5.8% 9.4% 7.6%
2009 28.6% -12.6% 21.7% 14.9% 5.2%
2008 -48.9% -16.4% -2.6% -15.6% -25.7%
2007 -4.3% 2.4% 4.7% -6.3% -4.8%
2006 20.6% 9.6% -3.2% 5.7% 7.6%
2005 28.7% 7.1% 5.4% 8.3% 5.3%
2004 13.7% 5.8% 3.2% -0.7% 5.0%
2003 17.3% -11.2% 16.6% 4.2% 8.7%
2002 -25.7% 4.7% -13.2% -20.1% 2.2%
2001 -16.2% -9.8% 1.6% -17.0% 10.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date13/10/2000
  • Share Class size45Mn
  • Base currencyUSD
  • ISIN LU0119078227

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment5.00%

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