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JPM Europe Sustainable Equity A Acc EUR

Ranked 95 out of 125 in - Europe over 12 months
All calculations are in DKK unless stated

Managed by

Joanna Crompton

Joanna Crompton is a vice president and investment assistant in the European Equity group at JP Morgan Asset Management in London. She joined the firm in 2007. Joanna graduated from the University of Nottingham with a degree in Economics and Spanish and is a CFA charterholder.

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

At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of Sustainable Companies (including smaller capitalisation companies), or companies which demonstrate improving sustainable characteristics, 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 : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0% 1.9% 0.8%
2017 10.0% 5.0% 1.5% 2.7% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Iceland
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Spain
  14. Sweden
  15. Switzerland

Fund Info

  • Launch date15/12/2016
  • Share Class size25Mn
  • Base currencyUSD
  • ISIN LU1529808336

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

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