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 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 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.
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.
Rank 3/12 Total Return
Rank 11/12 Standard Deviation
Rank 4/12 Max Drawdown
|1||AB FCP I-Eurozone Equity Portfolio AX EUR||USD||
|2||DB Platinum IV CROCI Euro I1C||USD||
|3||JPM Euroland Equity C Acc EUR||USD||
|4||Schroder ISF EURO Equity C Dis||USD||
|5||BGF Euro-Markets A2 USD||USD||
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|8||Morgan Stanley Eurozone Equity Alpha A EUR||USD||
|9||BGF Euro-Markets A2 USD||USD||
|10||Amundi Funds II Euroland Equity I No Dis EUR||USD||
|11||JPM Euroland Equity C Acc EUR||USD||
|12||Fidelity Funds - Euro Blue Chip A-EUR||USD||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date09/09/2004
- Share Class size227Mn
- Base currencyUSD
- Min. initial investment10Mn
- Min. regular additional investment0
- Annual management0.65%
- Initial investment0.5