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JPM Euroland Equity C Acc EUR

Ranked 3 out of 13 in - EuroZone over 12 months
All calculations are in USD 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.

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 Peru View performance globally

Performance

EuroZone over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.2%
2017 32.8% 7.9% 11.1% 8.5% 2.2%
2016 0.4% -2.6% -5.9% 7.6% 1.8%
2015 2.9% 6.3% -0.4% -7.0% 4.5%
2014 -6.4% 5.4% 1.1% -9.5% -3.0%
2013 34.6% 2.2% 2.1% 15.2% 12.0%
2012 24.4% 13.2% -10.1% 11.6% 9.6%
2011 -21.9% 9.1% 2.0% -31.1% 1.9%
2010 0.5% -5.5% -15.9% 22.3% 3.4%
2009 33.9% -19.0% 31.1% 23.0% 2.6%
2008 -51.5% -10.0% -4.4% -25.2% -24.7%
2007 13.7% 4.3% 9.6% 0.1% -0.6%
2006 40.8% 16.1% 1.6% 5.8% 12.9%
2005 12.0% 1.5% -0.1% 8.6% 1.7%
2004 18.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Hungary
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Peru
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date09/09/2004
  • Share Class size250Mn
  • Base currencyUSD
  • ISIN LU0129440391

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • Initial investment0.5

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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).