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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

Nicholas Horne

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

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 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 Euroland Country.

Showing fund performance in Peru View performance globally

Performance

EuroZone over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 7.9% 11.1%
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. Chile
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Ireland
  10. Italy
  11. Jersey
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Peru
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date09/09/2004
  • Share Class size203Mn
  • Base currencyEUR
  • ISIN LU0129440391

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • Initial investment0

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