Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

JPM Europe Equity C Acc EUR

Ranked 16 out of 33 in - Europe over 12 months
All calculations are in USD unless stated

Managed by

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.

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.

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 Peru View performance globally

Performance

Europe over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 8.1%
2016 -3.0% -4.3% -4.1% 5.7% -0.1%
2015 2.6% 4.4% 1.1% -6.9% 4.4%
2014 -4.6% 5.1% 1.8% -7.1% -4.0%
2013 32.6% 6.5% 0.4% 12.4% 10.3%
2012 22.2% 10.5% -6.0% 9.9% 7.0%
2011 -14.4% 7.5% 1.2% -25.9% 6.1%
2010 8.3% -2.1% -14.7% 22.4% 6.0%
2009 36.4% -15.1% 28.9% 20.7% 3.3%
2008 -51.4% -8.5% -3.2% -25.2% -26.7%
2007 6.6% 3.6% 6.6% -1.0% -2.5%
2006 36.5% 12.7% 2.6% 5.0% 12.4%
2005 12.6% 2.7% -1.5% 8.0% 3.1%
2004 14.9%

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. Iceland
  10. Ireland
  11. Italy
  12. Jersey
  13. Liechtenstein
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Peru
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date26/08/2004
  • Share Class size87Mn
  • Base currencyEUR
  • ISIN LU0129441100

Purchase Info

  • Min. initial investment9Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0

Related News

JPM’s Horne: best bank bets to tap Renzi’s assets sell-off

The Citywire AA-rated European equity specialist is picking his strongest plays to ride out a recovery but also limiting China exposure.

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