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JPM Europe Equity C Acc EUR

Ranked 7 out of 31 in - Europe 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.

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.

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 : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6%
2017 29.5% 8.1% 8.8% 6.1% 3.7%
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. Belgium
  4. Chile
  5. Curacao
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Iceland
  12. Ireland
  13. Italy
  14. Jersey
  15. Liechtenstein
  16. Luxembourg
  17. Netherlands
  18. Norway
  19. Peru
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date26/08/2004
  • Share Class size115Mn
  • Base currencyUSD
  • ISIN LU0129441100

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • 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).