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JPM Europe Equity D Acc EUR

Ranked 25 out of 103 in - Europe over 12 months
All calculations are in EUR 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 Portugal View performance globally

Performance

Europe over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 12.2% 6.3% 1.7% 2.1% 1.7%
2016 -1.4% -9.1% -2.0% 4.2% 6.1%
2015 12.6% 17.1% -3.0% -7.4% 6.9%
2014 6.7% 4.7% 1.9% 0.3% -0.3%
2013 24.5% 8.9% -1.3% 7.4% 7.9%
2012 18.2% 7.2% -1.7% 7.9% 4.0%
2011 -13.2% 1.1% -1.3% -20.4% 9.4%
2010 13.9% 3.4% -6.2% 9.4% 7.3%
2009 29.7% -11.5% 21.4% 15.3% 4.7%
2008 -49.9% -16.0% -3.1% -16.6% -26.2%
2007 -5.5% 2.3% 4.5% -6.4% -5.6%
2006 19.8% 9.2% -3.2% 5.4% 7.5%
2005 27.5% 6.9% 5.3% 8.0% 5.0%
2004 11.9% 5.3% 2.4% -0.7% 4.4%
2003 16.5% -11.5% 16.5% 3.3% 9.4%
2002 -26.4% 4.2% -13.8% -20.1% 2.5%
2001 -17.0% -10.7% 1.4% -17.0% 10.6%

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. Hungary
  11. Ireland
  12. Italy
  13. Jersey
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Poland
  18. Portugal
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date13/10/2000
  • Share Class size34Mn
  • Base currencyUSD
  • ISIN LU0117858596

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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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).