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JPM Europe Equity Plus D (perf) Acc EUR

Ranked 44 out of 103 in - Europe over 12 months
All calculations are in EUR 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.


At least 67% of the Sub-Fund's assets will be invested, either directly or through the use of financial derivative instruments, in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. The Sub-Fund uses a 130/30 strategy, buying securities considered undervalued or attractive and selling short securities considered overvalued or less attractive, using financial derivative instruments where appropriate.

Showing fund performance in Portugal View performance globally


Europe over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.9% 5.4% 1.2% 2.1% 1.0%
2016 -2.1% -9.5% -4.2% 6.1% 6.5%
2015 14.2% 17.5% -2.4% -7.0% 7.1%
2014 9.4% 4.8% 2.0% 1.5% 1.0%
2013 28.1% 8.9% -0.1% 8.2% 9.0%
2012 23.7% 7.4% -1.3% 9.3% 6.7%
2011 -5.2% 4.9% -1.7% -18.5% 12.8%
2010 22.4% 7.0% -4.8% 8.6% 10.6%
2009 37.3% -7.2% 20.7% 17.0% 4.8%
2008 -50.4% -13.9% -3.9% -19.1% -26.0%
2007 -5.8% -2.8%

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 date25/06/2007
  • Share Class size332Mn
  • Base currencyUSD
  • ISIN LU0289214628

Purchase Info

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


  • Annual management1.50%
  • Initial investment5

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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).