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JPM Europe Strategic Dividend D Acc EUR

Ranked 16 out of 20 in - Europe Income over 12 months
All calculations are in EUR unless stated

Managed by

Michael Barakos

Michael Barakos joined JP Morgan Asset Management as an investment analyst in 1999, having earned a bachelor’s degree in economics from the London School of Economics. He was appointed European investment manager in 2000 and currently co-manages a variety of funds, applying a bottom-up investment style to the UK-domiciled JPM UK Equity and JPM UK Strategic Value funds and the Luxembourg-domiciled JPM Europe Strategic Value and JPM Europe Strategic Growth funds. Born in 1977, Barakos gained early experience of the financial world by working as a risk management accountant for the European Bank for Reconstruction and Development’s treasury department from 1995 to 1996. He followed this with internships at Sigma Securities in Athens and at Deutsche Asset Management before joining JP Morgan. Away from the office he is a keen tennis player and follows the fortunes of Liverpool football Club.

Thomas Buckingham

Tom Buckingham is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2007, Tom sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on income mandates. He is currently lead manager on a number of funds. He graduated at the University of Surrey and holds a BEng degree in Aerospace Engineering. Tom is a holder of the Investment Management Certificate and is a CFA charterholder.


To provide long-term returns by investing primarily in high dividend-yielding equities of European companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in high dividend-yielding equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. Debt securities, cash and cash equivalents may be held on an ancillary basis.

Showing fund performance in Portugal View performance globally


Europe Income over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 -2.8% -7.2% -4.3% 3.3% 5.9%
2015 9.7% 15.2% -1.8% -7.4% 4.7%
2014 7.7% 3.8% 3.3% -0.6% 1.0%
2013 22.4% 6.3% -1.0% 7.9% 7.7%
2012 16.5% 7.0% -2.0% 7.4% 3.5%
2011 -8.0% 1.0% -0.6% -14.9% 7.6%
2010 10.5% 3.5% -5.6% 8.1% 4.7%
2009 39.3% -9.2% 24.2% 17.3% 5.4%
2008 -43.2% -15.0% -4.9% -11.3% -20.7%
2007 -4.5% 2.6% 4.3% -5.6% -5.4%
2006 21.3% 10.3% -4.0% 7.1% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Czech Republic
  6. Finland
  7. France
  8. Germany
  9. Hungary
  10. Ireland
  11. Italy
  12. Jersey
  13. Luxembourg
  14. Netherlands
  15. Norway
  16. Poland
  17. Portugal
  18. Slovakia
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date09/12/2005
  • Share Class size36Mn
  • Base currencyEUR
  • ISIN LU0169528261

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0


  • Annual management1.50%
  • Initial investment5

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Citywire AAA-rated Thomas Buckingham regional returns could improve by as much as 10% over the next five years.

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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).