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JPM Europe Strategic Growth

Ranked 19 out of 103 in - Europe 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.

Ben Stapley

Ben Stapley is a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2002, Ben worked in a product development role for 5 years before joining the European Equity Group. Ben sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on growth mandates. He is currently lead manager on a number of funds. He graduated at the University of Nottingham and holds a BA degree in Economics. Ben is a holder of the Investment Management Certificate and is a CFA charterholder.

Objective

To provide long-term capital growth by investing primarily in a growth style based portfolio of European companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in a growth style biased portfolio of 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 : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.3% 2.3% 3.5%
2016 -1.2% -7.5% 0.6% 5.7% 0.3%
2015 20.9% 19.7% -1.7% -5.0% 8.3%
2014 11.4% 6.8% 1.2% -0.1% 3.3%
2013 29.8% 10.6% 0.0% 7.7% 9.0%
2012 19.8% 9.0% -0.8% 6.6% 3.9%
2011 -15.2% -0.8% -1.3% -19.2% 7.2%
2010 29.0% 7.2% -2.7% 11.3% 11.1%
2009 24.5% -8.0% 14.1% 13.6% 4.4%
2008 -48.9% -15.4% -1.4% -19.3% -24.1%
2007 1.1% 4.9% 5.0% -4.2% -4.2%
2006 22.8% 12.2% -5.2% 4.0% 11.0%
2005 30.3% 6.3% 6.4% 10.9% 3.9%
2004 11.7% 7.4% 0.8% -2.2% 5.5%
2003 14.5% -10.4% 13.8% 4.2% 7.8%
2002 -28.4% 1.6% -15.5% -15.2% -1.7%
2001 -22.4% -12.4% -0.5% -22.6% 15.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Estonia
  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. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date13/10/2000
  • Share Class size117Mn
  • Base currencyEUR
  • ISIN LU0117858679

Purchase Info

  • Min. initial investment4,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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