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JPM Europe Dynamic Technologies D Acc EUR

Ranked 14 out of 15 in - Technology over 12 months
All calculations are in EUR unless stated

Managed by

John Baker

Born in 1972 in Cork, Ireland, John Baker obtained a BA in Modern Languages and Business Studies from the University College Cork, Ireland. He joined JP Morgan in 1994 as an investment administrator and went on to become portfolio manager from 1995 to 1999. He is currently vice president and portfolio manager within the European Equity Group High Alpha Team. His investment strategy is bottom up, best of value or best of growth of the fund. He enjoys horseracing as means of relaxing when he is not working.

Jonathan Ingram

Jonathan Ingram was born in 1978 and attended Oxford University where he obtained an M.Eng (Hons) in Natural Sciences (Metallurgy). Jonathan began his career in JP Morgan Asset Management (2000-2003) working as a quantitative investment analyst in the currency group. In 2003, he became analyst and portfolio manager in the European High Alpha Team at JP Morgan Asset Management. In 2007, he was appointed head of the team and he is currently portfolio manager of the JPM Europe Fund, JPM Europe Dynamic ex UK and JPM UK Dynamic Fund. Jonathan’s investment style focuses on a bottom up, best of value and best of growth strategy. He is a Certified Financial Analyst.

Anis Lahlou-Abid

Anis Lahlou graduated from the French Grande Ecole ESSEC in Paris and is a CFA Charterholder. He joined JP Morgan upon graduation in 2000 as an analyst in the investment banking division and went on to become portfolio manager in the European equities group after transferring to Asset Management in 2005. He is currently managing director and portfolio manager within the unconstrained high alpha team, managing high tracking error long only European funds (“Dynamic funds”) and two equity long/short funds. His investment strategy relies on bottom up stock picking focused on growth, value and quality. Anis enjoys surfing and kickboxing as means of relaxing when he is not working.

Objective

To provide long-term capital growth by investing primarily in technologies (including but not limited to technology, media and telecommunication) related European companies. At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in equity securities of companies related to technologies (including but not limited to technology, media and telecommunication) 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

Performance

Technology over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 9.4% 1.5%
2017 26.0% 11.6% 3.5% 7.6% 1.3%
2016 2.0% -7.7% -3.6% 12.9% 1.5%
2015 26.7% 17.8% -1.3% -3.2% 12.6%
2014 10.2% 2.5% -0.3% 3.1% 4.4%
2013 37.9% 7.6% -0.2% 17.8% 9.0%
2012 20.7% 15.8% -7.3% 6.0% 6.1%
2011 -12.5% 4.9% -2.0% -18.0% 3.9%
2010 28.5% 14.3% -4.4% 6.0% 11.0%
2009 52.7% 0.4% 24.0% 20.6% 1.8%
2008 -49.3% -20.7% -1.7% -8.9% -28.6%
2007 4.4% 3.0% 11.4% -2.5% -6.7%
2006 11.2% 9.7% -9.8% 3.4% 8.8%
2005 23.3% 2.8% 4.6% 7.5% 6.7%
2004 -4.2% 11.1% -4.5% -11.0% 1.4%
2003 55.8% -12.0% 23.5% 24.7% 14.9%
2002 -51.3% -5.8% -24.8% -33.0% 2.5%
2001 -37.6% -22.4% -7.0% -30.4% 24.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Czech Republic
  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. Slovakia
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date13/10/2000
  • Share Class size98Mn
  • Base currencyUSD
  • ISIN LU0117884675

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

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