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JPM Europe Equity Absolute Alpha A (perf) Acc EUR

classificato 43 su 94 di - Azionario Long/Short su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

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.

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.

Obiettivo

At least 67% of the Sub-Fund’s assets will have exposureto equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. Such exposure may be obtained entirely through the use of financial derivative instruments.The Sub-Fund will use long and short positions to achieve its investment objective, buying securities considered undervalued or attractive and selling short (achieved through the use of financial derivative instruments) securities considered overvalued or less attractive.

Performance

Azionario Long/Short su un periodo di : 31/01/2017 - 31/01/2018
  • Classificazione 43/94 Rendimento totale
  • Classificazione 43/94 Deviazione Standard
  • Classificazione 40/94 Perdita Massima
Nome del Fondo Currency Ritorno
41 Pictet TR - Corto Europe-P EUR EUR

5,4%

42 GAM Star Global Quality EUR Inst Acc EUR

5,4%

43 JPM Europe Equity Absolute Alpha A (perf) Acc EUR EUR

5,2%

44 Artemis Pan European Absolute Return I EUR hedged

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

5,1%

45 BG Sicav Tenax Gl Financ Eq LongShort DL Cap EUR EUR

4,7%

Nome del Fondo Currency Perdita
38 Invesco Pan European Equity Long/Short Fund A-Acc EUR

-1,9%

39 Alkimis Capital UCITS - Accumulazione EUR

-1,9%

40 JPM Europe Equity Absolute Alpha A (perf) Acc EUR EUR

-1,9%

41 LM MC Euro Abs Alpha A (PF) EUR Acc EUR

-2,0%

41 Schroder UK Dynamic Abs Return P2 Euro Hedged Acc

L'esposizione valutaria coperta (dal rischio)

L'esposizione valutaria coperta (dal rischio)

EUR

-2,0%

Rendimento totale

Performance trimestrale

a 01/01/2018 Annuale T1 T2 T3 T4
2017 3,7% 3,3% -1,4% 2,6% -0,8%
2016 -8,5% -4,4% -4,3% 2,0% -1,9%
2015 4,9% 4,2% -1,1% 3,1% -1,2%
2014 20,8% 6,3% 3,5% 3,1% 6,5%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Curacao
  4. Danimarca
  5. Estonia
  6. Finlandia
  7. Francia
  8. Germania
  9. Grecia
  10. Irlanda
  11. Italia
  12. Jersey
  13. Liechtenstein
  14. Lussemburgo
  15. Norvegia
  16. Spagna
  17. Svezia
  18. Svizzera
  19. Regno Unito

Informazioni sul fondo

  • Inizio collocamento19/12/2013
  • Dimensione share class49Mn
  • Valuta di baseUSD
  • ISIN LU1001747408

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo35.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,50%
  • Investimento iniziale5

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).