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JPM Europe Equity Plus A (perf) Acc EUR

classificato 54 su 235 di - Europa 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.

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.

Obiettivo

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.

Performance

Europa su un periodo di : 31/07/2016 - 31/07/2017
  • Classificazione 54/235 Rendimento totale
  • Classificazione 9/235 Deviazione Standard
  • Classificazione 21/235 Perdita Massima

Rendimento totale

Performance trimestrale

a 30/06/2017 Annuale T1 T2 T3 T4
2017 5,6% 1,4%
2016 -1,1% -9,4% -3,8% 6,2% 6,8%
2015 15,2% 17,8% -2,3% -6,7% 7,3%
2014 10,5% 5,1% 2,3% 1,6% 1,3%
2013 29,3% 9,2% 0,1% 8,5% 9,1%
2012 24,7% 7,5% -1,0% 9,5% 7,0%
2011 -4,3% 5,2% -1,6% -18,2% 13,1%
2010 23,5% 7,3% -4,5% 8,8% 10,7%
2009 38,8% -6,9% 21,1% 17,2% 5,1%
2008 -50,1% -13,8% -3,6% -18,9% -25,9%
2007 -5,6% -2,5%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

31/03/2017

I 10 principali strumenti in portafogliolio

Azioni Dimensioni
EUR Cash 3,18
Roche Holding AG Par 3,13
Nestle SA ORD 2,57
Siemens AG ORD 2,26
Sanofi SA ORD 2,08
British American Tobacco PLC ORD 1,77
HSBC Holdings PLC ORD 1,74
UBS Group AG ORD 1,66
BNP Paribas SA ORD 1,60
ING Groep NV ORD 1,56
31/03/2017

Registrato Per La Vendita In

  1. Austria
  2. Bahrain
  3. Belgio
  4. Chile
  5. Danimarca
  6. Estonia
  7. Finlandia
  8. Francia
  9. Germania
  10. Grecia
  11. Ungheria
  12. Irlanda
  13. Italia
  14. Jersey
  15. Lussemburgo
  16. Paesi Bassi
  17. Norvegia
  18. Polonia
  19. Spagna
  20. Svezia
  21. Svizzera
  22. Regno Unito

Informazioni sul fondo

  • Inizio collocamento25/06/2007
  • Dimensione share class1.477Mn
  • Valuta di baseEUR
  • ISIN LU0289089384

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).