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 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 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.
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.
Classificazione 75/238 Rendimento totale
Classificazione 12/238 Deviazione Standard
Classificazione 33/238 Perdita Massima
|Nome del Fondo||Currency||Ritorno|
|74||Popso IFS European Equity B||EUR||
|75||JPM Europe Equity Plus A (perf) Acc EUR||EUR||
|76||Threadneedle (Lux)-Pan European Equities W||EUR||
|77||Invesco Pan European Focus Equity A Acc EUR||EUR||
|Visualizza la tabella completa|
|Nome del Fondo||Currency||Risk|
|10||Arca Azioni Europa||EUR||
|11||Mandarine Valeur R||EUR||
|12||JPM Europe Equity Plus A (perf) Acc EUR||EUR||
|13||JOHCM European Concentrated Value A EUR||EUR||
|14||JPM Europe Equity A Dis EUR||EUR||
|Visualizza la tabella completa|
Rendimento vs rischio
- Paesi Bassi
- Regno Unito
Informazioni sul fondo
- Inizio collocamento25/06/2007
- Dimensione share class1.546Mn
- Valuta di baseEUR
Informazioni per l'acquisto
- Investimento aggiuntivo minimo35.000
- Investimento aggiuntivo minimo0
- Commissioni di gestione annuale1,50%
- Investimento iniziale5