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JPM Europe Strategic Growth

classificato 113 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.

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

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.

Performance

Europa su un periodo di : 30/09/2016 - 30/09/2017

Rendimento totale

Performance trimestrale

a 29/09/2017 Annuale T1 T2 T3 T4
2017 7,5% 2,5% 3,8%
2016 -0,5% -7,3% 0,9% 5,9% 0,4%
2015 21,8% 19,9% -1,5% -4,9% 8,5%
2014 12,3% 6,9% 1,4% 0,1% 3,5%
2013 30,8% 10,8% 0,2% 7,9% 9,3%
2012 20,8% 9,3% -0,5% 6,7% 4,1%
2011 -14,6% -0,6% -1,1% -19,1% 7,4%
2010 29,9% 7,5% -2,5% 11,4% 11,3%
2009 25,5% -7,9% 14,6% 13,8% 4,5%
2008 -48,5% -15,2% -1,2% -19,0% -24,1%
2007 1,8% 5,1% 5,2% -4,1% -4,0%
2006 23,8% 12,3% -4,9% 4,2% 11,2%
2005 31,2% 6,4% 6,8% 11,0% 4,1%
2004 12,9% 7,6% 1,0% -1,9% 5,9%
2003 15,0% -10,3% 13,8% 4,5% 7,8%
2002 -27,8% 1,8% -15,3% -15,1% -1,5%
2001 -22,0% -12,3% -0,4% -22,5% 15,2%
2000 -9,0% 4,1% -10,1%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

30/04/2017

I 10 principali strumenti in portafogliolio

Azioni Dimensioni
Roche Holding AG Par 4,06
British American Tobacco PLC ORD 2,95
SAP SE ORD 2,18
Unilever NV DR 1,89
LVMH Moet Hennessy Louis Vuitton SE ORD 1,79
Diageo PLC ORD 1,73
Unilever PLC ORD 1,45
Prudential PLC ORD 1,41
ASML Holding NV ORD 1,13
Atlas Copco AB ORD 1,10
30/04/2017

Registrato Per La Vendita In

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

Informazioni sul fondo

  • Inizio collocamento14/02/2000
  • Dimensione share class251Mn
  • Valuta di baseEUR
  • ISIN LU0107398538

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo30.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,50%
  • Investimento iniziale5

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