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JPM Europe Strategic Value

classificato 9 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.

Thomas Buckingham

Tom Buckingham is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2007, Tom sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on income mandates. He is currently lead manager on a number of funds. He graduated at the University of Surrey and holds a BEng degree in Aerospace Engineering. Tom is a holder of the Investment Management Certificate and is a CFA charterholder.

Ian Butler

Ian Butler is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2005, he is currently lead manager on a number of funds. He graduated at the University of Bath and holds a BSc degree in Business Administration. Ian 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 value style biased portfolio of European countries. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in a value 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. Debt securities, cash and cash equivalents may be held on an ancillary basis.

Performance

Europa su un periodo di : 31/07/2016 - 31/07/2017
  • Classificazione 9/235 Rendimento totale
  • Classificazione 46/235 Deviazione Standard
  • Classificazione 5/235 Perdita Massima

Rendimento totale

Performance trimestrale

a 30/06/2017 Annuale T1 T2 T3 T4
2017 4,9% 1,9%
2016 7,2% -8,3% -3,3% 7,5% 12,6%
2015 7,5% 15,2% -2,1% -9,9% 5,8%
2014 5,3% 3,2% 3,1% -1,0% -0,1%
2013 25,7% 3,9% 0,6% 10,7% 8,6%
2012 18,0% 8,2% -4,3% 8,8% 4,7%
2011 -12,3% 3,3% -1,8% -20,2% 8,3%
2010 4,9% 2,8% -9,4% 9,3% 3,1%
2009 34,0% -13,6% 27,5% 18,7% 2,5%
2008 -49,6% -16,2% -5,1% -16,2% -24,4%
2007 -7,7% 0,9% 5,3% -6,6% -7,0%
2006 21,7% 9,8% -4,1% 7,8% 7,4%
2005 28,3% 5,9% 5,8% 9,0% 5,1%
2004 18,2% 7,7% 2,4% -0,3% 7,5%
2003 23,1% -11,6% 21,5% 5,7% 8,4%
2002 -20,8% 9,0% -7,6% -21,1% -0,3%
2001 -2,0% 0,2% 5,8% -17,5% 12,1%
2000 1,3% 5,5% 5,6%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

31/03/2017

I 10 principali strumenti in portafogliolio

Azioni Dimensioni
HSBC Holdings PLC ORD 4,08
Siemens AG ORD 2,63
Sanofi SA ORD 2,62
Total SA ORD 2,49
Banco Santander SA ORD 2,25
Allianz SE ORD 2,15
Daimler AG ORD 1,90
BNP Paribas SA ORD 1,60
UBS Group AG ORD 1,53
ING Groep NV ORD 1,53
31/03/2017

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. Liechtenstein
  15. Lussemburgo
  16. Paesi Bassi
  17. Norvegia
  18. Perù
  19. Polonia
  20. Spagna
  21. Svezia
  22. Svizzera
  23. Regno Unito

Informazioni sul fondo

  • Inizio collocamento14/02/2000
  • Dimensione share class877Mn
  • Valuta di baseEUR
  • ISIN LU0107398884

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo35.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,50%
  • Investimento iniziale5

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Secondo Michael Barakos, gestore di J.P. Morgan Asset Management, più che un fuoco di paglia il rally del value rappresenta una certezza che si stabilizzerà nei mesi a venire.

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