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JPM Europe Strategic Value

classificato 132 su 241 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 : 31/01/2017 - 31/01/2018
  • Classificazione 132/241 Rendimento totale
  • Classificazione 38/241 Deviazione Standard
  • Classificazione 6/241 Perdita Massima

Rendimento totale

Performance trimestrale

a 01/01/2018 Annuale T1 T2 T3 T4
2017 9,9% 4,9% 1,9% 3,0% -0,2%
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

Registrato Per La Vendita In

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

Informazioni sul fondo

  • Inizio collocamento14/02/2000
  • Dimensione share class829Mn
  • Valuta di baseUSD
  • ISIN LU0107398884

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo35.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,50%
  • Investimento iniziale1,5

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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).