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JPM Euroland Equity A Dis EUR

Ranked 78 out of 413 in - EuroZone over 12 months
All calculations are in EUR unless stated

Managed by

Philippa Clough

Philippa Clough is a vice president and portfolio manager in the European Equities group at JP Morgan Asset Management. She joined the firm in 2010 and prior to this she completed an M&A and Strategic Advisory internship with the Financial Institutions group team at Lazard. Philippa graduated from Oxford University in Mathematics and is a CFA charterholder.

Stephen Macklow-Smith

Stephen Macklow-Smith works as the strategist within the J.P. Morgan Asset Management European equity group, as well as being a senior portfolio manager responsible for Core portfolios and the JP Morgan European Investment Trust. An employee since 1997, Stephen was previously head of the European team at HSBC Asset Management. Prior to this, he was a fund manager of European pension fund assets at Henderson Administration. Stephen obtained an M.A. in Classics and Modern Languages from Oxford University.

Richard Webb

Richard Webb was born in 1963 in the United Kingdom. He gained a BA (Hons) in Modern History and Politics from the University of Durham and an MA in European Management at Cranfield School of Management. Richard began his career in 1987 as an investment analyst at Carnegie International. From 1990 to 1995, he worked for Royal Insurance Asset Management as an investment manager, progressing to Head of European and International Equities. In 1995, Richard joined JP Morgan Asset Management and is currently co-manager (with Alexander Fitzalan-Howard) of the JPM France Selection and JPM Germany Equity. His investment strategy is bottom up, value and growth.

Objective

To provide long-term capital growth by investing primarily in companies of countries which are part of the Eurozone (the 'Euroland Countries'). At least 75% of the Sub-Funds net assets will be invested in equity securities (excluding convertible securities, index and participation notes and equity linked notes) of companies that are domiciled in, or carrying out the main part of their economic activity in, a Euroland Country.

Performance

EuroZone over : 31/07/2017 - 31/07/2018
  • Rank 78/413 Total Return
  • Rank 208/413 Standard Deviation
  • Rank 150/413 Max Drawdown
Fund Name Currency Loss
149 Euro Actions Expansion EUR

-5.8%

150 JPM Euroland Equity A Dis EUR EUR

-5.9%

150 AXA Valeurs Euro A C EUR

-5.9%

152 LBPAM Actions Euro Large Cap M EUR

-5.9%

152 LBPAM Avenir Euro EUR

-5.9%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4% 2.4%
2017 15.6% 6.2% 3.9% 4.4% 0.3%
2016 2.4% -7.4% -3.7% 6.1% 8.2%
2015 13.5% 19.4% -4.2% -7.4% 7.2%
2014 5.4% 5.1% 1.5% -2.1% 1.1%
2013 27.5% 4.7% 0.6% 10.3% 9.7%
2012 21.2% 10.1% -5.9% 9.7% 6.7%
2011 -20.1% 2.9% -0.4% -25.7% 5.0%
2010 6.4% -0.2% -7.3% 9.5% 5.0%
2009 28.4% -15.4% 23.6% 17.7% 4.2%
2008 -49.5% -17.2% -4.1% -16.3% -24.1%
2007 1.5% 3.1% 7.6% -5.1% -3.6%
2006 24.6% 12.8% -4.1% 6.5% 8.1%
2005 27.8% 6.0% 7.0% 8.7% 3.7%
2004 16.2% 4.9% 2.7% -0.2% 8.1%
2003 18.4% -10.7% 17.6% 0.8% 11.9%
2002 -29.4% 1.0% -13.0% -22.1% 3.2%
2001 -18.5% -12.0% 0.0% -18.9% 14.1%
2000 4.9% 15.5% -3.7% -1.3% -4.4%
1999 34.1% 1.7% 4.8% -4.2% 31.2%
1998 17.7% 23.7% 4.9% -23.8% 19.2%
1997 38.7% 13.6% 15.4% 6.8% -0.9%
1996 38.3% 13.5% 9.7% 1.1% 10.0%
1995 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Ireland
  14. Italy
  15. Jersey
  16. Luxembourg
  17. Netherlands
  18. Norway
  19. Poland
  20. Portugal
  21. Spain
  22. Sweden
  23. Switzerland
  24. United Kingdom

Fund Info

  • Launch date30/11/1988
  • Share Class size145Mn
  • Base currencyUSD
  • ISIN LU0089640097

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).