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JPM France Equity A Acc EUR

Ranked 47 out of 114 in - France over 12 months
All calculations are in EUR unless stated

Managed by

Francesco Conte

JP Morgan Asset Management’s European Smaller Companies specialist Francesco Conte has been managing funds for the group since joining in 1998. Conte began his career at specialist mergers and acquisitions boutique Ermgassen and Co. as an associate specialising in cross-border alliances. After a three-year stint he moved to Schroder Securities in 1993 taking on the role of lead sell-side analyst in the Italian equities team. At JP Morgan, Conte runs approximately €2 billion including the JPM Europe Small Cap fund. Born in Trapani, Italy, in 1966, Conte holds a degree in Economics with a focus on International Trade and Development from the London School of Economics. He keeps fit by running regularly and enjoys relaxing at the cinema or at home with a good book.

Joanna Crompton

Joanna Crompton is a vice president and investment assistant in the European Equity group at JP Morgan Asset Management in London. She joined the firm in 2007. Joanna graduated from the University of Nottingham with a degree in Economics and Spanish and is a CFA charterholder.

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 a portfolio of French companies. At least 75% of the Sub-Fund's 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 France. The Sub-Fund may also invest to a limited extent in companies from other European countries.

Performance

France over : 31/08/2016 - 31/08/2017
  • Rank 47/114 Total Return
  • Rank 32/114 Standard Deviation
  • Rank 31/114 Max Drawdown
Fund Name Currency Return
45 Strategie France EUR

18.0%

45 E.T.H.I.C.A. IC EUR

18.0%

47 JPM France Equity A Acc EUR EUR

17.9%

48 MAM France PME EUR

17.9%

49 Neuflize France Actions C EUR

17.7%

Fund Name Currency Loss
29 Montbleu Sherpa C EUR

-2.4%

30 BBR France Part C EUR

-2.4%

31 JPM France Equity A Acc EUR EUR

-2.5%

31 AAZ Challenger EUR

-2.5%

33 OFI Actions France C EUR

-2.6%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.2% 5.6%
2016 4.3% -6.8% -1.0% 5.2% 7.5%
2015 13.7% 16.9% -1.0% -5.5% 3.9%
2014 1.3% 4.5% -0.2% -1.2% -1.7%
2013 25.3% 2.4% 1.5% 11.0% 8.7%
2012 19.2% 9.7% -4.4% 6.0% 7.2%
2011 -15.3% 2.7% 3.2% -24.5% 5.9%
2010 1.6% 1.2% -10.3% 7.8% 3.8%
2009 25.0% -12.8% 14.9% 20.9% 3.2%
2008 -40.2% -16.0% -2.3% -9.8% -19.2%
2007 3.6% 3.3% 9.5% -6.5% -2.0%
2006 22.1% 12.8% -2.4% 4.7% 5.9%
2005 31.5% 7.1% 8.6% 12.0% 1.0%
2004 13.0% 2.8% 3.7% 0.1% 6.0%
2003 15.7% -13.2% 18.4% 1.0% 11.4%
2002 -31.2% 1.8% -14.4% -25.9% 6.4%
2001 -21.3% -13.2% 1.0% -20.0% 12.3%
2000 7.8% 11.4% 2.3% -0.6% -4.8%
1999 66.5% 4.5% 10.4% 1.7% 41.9%
1998 25.2% 26.5% 11.2% -22.8% 15.3%
1997 20.4% 10.7% 7.1% 3.8% -2.2%
1996 37.6% 14.7% 9.9% -0.6% 9.8%
1995 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Italy
  4. Luxembourg
  5. Spain
  6. Switzerland

Fund Info

  • Launch date27/07/2012
  • Share Class size56Mn
  • Base currencyEUR
  • ISIN LU0773547947

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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