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JPM US Equity All Cap A Acc USD

Ranked 583 out of 1893 in - US over 12 months
All calculations are in USD unless stated

Managed by

Timothy Parton

Timothy Parton is a portfolio manager in the U.S. Equity Group at JP Morgan Asset Management. An employee since 1986, Parton has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund. Parton holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Jonathan Simon

Jonathan Simon graduated from Oxford University with an MA in mathematics. He joined JP Morgan in 1980 where he started as an analyst in the London office and transferred to New York in 1983. Jonathan became a portfolio manager in 1987 and was the president of Robert Fleming’s US asset management operations from 1990 to 2000. He is currently the head of the US value team and manages a number of equity value funds. Jonathan has over 30 years of industry experience.

Objective

To provide long-term capital growth by investing primarily in a portfolio of US companies across all market capitalisations. At least 67% of the Sub-Fund’s assets (excluding cash and cash equivalents) will be invested in equity securities of companies of all sizes that are domiciled in, or carrying out the main part of their economic activity in, the US. The Sub-Fund may also invest in Canadian companies.

Performance

US over : 31/07/2017 - 31/07/2018
  • Rank 583/1893 Total Return
  • Rank 770/1893 Standard Deviation
  • Rank 1005/1893 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5% 4.6%
2017 23.3% 6.0% 4.5% 4.3% 6.7%
2016 7.0% -2.9% 1.9% 3.9% 4.2%
2015 0.2% 1.6% 3.0% -9.2% 5.5%
2014 3.8% -2.1% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Curacao
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hungary
  11. Ireland
  12. Italy
  13. Jersey
  14. Liechtenstein
  15. Luxembourg
  16. Norway
  17. Poland
  18. Slovakia
  19. Spain
  20. Sweden
  21. Switzerland
  22. Taiwan
  23. United Kingdom

Fund Info

  • Launch date28/02/2014
  • Share Class size340Mn
  • Base currencyUSD
  • ISIN LU1033933612

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).