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JPM Euroland Dynamic A (perf) Acc EUR

Ranked 6 out of 7 in - EuroZone over 12 months
All calculations are in EUR unless stated

Managed by

John Baker

Born in 1972 in Cork, Ireland, John Baker obtained a BA in Modern Languages and Business Studies from the University College Cork, Ireland. He joined JP Morgan in 1994 as an investment administrator and went on to become portfolio manager from 1995 to 1999. He is currently vice president and portfolio manager within the European Equity Group High Alpha Team. His investment strategy is bottom up, best of value or best of growth of the fund. He enjoys horseracing as means of relaxing when he is not working.

Jonathan Ingram

Jonathan Ingram was born in 1978 and attended Oxford University where he obtained an M.Eng (Hons) in Natural Sciences (Metallurgy). Jonathan began his career in JP Morgan Asset Management (2000-2003) working as a quantitative investment analyst in the currency group. In 2003, he became analyst and portfolio manager in the European High Alpha Team at JP Morgan Asset Management. In 2007, he was appointed head of the team and he is currently portfolio manager of the JPM Europe Fund, JPM Europe Dynamic ex UK and JPM UK Dynamic Fund. Jonathan’s investment style focuses on a bottom up, best of value and best of growth strategy. He is a Certified Financial Analyst.

Anis Lahlou-Abid

Anis Lahlou graduated from the French Grande Ecole ESSEC in Paris and is a CFA Charterholder. He joined JP Morgan upon graduation in 2000 as an analyst in the investment banking division and went on to become portfolio manager in the European equities group after transferring to Asset Management in 2005. He is currently managing director and portfolio manager within the unconstrained high alpha team, managing high tracking error long only European funds (“Dynamic funds”) and two equity long/short funds. His investment strategy relies on bottom up stock picking focused on growth, value and quality. Anis enjoys surfing and kickboxing as means of relaxing when he is not working.

Objective

To maximise long-term capital growth by investing primarily in an aggressively managed portfolio of companies of countries which are part of the Euro-zone ('Euroland Countries'). 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 a Euroland Country. The Sub-Fund may invest to a limited extent in companies from other European countries.

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Performance

EuroZone over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.4% 3.4%
2016 -0.2% -9.4% -4.2% 7.9% 6.6%
2015 11.4% 18.9% -3.5% -7.2% 4.7%
2014 6.3% 7.4% 0.5% -2.7% 1.2%
2013 34.5% 4.6% 2.1% 11.5% 12.9%
2012 26.0% 13.1% -5.7% 9.2% 8.2%
2011 6.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2017

Top 10 Holdings

Stock Size
Siemens AG ORD 3.87
Allianz SE ORD 3.44
ING Groep NV ORD 2.82
Sanofi SA ORD 2.52
Banco Santander SA ORD 2.49
Vinci SA ORD 2.48
Cash and Cash Equivalents 2.46
AXA SA ORD 2.44
Adidas AG ORD 2.43
Kering SA ORD 2.26
31/03/2017

Registered For Sale In

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

Fund Info

  • Launch date20/09/2011
  • Share Class size359Mn
  • Base currencyEUR
  • ISIN LU0661985969

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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