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JPM Europe Dynamic A Dis EUR

Ranked 15 out of 17 in - Europe 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 European companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country.

Showing fund performance in Estonia View performance globally

Performance

Europe over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.1%
2017 7.3% 4.8% 1.5% 0.8% 0.1%
2016 -0.7% -9.7% -3.1% 5.3% 7.7%
2015 12.5% 16.8% -1.4% -7.2% 5.2%
2014 5.5% 3.6% 0.5% 0.2% 1.2%
2013 32.7% 8.2% 1.1% 9.8% 10.5%
2012 23.0% 10.8% -3.4% 6.1% 8.3%
2011 -11.7% -1.8% -0.3% -17.0% 8.7%
2010 15.4% 6.3% -8.2% 7.9% 9.6%
2009 29.1% -10.1% 20.0% 16.6% 2.7%
2008 -46.7% -17.2% -0.3% -16.7% -22.5%
2007 2.7% 2.4% 8.4% -3.9% -3.8%
2006 28.9% 13.7% -2.3% 5.9% 9.6%
2005 34.9% 7.8% 7.6% 9.8% 5.9%
2004 10.1% 3.6% 0.7% 0.2% 5.3%
2003 18.7% -9.1% 12.6% 7.7% 7.7%
2002 -21.0% 6.3% -8.7% -12.8% -6.7%
2001 -4.0% -8.2% 3.5% -13.5% 16.9%

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. Liechtenstein
  17. Luxembourg
  18. Macau
  19. Netherlands
  20. Norway
  21. Peru
  22. Poland
  23. Spain
  24. Sweden
  25. Switzerland
  26. Taiwan
  27. United Kingdom

Fund Info

  • Launch date08/12/2000
  • Share Class size97Mn
  • Base currencyUSD
  • ISIN LU0119062650

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

Political pitfalls punish JPM’s Europe Dynamic team

JPM’s John Baker says off-kilter stock calls were the reason for underperformance in the €1.5 billion fund.

JPM equity star: three stocks for an uncertain Europe

Sector specialist John Baker thinks there are pros and cons to investing in Europe and highlights three firms to buy.

AA-rated manager doubles French bet in €1.5bn fund

European equity specialist Jonathan Ingram thinks investors need to think longer term about the region and go beyond France's economic impasse.

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