Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

JPM Europe Strategic Growth

Ranked 63 out of 127 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Michael Barakos

Michael Barakos joined JP Morgan Asset Management as an investment analyst in 1999, having earned a bachelor’s degree in economics from the London School of Economics. He was appointed European investment manager in 2000 and currently co-manages a variety of funds, applying a bottom-up investment style to the UK-domiciled JPM UK Equity and JPM UK Strategic Value funds and the Luxembourg-domiciled JPM Europe Strategic Value and JPM Europe Strategic Growth funds. Born in 1977, Barakos gained early experience of the financial world by working as a risk management accountant for the European Bank for Reconstruction and Development’s treasury department from 1995 to 1996. He followed this with internships at Sigma Securities in Athens and at Deutsche Asset Management before joining JP Morgan. Away from the office he is a keen tennis player and follows the fortunes of Liverpool football Club.

Ben Stapley

Ben Stapley is a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2002, Ben worked in a product development role for 5 years before joining the European Equity Group. Ben sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on growth mandates. He is currently lead manager on a number of funds. He graduated at the University of Nottingham and holds a BA degree in Economics. Ben is a holder of the Investment Management Certificate and is a CFA charterholder.

Objective

To provide long-term capital growth by investing primarily in a growth style based portfolio of European companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in a growth style biased portfolio of 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 Norway View performance globally

Performance

Europe over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.5% 2.5% 3.8%
2016 -0.5% -7.3% 0.9% 5.9% 0.4%
2015 21.8% 19.9% -1.5% -4.9% 8.5%
2014 12.3% 6.9% 1.4% 0.1% 3.5%
2013 30.8% 10.8% 0.2% 7.9% 9.3%
2012 20.8% 9.3% -0.5% 6.7% 4.1%
2011 -14.6% -0.6% -1.1% -19.1% 7.4%
2010 29.9% 7.5% -2.5% 11.4% 11.3%
2009 25.5% -7.9% 14.6% 13.8% 4.5%
2008 -48.5% -15.2% -1.2% -19.0% -24.1%
2007 1.8% 5.1% 5.2% -4.1% -4.0%
2006 23.8% 12.3% -4.9% 4.2% 11.2%
2005 31.2% 6.4% 6.8% 11.0% 4.1%
2004 12.9% 7.6% 1.0% -1.9% 5.9%
2003 15.0% -10.3% 13.8% 4.5% 7.8%
2002 -27.8% 1.8% -15.3% -15.1% -1.5%
2001 -22.0% -12.3% -0.4% -22.5% 15.2%
2000 -9.0% 4.1% -10.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2017

Top 10 Holdings

Stock Size
Roche Holding AG Par 4.06
British American Tobacco PLC ORD 2.95
SAP SE ORD 2.18
Unilever NV DR 1.89
LVMH Moet Hennessy Louis Vuitton SE ORD 1.79
Diageo PLC ORD 1.73
Unilever PLC ORD 1.45
Prudential PLC ORD 1.41
ASML Holding NV ORD 1.13
Atlas Copco AB ORD 1.10
30/04/2017

Registered For Sale In

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

Fund Info

  • Launch date14/02/2000
  • Share Class size251Mn
  • Base currencyEUR
  • ISIN LU0107398538

Purchase Info

  • Min. initial investment30,000
  • 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).