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JPM Europe Dynamic ex-UK

Ranked 4 out of 15 in - Europe Excluding UK over 12 months
All calculations are in GBP 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.

Blake Crawford

Blake Crawford is a portfolio manager at J.P. Morgan Asset Management. An employee since 2008, Blake previously worked at Man Investments. Prior to that, he worked as a financial regulatory accountant at Wachovia and before that, he worked in financial institutions support at Barclays Capital. Blake obtained a BSc in Economics from the University of Bath. Blake is a CFA charterholder.

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.

Objective

To maximise long-term capital growth by investing primarily in Continental European equities. Continental European Equities are those issued by companies that are incorporated under the laws of, and have their registered office in, continental Europe, or that derive the predominant part of their economic activity from continental Europe, even if listed elsewhere. The Fund may invest in smaller companies.

Showing fund performance in Jersey View performance globally

Performance

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

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.6% 5.7% 2.7%
2016 18.8% -1.6% 2.0% 10.8% 7.0%
2015 7.8% 9.6% -4.0% -3.0% 5.6%
2014 0.6% 6.2% -2.5% -4.1% 1.4%
2013 36.9% 10.0% 3.3% 8.1% 11.5%
2012 21.9% 11.7% -7.5% 7.1% 10.1%
2011 -19.3% 1.4% 3.2% -24.7% 2.4%
2010 16.0% 7.5% -16.5% 13.9% 13.5%
2009 16.6% -17.2% 8.2% 28.6% 1.3%
2008 -27.1% -10.3% -1.5% -15.3% -2.6%
2007 19.4% 5.8% 9.0% 1.5% 2.0%
2006 30.7% 18.4% -3.7% 4.9% 9.3%
2005 36.2% 5.5% 5.2% 13.9% 7.7%
2004 9.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2017

Top 10 Holdings

Stock Size
Siemens AG ORD 3.70
Sanofi SA ORD 3.33
Allianz SE ORD 3.04
Kering SA ORD 2.83
ING Groep NV ORD 2.49
KBC Groep NV ORD 2.35
Banco Santander SA ORD 2.23
VAT Group AG ORD 2.20
Volvo AB ORD 2.19
GBP Cash 2.08
30/04/2017

Registered For Sale In

  1. Chile
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date30/09/2004
  • Share Class size130Mn
  • Base currencyGBP
  • ISIN GB00B02L5M76

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment3

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