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JPM Europe Smaller Companies

Ranked 8 out of 11 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Jim Campbell

Scotsman Jim Campbell studied Economics and Law at Edinburgh University before entering the financial world. In 1988 he began a seven-year stint at Ivory & Sime where he worked as an investment manager for UK and European Smaller Companies. He subsequently switched to JP Morgan Asset Management in 1995. At JP Morgan, Campbell works closely with colleague Francesco Conte. The duo employ a mixture of bottom up, value and growth stock selection styles in their management of a selection of funds which includes the UK-domiciled JPM Europe Smaller Companies fund. They also claim responsibility for the JPM Europe Small Cap and JPM Europe Recovery SICAVs as well as a variety of segregated mandates. Campbell is a keen football fan who keeps fit with regular trips to the gym.

Francesco Conte

JP Morgan Asset Management’s European Smaller Companies specialist Francesco Conte has been managing funds for the group since joining in 1998. Conte began his career at specialist mergers and acquisitions boutique Ermgassen and Co. as an associate specialising in cross-border alliances. After a three-year stint he moved to Schroder Securities in 1993 taking on the role of lead sell-side analyst in the Italian equities team. At JP Morgan, Conte runs approximately €2 billion including the JPM Europe Small Cap fund. Born in Trapani, Italy, in 1966, Conte holds a degree in Economics with a focus on International Trade and Development from the London School of Economics. He keeps fit by running regularly and enjoys relaxing at the cinema or at home with a good book.

Edward Greaves

Objective

To provide long-term capital growth by investing primarily in European smaller companies. European smaller companies are companies that are incorporated under the laws of, and have their registered office in, Europe (excluding the UK), or that derive the predominant part of their economic activity from Europe (excluding the UK), even if listed elsewhere. Other instruments as permitted in the stated investment and borrowing powers of the Company including, but not limited to, fixed interest securities, cash and cash equivalents may be held on an ancillary basis, as appropriate.

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Performance

European Small & Medium Companies over : 30/09/2016 - 30/09/2017
  • Rank 8/11 Total Return
  • Rank 10/11 Standard Deviation
  • Rank 11/11 Max Drawdown
Fund Name Currency Return
6 JPM Europe Small Cap A Dis EUR GBP

23.4%
7 Invesco Pan European Small Cap Equity A Acc EUR GBP

22.9%
8 JPM Europe Smaller Companies A Acc GBP

22.9%
9 Fidelity Funds - European Smaller Cos A-EUR GBP

22.0%
10 PARVEST Equity Europe Small Cap Classic C EUR GBP

16.8%
View full league table
Fund Name Currency Risk
7 JPM Europe Dynamic Small Cap A (perf) Acc EUR GBP

10.6
8 PARVEST Equity Europe Small Cap Classic C EUR GBP

10.7
9 T Rowe European Smaller Companies Equity A EUR GBP

10.9
10 JPM Europe Smaller Companies A Acc GBP

11.9
10 Invesco Continental European Small Cap Eq A AD USD GBP

11.9
View full league table
Fund Name Currency Loss
7 PARVEST Equity Europe Mid Cap C C EUR GBP

-5.0%
7 Henderson Gartmore Pan European Sm Cos R EUR Acc GBP

-5.0%
9 T Rowe European Smaller Companies Equity A EUR GBP

-5.3%
10 PARVEST Equity Europe Small Cap Classic C EUR GBP

-6.3%
11 JPM Europe Smaller Companies A Acc GBP

-7.2%
View full league table

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.3% 6.4% 7.4%
2016 14.3% 0.4% 3.1% 13.3% -2.5%
2015 29.0% 12.0% -2.2% 4.5% 12.7%
2014 -4.9% 5.7% -6.7% -9.4% 6.3%
2013 41.9% 12.2% 3.1% 11.0% 10.5%
2012 10.1% 7.4% -11.6% 8.0% 7.4%
2011 -25.8% 1.9% -1.2% -24.4% -2.6%
2010 27.9% 9.6% -12.9% 15.2% 16.3%
2009 27.9% -15.1% 12.5% 32.7% 0.9%
2008 -36.9% -6.1% -4.2% -21.0% -11.1%
2007 10.0% 10.8% 5.9% -4.3% -2.1%
2006 31.2% 22.6% -6.6% 1.2% 13.2%
2005 40.4% 8.7% 7.4% 17.6% 2.3%
2004 29.9% 3.6% 5.1% 4.3% 14.5%
2003 39.3% -4.2% 15.7% 11.9% 12.3%
2002 -16.0% 8.1% -2.4% -22.8% 3.2%
2001 -33.5% -17.0% -5.0% -24.6% 11.9%
2000 7.1% 39.6% -13.0% 1.9% -13.5%
1999 69.2% -2.6% 8.0% 0.6% 59.9%
1998 26.0% 23.2% 12.7% -19.4% 12.6%
1997 8.2% 9.6% -0.7% 9.5% -9.3%
1996 19.7% 17.7% 7.2% -1.8% -3.5%
1995 -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date09/02/1990
  • Share Class size125Mn
  • Base currencyGBP
  • ISIN GB0030881006

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).