Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JPM Europe Strategic Growth

Ranked 4 out of 40 in - Europe over 12 months
All calculations are in GBP 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 Jersey View performance globally

Performance

Europe over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7%
2017 21.6% 7.7% 5.2% 4.1% 3.0%
2016 15.2% -0.3% 5.7% 10.3% -0.9%
2015 15.7% 11.8% -3.6% -1.0% 8.5%
2014 4.7% 6.2% -1.8% -2.6% 3.1%
2013 34.2% 15.5% 1.6% 5.2% 8.7%
2012 17.3% 9.1% -3.4% 5.1% 6.0%
2011 -16.7% 2.7% 0.9% -22.8% 4.2%
2010 25.3% 7.9% -10.5% 17.9% 10.1%
2009 15.3% -11.8% 5.4% 22.1% 1.6%
2008 -32.2% -8.0% -1.9% -19.4% -6.8%
2007 10.9% 5.8% 4.3% -0.5% 1.0%
2006 21.4% 14.1% -5.8% 2.2% 10.5%
2005 27.3% 3.4% 4.9% 12.0% 4.9%
2004 13.5% 2.1% 1.4% 0.4% 9.2%
2003 24.3% -5.0% 14.7% 5.3% 8.3%
2002 -23.1% 2.0% -10.4% -17.7% 2.2%
2001 -24.1% -13.2% -3.6% -20.2% 13.7%
2000 -4.0% -1.9% -5.3%

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. Hungary
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Peru
  19. Poland
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date14/02/2000
  • Share Class size254Mn
  • Base currencyUSD
  • ISIN LU0107398538

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

JPM AM hands new L/S fund to Barakos and team

New strategy comes in wake of firm's decision to streamline funds offering at the end of 2017.

JPM's Euro equity star Barakos on buying when it hurts the most

Citywire A-rated Michael Barakos explains how he endured a tough credit crunch before emerging as a disciplined outperformer.

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