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JPM Europe Strategic Growth

Ranked 5 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 : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7% 7.6% 2.4%
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

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
Nestle SA ORD 3.47%
Roche Holding AG Par 3.47%
SAP SE ORD 2.57%
LVMH Moet Hennessy Louis Vuitton SE ORD 2.23%
BASF SE ORD 2.01%
ASML Holding NV ORD 2.01%
Diageo PLC ORD 1.97%
Novo Nordisk A/S ORD 1.88%
Airbus SE ORD 1.67%
L'Oreal SA ORD 1.42%
30/06/2018

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 size267Mn
  • Base currencyUSD
  • ISIN LU0107398538

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

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