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JPM Euroland Equity A Dis EUR

Rang 22 von 111 in - Aktien - Eurozone über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Nicholas Horne

Nicholas Horne is a portfolio manager and head of research in the J.P. Morgan Asset Management European Equity Group. An employee since 2006, he did his investment banking internship at the M&A Group at Trenwith Securities. Before that, he did an internship in private wealth management at Smith Barney. Nick holds a BSM in finance and international relations from Tulane University, and an MSc in politics of the world economy from the London School of Economics. Nick is a CFA charterholder.

Stephen Macklow-Smith

Stephen Macklow-Smith works as the strategist within the J.P. Morgan Asset Management European equity group, as well as being a senior portfolio manager responsible for Core portfolios and the JP Morgan European Investment Trust. An employee since 1997, Stephen was previously head of the European team at HSBC Asset Management. Prior to this, he was a fund manager of European pension fund assets at Henderson Administration. Stephen obtained an M.A. in Classics and Modern Languages from Oxford University.

Richard Webb

Richard Webb was born in 1963 in the United Kingdom. He gained a BA (Hons) in Modern History and Politics from the University of Durham and an MA in European Management at Cranfield School of Management. Richard began his career in 1987 as an investment analyst at Carnegie International. From 1990 to 1995, he worked for Royal Insurance Asset Management as an investment manager, progressing to Head of European and International Equities. In 1995, Richard joined JP Morgan Asset Management and is currently co-manager (with Alexander Fitzalan-Howard) of the JPM France Selection and JPM Germany Equity. His investment strategy is bottom up, value and growth.

Anlageziel

To provide long-term capital growth by investing primarily in companies of countries which are part of the Eurozone (the 'Euroland Countries'). At least 75% of the Sub-Funds net assets will be invested in equity securities (excluding convertible securities, index and participation notes and equity linked notes) of companies that are domiciled in, or carrying out the main part of their economic activity in, a Euroland Country.

Performance

Aktien - Eurozone über : 31.12.2016 - 31.12.2017
  • Rangfolge 22/111 Gesamtertrag
  • Rangfolge 54/111 Standardabweichung
  • Rangfolge 50/111 Maximaler Verlust

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 31.12.2017 Jährlich Q1 Q2 Q3 Q4
2017 15,6% 6,2% 3,9% 4,4% 0,3%
2016 2,4% -7,4% -3,7% 6,1% 8,2%
2015 13,5% 19,4% -4,2% -7,4% 7,2%
2014 5,4% 5,1% 1,5% -2,1% 1,1%
2013 27,5% 4,7% 0,6% 10,3% 9,7%
2012 21,2% 10,1% -5,9% 9,7% 6,7%
2011 -20,1% 2,9% -0,4% -25,7% 5,0%
2010 6,4% -0,2% -7,3% 9,5% 5,0%
2009 28,4% -15,4% 23,6% 17,7% 4,2%
2008 -49,5% -17,2% -4,1% -16,3% -24,1%
2007 1,5% 3,1% 7,6% -5,1% -3,6%
2006 24,6% 12,8% -4,1% 6,5% 8,1%
2005 27,8% 6,0% 7,0% 8,7% 3,7%
2004 16,2% 4,9% 2,7% -0,2% 8,1%
2003 18,4% -10,7% 17,6% 0,8% 11,9%
2002 -29,4% 1,0% -13,0% -22,1% 3,2%
2001 -18,5% -12,0% 0,0% -18,9% 14,1%
2000 4,9% 15,5% -3,7% -1,3% -4,4%
1999 34,1% 1,7% 4,8% -4,2% 31,2%
1998 17,7% 23,7% 4,9% -23,8% 19,2%
1997 38,7% 13,6% 15,4% 6,8% -0,9%
1996 38,3% 13,5% 9,7% 1,1% 10,0%
1995 0,8%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Bahrain
  3. Belgien
  4. Chile
  5. Estland
  6. Finnland
  7. Frankreich
  8. Deutschland
  9. Griechenland
  10. Ungarn
  11. Irland
  12. Italien
  13. Jersey
  14. Luxemburg
  15. Niederlande
  16. Norwegen
  17. Polen
  18. Portugal
  19. Spanien
  20. Schweden
  21. Schweiz
  22. Vereinigtes Königreich

Information über den Fonds

  • Starttermin30.11.1988
  • Größe der Anteilsklasse98Mn
  • BasiswährungUSD
  • ISIN LU0089640097

Kaufinformation

  • Mindestanlage (initial)35.000
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,50%
  • Ausgabeaufschlag1,5

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)