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JPM Europe Equity A Dis EUR

Rang 171 von 395 in - Aktien - Europa über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Philippa Clough

Philippa Clough is a vice president and portfolio manager in the European Equities group at JP Morgan Asset Management. She joined the firm in 2010 and prior to this she completed an M&A and Strategic Advisory internship with the Financial Institutions group team at Lazard. Philippa graduated from Oxford University in Mathematics and is a CFA charterholder.

Alexander Fitzalan-Howard

Alexander Fitzalan Howard was born in 1964 in the United Kingdom. He gained a degree in Modern History from Oxford University and kicked off his career as a research analyst at Flemings in 1986. At Flemings, Alexander specialized in financial and media sectors and also product development and capital markets. In 1992, he opened Flemings office in Prague and was fund manager and head of the portfolio US management team. He joined JP Morgan in 1999 and currently manages the JPM France Selection fund. Alexander focuses on a bottom up, value and growth strategy for his funds.

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.

Anlageziel

To provide long-term capital growth by investing primarily in European companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country.

Performance

Aktien - Europa über : 30.06.2017 - 30.06.2018
  • Rangfolge 171/395 Gesamtertrag
  • Rangfolge 139/395 Standardabweichung
  • Rangfolge 214/395 Maximaler Verlust

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.06.2018 Jährlich Q1 Q2 Q3 Q4
2018 -4,1% 3,2%
2017 13,1% 6,5% 1,9% 2,3% 1,9%
2016 -0,7% -8,9% -1,8% 4,4% 6,3%
2015 13,4% 17,3% -2,8% -7,2% 7,1%
2014 7,5% 4,9% 2,1% 0,4% -0,1%
2013 25,4% 9,0% -1,1% 7,7% 8,0%
2012 19,2% 7,4% -1,5% 8,1% 4,2%
2011 -12,5% 1,3% -1,1% -20,2% 9,5%
2010 14,7% 3,6% -6,0% 9,6% 7,5%
2009 30,6% -11,3% 21,6% 15,5% 4,9%
2008 -49,5% -15,8% -2,9% -16,4% -26,1%
2007 -4,9% 2,4% 4,8% -6,2% -5,4%
2006 20,7% 9,5% -3,1% 5,7% 7,7%
2005 28,5% 7,2% 5,5% 8,1% 5,1%
2004 12,8% 5,4% 2,7% -0,4% 4,7%
2003 17,2% -11,4% 16,7% 3,5% 9,6%
2002 -25,4% 4,4% -13,7% -19,3% 2,7%
2001 -16,5% -10,6% 1,5% -16,9% 10,7%
2000 4,3% 11,2% -4,3% 2,8% -4,6%
1999 34,5% 4,3% 2,9% -4,1% 30,6%
1998 11,6% 21,1% 3,1% -23,7% 17,1%
1997 38,3% 14,1% 12,2% 8,6% -0,5%
1996 34,4% 9,9% 6,9% 3,1% 11,0%
1995 4,4%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

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

Information über den Fonds

  • Starttermin01.12.1988
  • Größe der Anteilsklasse178Mn
  • BasiswährungUSD
  • ISIN LU0053685029

Kaufinformation

  • Mindestanlage (initial)35.000
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,00%
  • Ausgabeaufschlag1

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