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JPM Europe Strategic Dividend A Acc EUR

Rang 23 von 48 in - Aktien - Europa Dividenden über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

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.

Thomas Buckingham

Tom Buckingham is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2007, Tom sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on income mandates. He is currently lead manager on a number of funds. He graduated at the University of Surrey and holds a BEng degree in Aerospace Engineering. Tom is a holder of the Investment Management Certificate and is a CFA charterholder.

Ian Butler

Ian Butler is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2005, he is currently lead manager on a number of funds. He graduated at the University of Bath and holds a BSc degree in Business Administration. Ian is a holder of the Investment Management Certificate and is a CFA charterholder.

Anlageziel

To provide long-term returns by investing primarily in high dividend-yielding equities of European companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in high dividend-yielding equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. Debt securities, cash and cash equivalents may be held on an ancillary basis.

Performance

Aktien - Europa Dividenden über : 31.05.2017 - 31.05.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 31.03.2018 Jährlich Q1 Q2 Q3 Q4
2018 -4,6%
2017 7,9% 3,5% 1,4% 1,6% 1,2%
2016 -2,1% -7,0% -4,1% 3,5% 6,1%
2015 10,5% 15,4% -1,6% -7,2% 4,9%
2014 8,5% 4,0% 3,5% -0,5% 1,2%
2013 23,3% 6,5% -0,8% 8,1% 7,9%
2012 17,4% 7,2% -1,8% 7,6% 3,7%
2011 -7,4% 1,2% -0,4% -14,7% 7,8%
2010 11,3% 3,7% -5,4% 8,3% 4,9%
2009 40,4% -9,1% 24,4% 17,5% 5,6%
2008 -42,7% -14,8% -4,7% -11,1% -20,6%
2007 -3,7% 2,7% 4,5% -5,4% -5,2%
2006 22,2% 10,5% -3,9% 7,3% 7,2%
2005 7,0% 7,6% 4,1%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

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

Information über den Fonds

  • Starttermin24.02.2005
  • Größe der Anteilsklasse350Mn
  • BasiswährungUSD
  • ISIN LU0169527297

Kaufinformation

  • Mindestanlage (initial)35.000
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,50%
  • Ausgabeaufschlag1,5

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