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JPM Europe Strategic Dividend A Acc EUR

Rang 32 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 : 30.11.2016 - 30.11.2017

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 29.09.2017 Jährlich Q1 Q2 Q3 Q4
2017 3,5% 1,4% 1,6%
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. Dänemark
  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. Spanien
  19. Schweden
  20. Schweiz
  21. Taiwan
  22. Vereinigtes Königreich

Information über den Fonds

  • Starttermin24.02.2005
  • Größe der Anteilsklasse441Mn
  • BasiswährungEUR
  • ISIN LU0169527297

Kaufinformation

  • Mindestanlage (initial)35.000
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,50%
  • Ausgabeaufschlag5

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Laut Thomas Buckingham bieten der günstige Euro und der niedrige Ölpreis attraktive Investitions-Chancen. Er setzt auf den Banken-Sektor, empfiehlt aber auch zwei weitere Branchen.

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