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JPM US Technology A Dis GBP

Ranked 11 out of 15 in - Technology over 12 months
All calculations are in GBP

Managed by

Greg Tuorto

Gregory Luttrell

Greg Luttrell studied at Indiana University and has an MBA from New York University. He joined JP Morgan as an equity research analyst in 2007 from TIAA-CREF, where he worked for three years. He is currently the co-lead manager on the JPM US Technology Fund alongside Greg Turoto.

Objective

To provide long-term capital growth by investing primarily in technology, media and telecommunications related US companies. At least 67% of the Sub-Fund’s assets (excluding cash and cash equivalents) will be invested in equity securities of technology, media and telecommunications related companies that are domiciled in, or carrying out the main part of their economic activity in, the US.The Sub-Fund may also invest in Canadian companies.

Performance

Technology over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 6.5% 3.7% -0.9% 3.6%
2013 25.3% 13.2% 1.5% 5.5% 3.3%
2012 2.9% 17.1% -8.5% 3.3% -7.0%
2011 -7.6% 6.0% -0.5% -17.0% 5.6%
2010 33.0% 9.3% -7.2% 12.7% 16.4%
2009 48.4% 5.2% 5.9% 18.0% 12.9%
2008 -31.4% -16.3% -1.7% -7.0% -10.3%
2007 11.0% -1.6% 7.2% 3.7% 1.4%
2006 -8.6% 7.2% -16.1% 3.2% -1.6%
2005 13.0% -8.9% 8.9% 9.0% 4.5%
2004 0.8% -4.1% 4.3% -6.6% 7.9%
2003 38.6% -1.1% 18.4% 10.7% 7.0%
2002 -62.9% -21.9% -40.5% -29.1% 12.8%
2001 -60.4% -48.3% 16.2% -59.6% 63.5%
2000 -41.3% -41.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Cyprus
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Hungary
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Peru
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date12/10/2000
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN LU0119095742

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5

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