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JPM US Technology A Dis USD

Ranked 13 out of 25 in - Technology over 12 months
All calculations are in GBP unless stated

Managed by

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.

Greg Tuorto

Greg Tuorto is a managing director and technology analyst in the US Equity group at JP Morgan Asset Management. Prior to joining the firm, he was a technology analyst and small-cap portfolio manager at The Guardian Park Avenue Funds. Greg graduated from Monmouth University in West Long Branch with an MBA and from Catholic University in Washington DC with a BA.

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.

Showing fund performance in United Kingdom View performance globally

Performance

Technology over : 31/10/2015 - 31/10/2016
  • Rank 13/25 Total Return
  • Rank 14/25 Standard Deviation
  • Rank 19/25 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -5.4% 10.4% 16.1%
2015 12.9% 8.0% 1.1% -7.6% 11.9%
2014 17.9% 3.7% -0.4% 2.5% 11.4%
2013 25.2% 13.3% 2.0% 5.4% 2.7%
2012 3.0% 17.6% -8.9% 3.5% -7.2%
2011 -6.7% 7.0% -0.4% -17.2% 5.8%
2010 31.4% 10.5% -10.1% 15.2% 14.9%
2009 46.0% 3.6% 5.9% 17.4% 13.5%
2008 -30.3% -16.7% -0.7% -8.4% -8.1%
2007 10.8% -0.6% 5.9% 4.0% 1.1%
2006 -8.6% 7.0% -16.0% 3.9% -2.1%
2005 14.3% -7.9% 7.9% 9.2% 5.3%
2004 0.7% -2.0% 3.3% -7.9% 8.1%
2003 39.5% -0.3% 20.0% 9.6% 6.5%
2002 -63.4% -22.0% -38.9% -31.3% 11.8%
2001 -60.3% -48.1% 16.7% -59.6% 62.2%
2000 -41.3% 15.4% -0.4% 4.5% -51.2%
1999 171.6% 22.3% 13.8% 1.4% 92.5%
1998 43.1% 16.9% 3.7% -18.3% 44.6%

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. Hong Kong
  12. Hungary
  13. Ireland
  14. Italy
  15. Jersey
  16. Luxembourg
  17. Macau
  18. Netherlands
  19. Norway
  20. Peru
  21. Poland
  22. Spain
  23. Sweden
  24. Switzerland
  25. Taiwan
  26. United Kingdom

Fund Info

  • Launch date05/12/1997
  • Share Class size107Mn
  • Base currencyUSD
  • ISIN LU0082616367

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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