JPM America Equity
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.
Jonathan Simon
Jonathan Simon graduated from Oxford University with an MA in mathematics. He joined JP Morgan in 1980 where he started as an analyst in the London office and transferred to New York in 1983. Jonathan became a portfolio manager in 1987 and was the president of Robert Fleming’s US asset management operations from 1990 to 2000. He is currently the head of the US value team and manages a number of equity value funds. Jonathan has over 30 years of industry experience.
Objective
To provide long-term capital growth by investing primarily in US 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, the US. The Sub-Fund's portfolio will invest in approximately 20 to 40 companies.
Performance
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Rank 79/244 Total Return
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Rank 131/244 Standard Deviation
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Rank 179/244 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 77 | Investec GSF American Equity A Inc | GBP | 27.9% |
| 78 | NatWest North American Equity S2 Inc | GBP | 27.8% |
| 79 | JPM America Equity A Dis USD | GBP | 27.7% |
| 80 | SEB 1 US All Cap (USD) | GBP | 27.6% |
| 81 | OYSTER US Selection C USD PR | GBP | 27.6% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 129 | Janus US Twenty Fund A USD Acc | GBP | 12.8 |
| 130 | BGF US Basic Value A2 GBP | GBP | 12.8 |
| 131 | JPM America Equity A Dis USD | GBP | 12.8 |
| 132 | Julius Baer EF US Leading-USD B | GBP | 12.9 |
| 133 | BGF US Flexible Equity A2 USD | GBP | 12.9 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 177 | Artisan US Value Equity I USD Acc | GBP | -6.1% |
| 178 | Goldman Sachs GMS US Equity Pf P Acc USD | GBP | -6.1% |
| 179 | JPM America Equity A Dis USD | GBP | -6.1% |
| 180 | Goldman Sachs US Focused Growth Eq Pf Base USD | GBP | -6.2% |
| 180 | Aberdeen North American Equity A Acc | GBP | -6.2% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2016 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2016 | -0.5% | 6.8% | |||
| 2015 | 8.7% | 4.8% | -3.7% | -1.9% | 9.8% |
| 2014 | 14.4% | 1.1% | -0.2% | 5.6% | 7.3% |
| 2013 | 37.2% | 20.4% | 4.9% | 1.0% | 7.6% |
| 2012 | 10.1% | 15.3% | -3.8% | 4.8% | -5.3% |
| 2011 | -4.3% | 0.9% | 0.5% | -15.3% | 11.5% |
| 2010 | 15.3% | 11.7% | -12.6% | 5.6% | 11.8% |
| 2009 | 15.6% | -9.8% | 2.5% | 15.7% | 8.0% |
| 2008 | -13.9% | -9.0% | -5.3% | 1.7% | -1.6% |
| 2007 | 3.6% | 2.0% | 6.3% | -2.0% | -2.5% |
| 2006 | -0.5% | 3.1% | -9.9% | 3.9% | 3.0% |
| 2005 | 13.3% | -0.6% | 6.1% | 3.3% | 3.9% |
| 2004 | 3.7% | -2.1% | 2.9% | -0.5% | 3.5% |
| 2003 | 13.2% | -3.3% | 13.4% | -0.1% | 3.3% |
| 2002 | -30.4% | 0.8% | -20.0% | -19.7% | 7.6% |
| 2001 | -5.0% | -4.4% | 7.5% | -17.6% | 12.1% |
| 2000 | 9.1% | 9.3% | 2.2% | 2.9% | -5.1% |
| 1999 | -2.4% | 0.5% | 12.0% | -16.7% | 4.0% |
| 1998 | 8.2% | 8.4% | 0.4% | -17.3% | 20.2% |
| 1997 | 41.2% | 5.4% | 13.2% | 15.4% | 2.5% |
| 1996 | 17.1% | 9.5% | 3.2% | 2.2% | 1.5% |
| 1995 | 7.9% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Bahrain
- Belgium
- Chile
- Cyprus
- Estonia
- Finland
- France
- Germany
- Greece
- Hong Kong
- Ireland
- Italy
- Jersey
- Liechtenstein
- Luxembourg
- Netherlands
- Norway
- Peru
- Spain
- Sweden
- Switzerland
- Taiwan
- United Kingdom
Fund Info
- Launch date16/11/1988
- Share Class size500Mn
- Base currencyUSD
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ISIN LU0053666078
Purchase Info
- Min. initial investment35,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment5