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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 total assets (excluding cash and cash equivalents) will be invested in equity and equity linked securities of companies that are incorporated under the laws of, and have their registered office in, the US, or that derive the predominant part of their economic activity from the US, even if listed elsewhere.

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Hong Kong
  10. Ireland
  11. Jersey
  12. Luxembourg
  13. Macau
  14. Netherlands
  15. Norway
  16. Sweden
  17. Switzerland
  18. Taiwan
  19. United Kingdom

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