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JPM America Equity

Ranked 70 out of 187 in - North America over 12 months
All calculations are in EUR

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.

Performance

North America over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 11.6% 1.7% 3.1% 6.4%
2013 33.8% 15.5% 3.5% 3.6% 8.1%
2012 13.3% 15.6% -0.9% 6.4% -7.0%
2011 -1.8% -2.4% -1.5% -11.2% 15.0%
2010 19.6% 11.2% -4.8% -0.2% 13.1%
2009 25.8% -5.9% 11.5% 7.9% 11.1%
2008 -34.6% -16.2% -4.7% 2.1% -19.8%
2007 -4.9% 1.3% 7.1% -5.5% -7.4%
2006 1.4% 1.6% -9.1% 5.9% 3.7%
2005 16.7% 2.4% 8.1% 2.4% 3.1%
2004 3.2% 3.1% 2.5% -2.7% 0.4%
2003 4.7% -8.7% 12.5% -0.8% 2.8%
2002 -34.6% 0.6% -24.3% -17.2% 3.7%
2001 -2.4% -3.4% 11.1% -19.9% 13.5%
2000 8.0% 13.3% -3.2% 9.2% -9.9%
1999 10.8% 6.1% 14.5% -15.7% 8.2%

Month by Month Performance

Returns Vs Risk

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

Related News

JP Morgan Asset Management launches high alpha US equity fund

JP Morgan Asset Management is launching an onshore version of its high alpha US fund.

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