JPM America Equity
Managed by
Timothy Parton
Timothy Parton is a portfolio manager in the U.S. Equity Group at JP Morgan Asset Management. An employee since 1986, Parton has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund. Parton holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.
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
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Rank 81/280 Total Return
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Rank 146/280 Standard Deviation
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Rank 148/280 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 79 | Artemis US Extended Alpha I GBP | GBP | 2.5% |
| 80 | Threadneedle (Lux)-American Select AU | GBP | 2.4% |
| 81 | Legg Mason IF Martin Currie North Amer A Acc | GBP | 2.3% |
| 81 | JPM America Equity A Dis USD | GBP | 2.3% |
| 83 | Candriam GF US Equity Opportunities RC USD | GBP | 2.3% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 144 | Fidelity Funds - American Diversified A-USD | GBP | 8.1 |
| 144 | AXA WF Framlington American Growth A C USD | GBP | 8.1 |
| 146 | Lazard US Equity Concentrated Inst Acc USD EA | GBP | 8.1 |
| 146 | Legg Mason IF ClearBridge US Equity A | GBP | 8.1 |
| 146 | JPM America Equity A Dis USD | GBP | 8.1 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 146 | Hermes US All Cap Equity F GBP Acc | GBP | -5.7% |
| 146 | Janus Henderson US Growth A Acc | GBP | -5.7% |
| 148 | JPM America Equity A Dis USD | GBP | -5.8% |
| 148 | UBS US Growth Acc A | GBP | -5.8% |
| 150 | ABN AMRO MMF Aristotle US Equities C Cap EUR | GBP | -5.8% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -5.8% | ||||
| 2017 | 12.9% | 4.0% | 1.3% | 0.6% | 6.6% |
| 2016 | 27.6% | -0.5% | 6.8% | 11.5% | 7.8% |
| 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 | 38.0% | 5.8% | 9.8% | 10.1% | 7.9% |
| 1994 | -1.4% | -0.2% | -3.5% | 2.4% | -0.1% |
| 1993 | 25.8% | 10.3% | 4.3% | 9.1% | 0.3% |
| 1992 | 61.0% | 12.0% | -12.3% | 18.5% | 38.2% |
| 1991 | 39.2% | 33.8% | 10.3% | -7.4% | 1.9% |
| 1990 | -15.8% | -1.4% | 3.0% | -23.3% | 8.3% |
| 1989 | 50.2% | 8.4% | 21.7% | 6.8% | 6.6% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Bahrain
- Belgium
- Chile
- Curacao
- Estonia
- Finland
- France
- Germany
- Greece
- Hong Kong
- Ireland
- Italy
- Jersey
- Liechtenstein
- Luxembourg
- Macau
- Netherlands
- Norway
- Peru
- Spain
- Sweden
- Switzerland
- Taiwan
- United Kingdom
Fund Info
- Launch date16/11/1988
- Share Class size490Mn
- Base currencyUSD
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ISIN LU0053666078
Purchase Info
- Min. initial investment35,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment5