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
-
Rank 109/282 Total Return
-
Rank 162/282 Standard Deviation
-
Rank 153/282 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 107 | AB SICAV I-Select US Equity Portfolio I USD | GBP | 11.0% |
| 108 | Dimensional US Core Equity USD Acc | GBP | 11.0% |
| 109 | JPM America Equity A Dis USD | GBP | 10.9% |
| 110 | Legg Mason Brandywine Gl Dyn US Eq A USD Acc | GBP | 10.9% |
| 111 | LSV U.S. Value Equity USD A | GBP | 10.9% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 160 | Fidelity FAST US A-ACC-USD | GBP | 10.1 |
| 160 | Legg Mason ClearBridge US Aggr Growth A Dis A USD | GBP | 10.1 |
| 162 | JPM America Equity A Dis USD | GBP | 10.1 |
| 163 | Candriam GF US Equity Opportunities RC USD | GBP | 10.2 |
| 164 | Marlborough US Multi-Cap Income | GBP | 10.2 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 151 | Hermes US All Cap Equity F GBP Acc | GBP | -5.7% |
| 151 | Janus Henderson US Growth A Acc | GBP | -5.7% |
| 153 | JPM America Equity A Dis USD | GBP | -5.8% |
| 153 | UBS US Growth Acc A | GBP | -5.8% |
| 155 | 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 size493Mn
- Base currencyUSD
-
ISIN LU0053666078
Purchase Info
- Min. initial investment35,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment5