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JPM America Equity

Ranked 36 out of 244 in - North America over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

North America over : 31/03/2015 - 31/03/2016
  • Rank 36/244 Total Return
  • Rank 116/244 Standard Deviation
  • Rank 15/244 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -0.5%
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

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Cyprus
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Ireland
  12. Italy
  13. Jersey
  14. Liechtenstein
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Peru
  19. Spain
  20. Sweden
  21. Switzerland
  22. Taiwan
  23. United Kingdom

Fund Info

  • Launch date16/11/1988
  • Share Class size316Mn
  • Base currencyUSD
  • ISIN LU0053666078

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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 the currency and currencies indicated).