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 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.
Performance
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Rank 45/259 Total Return
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Rank 135/259 Standard Deviation
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Rank 119/259 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 43 | M&G North American Dividend A Inc | GBP | 26.8% |
| 44 | St James's Place North American L Acc | GBP | 26.8% |
| 45 | JPM America Equity A Dis USD | GBP | 26.5% |
| 46 | JPM US Select I Acc | GBP | 26.4% |
| 47 | BGF US Growth A2RF USD | GBP | 26.4% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 133 | Nuveen Winslow Large-Cap Growth I USD | GBP | 9.1 |
| 133 | Principal GI US Equity A Acc USD | GBP | 9.1 |
| 135 | JPM America Equity A Dis USD | GBP | 9.1 |
| 136 | EV Intl (Ireland) US Value M2 USD | GBP | 9.1 |
| 137 | Artemis US Equity I GBP | GBP | 9.1 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 118 | Russell Investments U.S. Equity A Acc | GBP | -3.0% |
| 119 | JPM America Equity A Dis USD | GBP | -3.0% |
| 120 | Investec American A Acc Net GBP | GBP | -3.0% |
| 120 | Aberdeen North American Equity A Acc | GBP | -3.0% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 4.0% | 1.3% | |||
| 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 | 7.9% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Bahrain
- Belgium
- Chile
- 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 size452Mn
- Base currencyUSD
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ISIN LU0053666078
Purchase Info
- Min. initial investment35,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment5