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 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 86/256 Total Return
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Rank 67/256 Standard Deviation
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Rank 119/256 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 84 | Pioneer SICAV US Fundamental Growth A No Dis USD | GBP | 18.0% |
| 85 | Neuberger Berman US Equity USD I Acc | GBP | 18.0% |
| 86 | AB SICAV I-Select US Equity Portfolio I USD | GBP | 18.0% |
| 86 | JPM America Equity A Dis USD | GBP | 18.0% |
| 88 | Smead US Value UCITS Fund I Acc USD | GBP | 17.8% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 67 | JPM America Equity A Dis USD | GBP | 7.2 |
| 68 | GAM Star US All Cap Equity USD Acc | GBP | 7.3 |
| 68 | The Stralem Fund US Equity A Cap | GBP | 7.3 |
| 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 size453Mn
- Base currencyUSD
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ISIN LU0053666078
Purchase Info
- Min. initial investment35,000
- Min. regular additional investment0
Charges
- Annual management1.50%
- Initial investment5