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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.


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.

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Cyprus
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Greece
  12. Hong Kong
  13. Hungary
  14. Ireland
  15. Italy
  16. Jersey
  17. Luxembourg
  18. Macau
  19. Netherlands
  20. Norway
  21. Peru
  22. Poland
  23. Portugal
  24. Spain
  25. Sweden
  26. Switzerland
  27. Taiwan
  28. United Kingdom

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