Michael Barakos joined JP Morgan Asset Management as an investment analyst in 1999, having earned a bachelor’s degree in economics from the London School of Economics. He was appointed European investment manager in 2000 and currently co-manages a variety of funds, applying a bottom-up investment style to the UK-domiciled JPM UK Equity and JPM UK Strategic Value funds and the Luxembourg-domiciled JPM Europe Strategic Value and JPM Europe Strategic Growth funds. Born in 1977, Barakos gained early experience of the financial world by working as a risk management accountant for the European Bank for Reconstruction and Development’s treasury department from 1995 to 1996. He followed this with internships at Sigma Securities in Athens and at Deutsche Asset Management before joining JP Morgan. Away from the office he is a keen tennis player and follows the fortunes of Liverpool football Club.
Tom Buckingham is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2007, Tom sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on income mandates. He is currently lead manager on a number of funds. He graduated at the University of Surrey and holds a BEng degree in Aerospace Engineering. Tom is a holder of the Investment Management Certificate and is a CFA charterholder.
Ian Butler is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2005, he is currently lead manager on a number of funds. He graduated at the University of Bath and holds a BSc degree in Business Administration. Ian is a holder of the Investment Management Certificate and is a CFA charterholder.
To provide long-term returns by investing primarily in high dividend-yielding equities of European companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in high dividend-yielding equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. Debt securities, cash and cash equivalents may be held on an ancillary basis.
Rank 19/30 Total Return
Rank 10/30 Standard Deviation
Rank 13/30 Max Drawdown
|17||Danske Invest Europe High Dividend A||GBP||
|18||Franklin European Dividend A (acc) EUR||GBP||
|19||JPM Europe Strategic Dividend A Acc EUR||GBP||
|20||Polar Capital European Income R Euro Acc||GBP||
|21||Pioneer Funds European Eq Target Inc N Dis SA EUR||GBP||
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|8||UBAM Europe Equity Dividend+ AC EUR||GBP||
|9||Schroder ISF European Equity Yield A Dis||GBP||
|10||JPM Europe Strategic Dividend A Acc EUR||GBP||
|11||M&G Pan European Dividend A Inc GBP||GBP||
|12||Kempen (Lux) European High Dividend A||GBP||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date24/02/2005
- Share Class size463Mn
- Base currencyEUR
- Min. initial investment35,000
- Min. regular additional investment0
- Annual management1.50%
- Initial investment5