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JPM Europe Dynamic A Dis GBP

Ranked 40 out of 81 in - Europe over 12 months
All calculations are in GBP

Managed by

John Baker

Born in 1972 in Cork, Ireland, John Baker obtained a BA in Modern Languages and Business Studies from the University College Cork, Ireland. He joined JP Morgan in 1994 as an investment administrator and went on to become portfolio manager from 1995 to 1999. He is currently vice president and portfolio manager within the European Equity Group High Alpha Team. His investment strategy is bottom up, best of value or best of growth of the fund. He enjoys horseracing as means of relaxing when he is not working.

Jonathan Ingram

Jonathan Ingram was born in 1978 and attended Oxford University where he obtained an M.Eng (Hons) in Natural Sciences (Metallurgy). Jonathan began his career in JP Morgan Asset Management (2000-2003) working as a quantitative investment analyst in the currency group. In 2003, he became analyst and portfolio manager in the European High Alpha Team at JP Morgan Asset Management. In 2007, he was appointed head of the team and he is currently portfolio manager of the JPM Europe Fund, JPM Europe Dynamic ex UK and JPM UK Dynamic Fund. Jonathan’s investment style focuses on a bottom up, best of value and best of growth strategy. He is a Certified Financial Analyst.

Anis Lahlou-Abid

Anis Lahlou graduated from the French Grande Ecole ESSEC in Paris and is a CFA Charterholder. He joined JP Morgan upon graduation in 2000 as an analyst in the investment banking division and went on to become portfolio manager in the European equities group after transferring to Asset Management in 2005. He is currently managing director and portfolio manager within the unconstrained high alpha team, managing high tracking error long only European funds (“Dynamic funds”) and two equity long/short funds. His investment strategy relies on bottom up stock picking focused on growth, value and quality. Anis enjoys surfing and kickboxing as means of relaxing when he is not working.

Objective

To provide long-term capital growth by investing primarily in European equities. 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, a European country.

Performance

Europe over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -3.1% 3.3% -2.9% -2.8% -0.5%
2013 35.8% 12.5% 2.4% 7.5% 9.7%
2012 19.9% 10.8% -6.5% 4.9% 10.4%
2011 -15.2% 0.9% 2.1% -21.7% 5.1%
2010 11.7% 6.8% -15.9% 14.0% 9.0%
2009 17.4% -14.4% 9.8% 25.1% -0.2%
2008 -29.4% -10.6% -0.9% -17.2% -3.9%
2007 12.5% 3.6% 7.4% -0.5% 1.6%
2006 26.5% 15.6% -3.0% 3.9% 8.7%
2005 30.5% 4.7% 5.4% 11.0% 6.5%
2004 9.9% -1.7% 1.3% 1.5% 8.7%
2003 28.3% -3.7% 13.3% 8.7% 8.3%
2002 -15.9% 6.7% -3.2% -15.4% -3.7%
2001 -6.1% -8.9% 0.7% -10.7% 14.7%

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. Hungary
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Peru
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date08/12/2000
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN LU0119088705

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).