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JPM Euroland Equity A Dis EUR

Ranked 36 out of 60 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Philippa Clough

Philippa Clough is a vice president and portfolio manager in the European Equities group at JP Morgan Asset Management. She joined the firm in 2010 and prior to this she completed an M&A and Strategic Advisory internship with the Financial Institutions group team at Lazard. Philippa graduated from Oxford University in Mathematics and is a CFA charterholder.

Stephen Macklow-Smith

Stephen Macklow-Smith works as the strategist within the J.P. Morgan Asset Management European equity group, as well as being a senior portfolio manager responsible for Core portfolios and the JP Morgan European Investment Trust. An employee since 1997, Stephen was previously head of the European team at HSBC Asset Management. Prior to this, he was a fund manager of European pension fund assets at Henderson Administration. Stephen obtained an M.A. in Classics and Modern Languages from Oxford University.

Richard Webb

Richard Webb was born in 1963 in the United Kingdom. He gained a BA (Hons) in Modern History and Politics from the University of Durham and an MA in European Management at Cranfield School of Management. Richard began his career in 1987 as an investment analyst at Carnegie International. From 1990 to 1995, he worked for Royal Insurance Asset Management as an investment manager, progressing to Head of European and International Equities. In 1995, Richard joined JP Morgan Asset Management and is currently co-manager (with Alexander Fitzalan-Howard) of the JPM France Selection and JPM Germany Equity. His investment strategy is bottom up, value and growth.

Objective

To provide long-term capital growth by investing primarily in companies of countries that are part of the Eurozone ("Euroland Countries"). At least 75% of net assets invested in equities (excluding convertible securities, index and participation notes and equity linked notes) of companies that are domiciled, or carrying out the main part of their economic activity, in a Euroland Country.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.7%
2018 -13.5% -3.6% 3.3% 1.0% -14.0%
2017 20.2% 6.4% 6.7% 4.8% 1.1%
2016 18.6% -0.4% 1.0% 10.5% 6.7%
2015 7.8% 11.3% -6.2% -3.7% 7.2%
2014 -1.6% 4.4% -1.7% -4.8% 0.6%
2013 30.7% 9.2% 2.0% 7.6% 9.2%
2012 17.7% 9.8% -8.7% 8.0% 8.6%
2011 -22.1% 6.3% 1.6% -29.1% 1.9%
2010 2.6% 0.2% -14.9% 15.9% 3.9%
2009 18.0% -18.9% 13.7% 26.3% 1.3%
2008 -33.5% -10.1% -4.7% -16.7% -6.8%
2007 10.6% 3.8% 6.8% -1.6% 1.5%
2006 22.2% 14.6% -5.0% 4.5% 7.4%
2005 24.0% 2.9% 5.1% 9.7% 4.6%
2004 16.8% -0.5% 3.0% 2.1% 11.5%
2003 28.0% -5.5% 18.5% 1.5% 12.5%
2002 -24.8% 1.1% -8.0% -24.5% 7.0%
2001 -20.7% -12.9% -3.2% -16.5% 12.7%
2000 6.0% 11.4% 1.7% -7.0% 0.7%
1999 18.1% -3.7% 2.6% -5.3% 26.2%
1998 25.7% 18.2% 7.8% -19.2% 22.2%
1997 23.6% 9.4% 9.0% 8.6% -4.5%
1996 16.6% 11.9% 4.5% 0.3% -0.6%
1995 12.5% -2.2% 10.1% 2.2% 2.2%
1994 -7.1% 1.5% -7.5% 0.9% -1.8%
1993 39.8% 7.4% 5.3% 12.9% 9.5%
1992 16.3% 12.7% -7.0% 3.0% 7.8%
1991 5.0% 7.7% 5.9% -3.3% -4.9%
1990 -21.5% 2.8% 3.0% -22.9% -3.8%
1989 62.4% 12.0% 22.0% 11.5% 6.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Allianz SE ORD 3.79%
Sanofi SA ORD 3.34%
LVMH Moet Hennessy Louis Vuitton SE ORD 2.80%
Pernod Ricard SA ORD 2.40%
Koninklijke Ahold Delhaize NV ORD 2.33%
Unilever NV DR 2.25%
L'Oreal SA ORD 2.11%
SAP SE ORD 2.09%
Deutsche Telekom AG ORD 2.04%
Wolters Kluwer NV ORD 1.94%
31/12/2018

Registered For Sale In

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

Fund Info

  • Launch date30/11/1988
  • Share Class size125Mn
  • Base currencyUSD
  • ISIN LU0089640097

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

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