JPMorgan Funds - Europe Equity Plus Fund A (perf) (dist) - GBP

JPMorgan Funds - Europe Equity Plus Fund A (perf) (dist) - GBP
JPMorgan Asset Management (Europe) S.à r.l.
Europe Including UK
1.81 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.4 %
The fund seeks to provide long term capital growth, through exposure to European companies by direct investments in securities of such companies and through the use of financial derivative instruments. At least 67% of the Sub-Fund's total assets (excluding cash and cash equivalents) will be invested, either directly or through the use of financial derivative instruments, in equity and equity linked securities of companies that are incorporated under the laws of, and have their registered office in, a European country, or that derive the predominant part of their economic activity from Europe, even if listed elsewhere.
Holding %
Jpam Europe 130/30 Gbp 5.52 %
Nestle SA 5.37 %
Roche Holding AG Dividend Right Cert. 4.64 %
Novartis AG 3.65 %
Jpam Europe 130/30 Eur 3.48 %
JPM EUR lqdty LVNAV X (flex dist.) 3.30 %
Novo Nordisk A/S B 2.94 %
Sanofi SA 2.68 %
Allianz SE 2.20 %
Enel SpA 2.11 %
Region %
Eurozone 47.55 %
Europe - ex Euro 40.55 %
United Kingdom 11.91 %
Sector %
Financial Services 19.84 %
Healthcare 17.18 %
Industrials 16.22 %
Consumer Defensive 9.74 %
Technology 9.55 %
Consumer Cyclical 7.99 %
Utilities 6.39 %
Communication Services 5.74 %
JPMorgan Asset Management (Europe) S.à r.l.
L-2633, Luxembourg, Luxembourg
Legal Structure


Ben Stapley
Joined 01/31/2017

Ben Stapley, vice president, is a portfolio manager in the J.P. Morgan Asset Management European Equity Group, based in London. An employee since 2002, he previously worked in the product development team within the investment trusts group for five years. He graduated at the University of Nottingham and holds a BA degree in Economics. Ben is a holder of the Investment Management Certificate and is a CFA charterholder.

Nicholas Horne
Joined 05/01/2010

Nicholas Horne, executive director, is a portfolio manager and head or research in the J.P. Morgan Asset Management European Equity Group. An employee since 2006, he did his investment banking internship at the M & A Group at Trenwith Securities. Before that, he did an internship in private wealth management at Smith Barney. Nick holds a BSM in Finance and International Relations from Tulane University, and an MSc in Politics of the World Economy from the London School of Economics. Nick is a CFA charterholder.

Michael Barakos
Joined 06/25/2007

Michael Barakos, Managing Director, has been employed by J.P. Morgan Investment Management Inc. or its affiliates (or one of their predecessors) since 1999. He obtained a BSc (Hons) in Economics and Political Science from the London School of Economics and is a CFA charterholder.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.