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

Name
JPMorgan Funds - Europe Equity Plus Fund A (perf) (dist) - GBP
Manager
JPMorgan Asset Management (Europe) S.à r.l.
Type
SICAV
ISIN
LU0289230079
Sector
Europe Including UK
Launched
20/07/2007
OCF
1.81 %
Risk Rating
2
3 Year Sharpe
0.50
3 Year Alpha
-1.02
Yield
1.3 %
Benchmark
MSCI Europe NR EUR
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 %
Nestle SA 5.06 %
Jpam Europe 130/30 Gbp 4.91 %
Roche Holding AG Dividend Right Cert. 3.68 %
Royal Dutch Shell PLC B 3.61 %
Novartis AG 3.38 %
JPM EUR lqdty LVNAV X (flex dist.) 2.63 %
Allianz SE 2.42 %
Zurich Insurance Group AG 1.99 %
Enel SpA 1.95 %
Jpam Europe 130/30 Eur 1.94 %
Region %
Eurozone 51.23 %
Europe - ex Euro 30.15 %
United Kingdom 14.71 %
Sector %
Financial Services 18.34 %
Industrials 15.43 %
Healthcare 12.53 %
Technology 9.77 %
Consumer Cyclical 9.62 %
Energy 8.95 %
Consumer Defensive 8.61 %
Utilities 7.06 %
Name
JPMorgan Asset Management (Europe) S.à r.l.
Address
L-2633, Luxembourg, Luxembourg
UCITS
Yes
Legal Structure
SICAV

Managers

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.

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