JP Morgan Europe Smaller Companies Fund C Shares Net Accumulation

Name
JP Morgan Europe Smaller Companies Fund C Shares Net Accumulation
Manager
JPMorgan Funds Limited
Type
Open Ended Investment Company
ISIN
GB00B5SDTW07
Sector
European Smaller Companies
Launched
22/10/2012
OCF
0.86 %
Risk Rating
4
3 Year Sharpe
0.82
3 Year Alpha
0.40
Yield
1 %
Benchmark
EMIX Smlr European Coms Ex UK PR GBP
The fund seeks to provide long-term capital growth by investing primarily in European smaller companies.
Holding %
Altran Technologies 3.30 %
Ingenico Group SA 2.83 %
IMCD NV 2.32 %
Alten 2.15 %
Stroeer SE & Co KGaA 2.10 %
Intertrust NV 2.09 %
SPIE SA 2.08 %
Husqvarna AB B 2.07 %
ERG SPA 2.03 %
Industria Macchine Automatiche SpA 2.02 %
Region %
Eurozone 59.91 %
Europe - ex Euro 40.09 %
Sector %
Industrials 36.42 %
Technology 14.52 %
Consumer Cyclical 10.20 %
Healthcare 10.10 %
Financial Services 9.06 %
Consumer Defensive 6.89 %
Utilities 5.02 %
Name
JPMorgan Funds Limited
Address
EC4Y 0JP, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Edward Greaves
Joined 12/01/2015
Francesco Conte
Joined 09/30/1998

Francesco Conte, managing director, is a senior portfolio manager for European smaller companies funds within the JPMorgan Asset Management European Equity Group. An employee since 1998, Francesco was previously the lead analyst in the Italian Equities Team at Schroder Securities. Prior to this, he worked at Ermgassen & Co., a specialist M&A boutique specialising in cross-border alliances. Francesco obtained a BSc in Economics & Development from the London School of Economics.

Data provided by Morningstar.

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