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JPM Europe Dynamic A Dis EUR

Ranked 134 out of 181 in - Europe over 12 months
All calculations are in EUR unless stated

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 maximise long-term capital growth by investing primarily in an aggressively managed portfolio of European companies. 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.

Showing fund performance in Sweden View performance globally

Performance

Europe over : 30/09/2017 - 30/09/2018
  • Rank 134/181 Total Return
  • Rank 163/181 Standard Deviation
  • Rank 168/181 Max Drawdown
Fund Name Currency Loss
166 ODIN Europa C EUR

-7.9%

167 BGF European Value A2 EUR EUR

-8.0%

168 JPM Europe Dynamic A Dis EUR EUR

-8.1%

169 OYSTER European Opportunities C EUR PR EUR

-8.5%

170 Aktie-Ansvar Europa EUR

-8.6%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.1% 4.7% -0.3%
2017 7.3% 4.8% 1.5% 0.8% 0.1%
2016 -0.7% -9.7% -3.1% 5.3% 7.7%
2015 12.5% 16.8% -1.4% -7.2% 5.2%
2014 5.5% 3.6% 0.5% 0.2% 1.2%
2013 32.7% 8.2% 1.1% 9.8% 10.5%
2012 23.0% 10.8% -3.4% 6.1% 8.3%
2011 -11.7% -1.8% -0.3% -17.0% 8.7%
2010 15.4% 6.3% -8.2% 7.9% 9.6%
2009 29.1% -10.1% 20.0% 16.6% 2.7%
2008 -46.7% -17.2% -0.3% -16.7% -22.5%
2007 2.7% 2.4% 8.4% -3.9% -3.8%
2006 28.9% 13.7% -2.3% 5.9% 9.6%
2005 34.9% 7.8% 7.6% 9.8% 5.9%
2004 10.1% 3.6% 0.7% 0.2% 5.3%
2003 18.7% -9.1% 12.6% 7.7% 7.7%
2002 -21.0% 6.3% -8.7% -12.8% -6.7%
2001 -4.0% -8.2% 3.5% -13.5% 16.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
Novartis AG ORD 3.53%
Repsol SA ORD 2.44%
Capgemini SE ORD 2.43%
Allianz SE ORD 2.24%
Tesco PLC ORD 2.15%
BASF SE ORD 2.08%
Vinci SA ORD 2.06%
Kering SA ORD 2.05%
Rio Tinto PLC ORD 2.01%
LVMH Moet Hennessy Louis Vuitton SE ORD 2.01%
30/06/2018

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. Liechtenstein
  16. Luxembourg
  17. Macau
  18. Netherlands
  19. Norway
  20. Peru
  21. Poland
  22. Spain
  23. Sweden
  24. Switzerland
  25. Taiwan
  26. United Kingdom

Fund Info

  • Launch date08/12/2000
  • Share Class size62Mn
  • Base currencyUSD
  • ISIN LU0119062650

Purchase Info

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

Charges

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

Related News

Political pitfalls punish JPM’s Europe Dynamic team

JPM’s John Baker says off-kilter stock calls were the reason for underperformance in the €1.5 billion fund.

JPM equity star: three stocks for an uncertain Europe

Sector specialist John Baker thinks there are pros and cons to investing in Europe and highlights three firms to buy.

AA-rated manager doubles French bet in €1.5bn fund

European equity specialist Jonathan Ingram thinks investors need to think longer term about the region and go beyond France's economic impasse.

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