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JPM America Equity

Ranked 31 out of 71 in - US over 12 months
All calculations are in CLP unless stated

Managed by

Timothy Parton

Timothy Parton is a portfolio manager in the U.S. Equity Group at JP Morgan Asset Management. An employee since 1986, Parton has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund. Parton holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Jonathan Simon

Jonathan Simon graduated from Oxford University with an MA in mathematics. He joined JP Morgan in 1980 where he started as an analyst in the London office and transferred to New York in 1983. Jonathan became a portfolio manager in 1987 and was the president of Robert Fleming’s US asset management operations from 1990 to 2000. He is currently the head of the US value team and manages a number of equity value funds. Jonathan has over 30 years of industry experience.

Objective

To provide long-term capital growth by investing primarily in US 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, the US. The Sub-Fund's portfolio will invest in approximately 20 to 40 companies.

Showing fund performance in Chile View performance globally

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.0% 5.6% -0.1%
2016 1.1% -8.5% -1.7% 7.8% 4.2%
2015 20.0% 2.5% 4.7% 3.1% 8.5%
2014 24.4% 6.7% 3.0% 8.1% 4.8%
2013 53.4% 10.8% 12.3% 7.3% 14.9%
2012 6.1% 11.4% -2.9% 1.9% -3.8%
2011 5.5% 5.7% -1.6% -8.2% 10.4%
2010 3.1% 8.5% -10.0% -1.9% 7.6%
2009 3.3% -17.9% 7.5% 16.4% 0.6%
2008 -20.4% -20.3% 14.3% -4.8% -8.2%
2007 -1.4% 3.5% 6.3% -3.4% -7.2%
2006 17.9% 6.9% -1.3% 4.5% 6.9%
2005 -6.7% 3.2% -0.5% -6.9% -2.4%
2004 4.4% 4.6% 4.7% -4.6% -0.1%
2003 3.5% -3.7% 13.5% -5.1% -0.2%
2002 -16.1% -2.4% -9.9% -10.0% 5.9%
2001 6.6% -5.7% 12.4% -4.7% 5.5%
2000 9.5% 2.5% 3.9% 5.4% -2.4%
1999 5.8% -0.1% 16.8% -10.6% 1.4%
1998 18.0% 14.2% 2.9% -15.7% 19.1%
1997 40.3% -1.2% 15.3% 11.5% 10.5%
1996 34.7% 8.9% 4.8% 3.5% 14.1%
1995 7.9%

Month by Month Performance

Returns Vs Risk

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. Ireland
  12. Italy
  13. Jersey
  14. Liechtenstein
  15. Luxembourg
  16. Macau
  17. Netherlands
  18. Norway
  19. Peru
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Kingdom

Fund Info

  • Launch date16/11/1988
  • Share Class size461Mn
  • Base currencyUSD
  • ISIN LU0053666078

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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