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JPM America Equity

Ranked 29 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 total assets (excluding cash and cash equivalents) will be invested in equity and equity linked securities of companies that are incorporated under the laws of, and have their registered office in, the US, or that derive the predominant part of their economic activity from the US, even if listed elsewhere.

Showing fund performance in Chile View performance globally

Performance

US over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1% 11.9%
2017 13.5% 4.0% 5.6% -0.1% 3.5%
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 16.8% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Hong Kong
  12. Ireland
  13. Italy
  14. Jersey
  15. Liechtenstein
  16. Luxembourg
  17. Macau
  18. Netherlands
  19. Norway
  20. Peru
  21. Spain
  22. Sweden
  23. Switzerland
  24. Taiwan
  25. United Kingdom

Fund Info

  • Launch date16/11/1988
  • Share Class size498Mn
  • Base currencyUSD
  • ISIN LU0053666078

Purchase Info

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

Charges

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

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