Philippa Clough is a vice president and portfolio manager in the European Equities group at JP Morgan Asset Management. She joined the firm in 2010 and prior to this she completed an M&A and Strategic Advisory internship with the Financial Institutions group team at Lazard. Philippa graduated from Oxford University in Mathematics and is a CFA charterholder.
Alexander Fitzalan Howard was born in 1964 in the United Kingdom. He gained a degree in Modern History from Oxford University and kicked off his career as a research analyst at Flemings in 1986. At Flemings, Alexander specialized in financial and media sectors and also product development and capital markets. In 1992, he opened Flemings office in Prague and was fund manager and head of the portfolio US management team. He joined JP Morgan in 1999 and currently manages the JPM France Selection fund. Alexander focuses on a bottom up, value and growth strategy for his funds.
Stephen Macklow-Smith works as the strategist within the J.P. Morgan Asset Management European equity group, as well as being a senior portfolio manager responsible for Core portfolios and the JP Morgan European Investment Trust. An employee since 1997, Stephen was previously head of the European team at HSBC Asset Management. Prior to this, he was a fund manager of European pension fund assets at Henderson Administration. Stephen obtained an M.A. in Classics and Modern Languages from Oxford University.
At least 67% of the Sub-Fund's assets will be invested, either directly or through the use of financial derivative instruments, in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. The Sub-Fund uses a 130/30 strategy, buying securities considered undervalued or attractive and selling short securities considered overvalued or less attractive, using financial derivative instruments where appropriate.
Rank 22/80 Total Return
Rank 6/80 Standard Deviation
Rank 26/80 Max Drawdown
|20||AXA WF Framlington Europe IC||CLP||
|21||Candriam Quant Equities Europe C Cap||CLP||
|22||MFS Meridian Funds-European Research A1 EUR||CLP||
|22||JPM Europe Equity Plus A (perf) Acc EUR||CLP||
|24||PARVEST Equity Best Selection Europe I Cap EUR||CLP||
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|4||Robeco QI European Conservative Equities B EUR||CLP||
|5||Legg Mason QS MV Eupn Eqty Gr & Inc A Dis A USD||CLP||
|6||JPM Europe Equity Plus A (perf) Acc EUR||CLP||
|7||JPM Europe Equity A Dis EUR||CLP||
|8||Old Mutual European Best Ideas A EUR||CLP||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date25/06/2007
- Share Class size1,506Mn
- Base currencyUSD
- Min. initial investment35,000
- Min. regular additional investment0
- Annual management1.50%
- Initial investment1.5