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JPM Germany Equity A Dis EUR

Ranked 7 out of 12 in - Germany over 12 months
All calculations are in CLP unless stated

Managed by

Alexander Fitzalan-Howard

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.

Richard Webb

Richard Webb was born in 1963 in the United Kingdom. He gained a BA (Hons) in Modern History and Politics from the University of Durham and an MA in European Management at Cranfield School of Management. Richard began his career in 1987 as an investment analyst at Carnegie International. From 1990 to 1995, he worked for Royal Insurance Asset Management as an investment manager, progressing to Head of European and International Equities. In 1995, Richard joined JP Morgan Asset Management and is currently co-manager (with Alexander Fitzalan-Howard) of the JPM France Selection and JPM Germany Equity. His investment strategy is bottom up, value and growth.

Objective

To provide long-term capital growth by investing primarily in German 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, Germany.

Showing fund performance in Chile View performance globally

Performance

Germany over : 31/10/2016 - 31/10/2017
  • Rank 7/12 Total Return
  • Rank 2/12 Standard Deviation
  • Rank 5/12 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.8% 8.8% 6.1%
2016 -8.2% -8.5% -7.4% 8.4% 0.0%
2015 20.9% 10.4% -0.3% 1.2% 8.5%
2014 1.5% 3.9% 1.0% -5.5% 2.4%
2013 48.1% 0.9% 9.7% 12.5% 19.1%
2012 20.2% 13.7% -9.7% 7.3% 9.1%
2011 -10.5% 9.2% 3.4% -22.5% 2.2%
2010 3.9% 1.2% -7.4% 4.9% 5.8%
2009 1.0% -26.9% 15.8% 25.0% -4.6%
2008 -28.8% -22.2% 20.8% -20.6% -4.7%
2007 23.3% 9.6% 12.5% -1.2% 1.2%
2006 44.2% 18.3% 1.5% 4.6% 14.8%
2005 1.8% 4.2% -2.1% -0.4% 0.1%
2004 8.8% 1.0% 5.4% -5.8% 8.4%
2003 36.4% -8.4% 32.5% -1.8% 14.5%
2002 -23.9% 0.7% -0.3% -24.7% 0.6%
2001 -16.0% -13.1% 2.1% -13.1% 8.8%
2000 -6.5% -1.2%

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. Hungary
  11. Ireland
  12. Italy
  13. Jersey
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Poland
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date02/06/2000
  • Share Class size95Mn
  • Base currencyEUR
  • ISIN LU0111753843

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).