Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

JPM US Select Equity A Acc USD

Ranked 37 out of 73 in - US over 12 months
All calculations are in CLP unless stated

Managed by

Susan Bao

Susan Bao graduated with a BS degree from Centenary College and a MBA in finance from the New York University’s Stern School of Business. She joined JP Morgan in 1997 where she first had responsibilities for the implementation of US equity analyst portfolios and was a member of the structured equity team. Susan is currently a portfolio manager in the US equity group and manages large cap core mandates. She has over 13 years of industry experience and is a Chartered Financial Analyst.

Scott B. Davis

Tom Luddy

Tom Luddy attended St. Peter’s College and the Wharton School of the University of Pennsylvania where he gained a BS in Economics and an MBA, respectively. He has over 26 years of industry experience and has been an employee at JP Morgan since 1976. He began as an equity research analyst and became a portfolio manager in 1982. Tom is currently managing director and a portfolio manager in the US equity group. He is a CFA Charterholder.

David Small

Objective

To achieve a return in excess of the US equity market by investing primarily in US companies. To achieve a return in excess of the US equity market by investing primarily in US companies. The Sub-Fund may also invest in Canadian companies. The Sub-Fund uses an investment process that is based on the fundamental analysis of companies and their future earnings and cashflows by a research team of specialist sector analysts.

Showing fund performance in Chile View performance globally

Performance

US over : 31/12/2016 - 31/12/2017
  • Rank 37/73 Total Return
  • Rank 21/73 Standard Deviation
  • Rank 50/73 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 10.2% 4.7% 2.7% -0.4% 2.9%
2016 2.8% -8.0% 0.7% 3.7% 7.0%
2015 14.8% 2.0% 4.5% -1.6% 9.5%
2014 30.8% 7.2% 5.0% 7.2% 8.5%
2013 48.3% 10.1% 12.1% 4.5% 15.0%
2012 4.9% 6.4% -1.8% 1.5% -1.0%
2011 6.2% 5.9% -3.0% -6.7% 10.9%
2010 3.5% 8.0% -10.0% -1.5% 8.0%
2009 6.3% -16.6% 8.7% 17.0% 0.2%
2008 -19.9% -20.4% 15.1% -4.4% -8.5%
2007 2.5% 2.1% 5.7% 0.1% -5.1%
2006 20.2% 7.0% 1.0% 4.4% 6.6%
2005 -7.4% 1.6% -0.1% -6.6% -2.3%
2004 2.2% 5.6% 3.6% -4.7% -1.9%
2003 1.2% -2.6% 9.0% -5.0% 0.3%
2002 -20.6% -3.9% -9.7% -10.7% 2.4%
2001 3.0% -11.1% 13.5% -4.2% 6.6%
2000 3.0% 1.0% 2.7% 4.2% -4.7%
1997 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Curacao
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Greece
  12. Hungary
  13. Ireland
  14. Italy
  15. Jersey
  16. Liechtenstein
  17. Luxembourg
  18. Netherlands
  19. Norway
  20. Poland
  21. Portugal
  22. Slovakia
  23. Spain
  24. Sweden
  25. Switzerland
  26. Taiwan
  27. United Kingdom

Fund Info

  • Launch date05/07/1984
  • Share Class size581Mn
  • Base currencyUSD
  • ISIN LU0070214290

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).