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JPM US Select Equity A Acc USD

Ranked 28 out of 71 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 : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.7% 2.7% -0.4%
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%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date05/07/1984
  • Share Class size683Mn
  • 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).