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JPMorgan Europe Equity Inclusive - Class A - Accumulation (USD)

Sell:1,925.43p Buy:2,031.96p Change: 11.36p (0.59%)
Prices as at 15 June 2021
Sell:1,925.43p
Buy:2,031.96p
Change: 11.36p (0.59%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 15 June 2021
Sell:1,925.43p
Buy:2,031.96p
Change: 11.36p (0.59%)
Prices as at 15 June 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

15/06/16 to 15/06/17 15/06/17 to 15/06/18 15/06/18 to 15/06/19 15/06/19 to 15/06/20 15/06/20 to 15/06/21
Annual return 36.16% 3.87% -0.87% -6.62% 29.91%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Philippa Clough
Manager start date: 8 January 2018
Manager located in: London

Philippa Clough, Executive Director, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team. An employee since 2010, Philippa is responsible for investment research and is a designated portfolio manager for the JPMorgan Funds - Europe Equity Fund and JPMorgan Funds - Euroland Equity Fund. Prior to this she did an M&A and Strategic Advisory internship with the Financial Institutions Group team at Lazard. Philippa obtained an MMath in Mathematics from Oxford University and is a CFA charterholder.

manager photo
Manager Name: Stephen Macklow Smith
Manager start date: 31 December 2015
Manager located in: -

Stephen Macklow-Smith, managing director, works as the strategist within the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team, as well as being a portfolio manager responsible for Core portfolios and the JPMorgan 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.?

manager photo
Manager Name: Alexander Fitzalan Howard
Manager start date: 1 July 2012
Manager located in: .

Alexander Fitzalan Howard, managing director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team managing European portfolios on the Core portfolios sub-team. An employee since 1986, Alexander was previously an investment manager with the J.P. Morgan Asset Management North American Portfolios Group, most recently running the desk. Before this, Alexander was involved in the development of the Czechoslovakia Investment Corporation Inc., and responsible for the establishment of the first Czech domestic mutual funds managed by Investicni Banka and administered by Save & Prosper. Prior to this, he assisted in the fund management of the Save & Prosper financial sector unit trusts and was responsible for analytical coverage of the financial and media sectors. Alexander obtained a B.A. (Hons) in Modern History from Oxford University.?

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account