We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

JPMorgan Europe Strategic Value Inclusive - Class A - Income (GBP)

Sell:2,326.00p Buy:2,455.00p Change: 8.00p (0.34%)
Prices as at 30 April 2024
Sell:2,326.00p
Buy:2,455.00p
Change: 8.00p (0.34%)
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 30 April 2024
Sell:2,326.00p
Buy:2,455.00p
Change: 8.00p (0.34%)
Prices as at 30 April 2024
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

01/05/19 to 01/05/20 01/05/20 to 01/05/21 01/05/21 to 01/05/22 01/05/22 to 01/05/23 01/05/23 to 01/05/24
Annual return -25.95% 37.98% 3.86% 8.73% 13.46%

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: Thomas Buckingham
Manager start date: 31 January 2017
Manager located in: London

Tom Buckingham, executive director, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team, based in London. An employee since 2007, Tom sits within the Style portfolios sub-team, contributing to all investment strategies run on the sub-team, but with a particular focus on income and value mandates. He graduated at the University of Surrey and holds a BEng degree in Aerospace Engineering. Tom is a holder of the Investment Management Certificate and is a CFA charterholder. ?

manager photo
Manager Name: Ian Butler
Manager start date: 1 January 2004
Manager located in: .

Ian Butler, executive director, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team, based in London. An employee since 2005, Ian sits within the Style portfolios sub-team, contributing to all investment strategies run on the sub-team, but with a particular focus on value and income mandates. He graduated at the University of Bath and holds a BSc degree in Business Administration. Ian is a holder of the Investment Management Certificate and is a CFA charterholder. ?

manager photo
Manager Name: Michael Barakos
Manager start date: 1 January 2004
Manager located in: London

Michael Barakos, managing director, is co-Chief Investment Officer for the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team. Michael has been a portfolio manager since 2002 and Head of the Style portfolios sub-team responsible for managing value, growth, income, active extension and absolute return portfolios since 2005. Michael was Chief Investment Officer and Head of the European Equity Group - Behavioural Finance Team between 2009 and 2016.  An employee since 1999, Michael obtained a BSc (Hons) in Economics from the London School of Economics and Political Science and is a CFA charterholder.?

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