JPM Europe Dynamic (ex-UK) Fund B - Net Accumulation - J.P. Morgan Asset Management
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JPM EUROPE DYNAMIC (EX-UK) FUND

Be driven by potential, not politics

This highly selective fund focuses on investing in companies that stand to benefit most from Europe's recovery.

Morningstar 4 star *


 

Monthly shareclass factsheet   Monthly commentary   Quarterly fund story  

Key Points

Expertise
  • Portfolio managers Jon Ingram, John Baker and Blake Crawford tap into the insights of over 50 European equity investment specialists.
Portfolio
  • Unconstrained fund that invests in our highest conviction European stock ideas, irrespective of benchmark weighting.
Success
  • Strong performance since inception and top quartile returns over five years**.
Annual excess returns vs. FTSE all-world developed Europe ex UK index (NET) (%)

Source: J.P. Morgan Asset Management. Data to 31.12.2016. All Fund performance is shown based on the NAV of the share class A Net (acc) in GBP with income (gross) reinvested including actual ongoing charges excluding any entry and exit fees. Past performance is not an indication of current and future performance. *30 September 2004 to 31 December 2004. **Morningstar Rankings/Universe and Morningstar Quartile™: © Morningstar. All Rights Reserved.

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Square Mile’s Talking Factsheet

Talking Factsheets is a service for users of Square Mile’s Academy of Funds. Focusing on funds drawn from their Rated, Recommended, and Positive Prospects fund lists, Talking Factsheets combine Square Mile’s independent, qualitative fund research with user-friendly video content, providing viewers with the opportunity to see and hear Square Mile’s fund analysts giving first-hand, expert perspectives on the funds.

Source: Square Mile Academy of Funds January 2017. All data has been sourced independently by Square Mile. The content has been reproduced with permission from Square Mile and all opinions are their own. This video has been produced for information purposes only and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the viewer.

Performance

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Portfolio

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Management

Fund Managers

For more information about this fund, please refer to the product information below.

Documents

Important information

For Professional Clients only – not for Retail use or distribution.

This is a promotional page and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research on this page has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s at the date of publishing. They are considered to be reliable at the time of publishing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you.

It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the product(s) or underlying overseas investments. Both past performance and yield may not be a reliable guide to current and future performance. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment product(s), there can be no assurance that those objectives will be met.

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co and its affiliates worldwide. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website www.jpmorgan.com/pages/privacy.

Investment is subject to documentation which is comprised of the Prospectus, Key Investor Information Document (KIID) and either the Supplementary Information Document (SID) or Key Features/Terms and Condition, copies of which can be obtained free of charge from JPMorgan Asset Management Marketing Limited. Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.

*Morningstar Analyst rating, FE Crown rating, Rayner Spencer Mills rating, Square Mile Research rating and The Adviser Centre rating as at 01 September 2017.

Morningstar rating based on the C Net (Acc) GBP share class, as at July 2017.

Morningstar RatingsTM: © 2017 Morningstar. All rights reserved.

FE Crown Fund Ratings and FE Invest Approved © 2017 FE. All rights reserved.

The Adviser Centre is a trading name of City Financial Investment Company Limited.

The methodology and calculations used by the companies or organisations that provide the fund or fund manager awards and ratings are not verified by J.P. Morgan Asset Management and therefore we are unable to accept responsibility for their accuracy.  Ratings and awards should not be relied upon for making an investment decision.  Past performance is no guarantee of future results. The value of investments and the income from them may fall as well as rise and investors may not get back the full amount invested. Investment is subject to documentation (Prospectus, Key Investor Information Document (KIID) and Key Features and Terms and Conditions). Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.
Sector Average-Copyright © 2017 Morningstar, Inc. All Rights Reserved. FX Adjusted returns have been calculated by J.P. Morgan Asset Management. Blended benchmarks have been calculated by J.P. Morgan Asset Management.
Benchmark Source: FTSE International Limited ("FTSE") © FTSE 2017. "FTSE®" is a trade mark of London Stock Exchange Plc and The Financial Times Limited and is used by FTSE International Limited under license. All rights in the FTSE indices and/or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and/or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE’s express written consent.
All performance returns are calculated using the quoted price of shares with gross income reinvested. Quoted price can swing between the NAV, Bid price and Offer price depending on the cash flow movements of the fund.