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

Be driven by potential, not politics

Our unconstrained Europe Dynamic (ex-UK) Fund invests in attractive value, quality and momentum stocks, which have driven long-term stock market returns.

Morningstar 4 star *


 

Monthly shareclass factsheet   Monthly commentary   Quarterly fund story  

Key Points

Expertise
  • Benefits from the expertise of highly- experienced managers, tapping into the insights of a team of over 41 European equity professionals.
Portfolio
  • Blends three complementary styles to improve risk-adjusted returns and create a portfolio that captures the best of Europe.
Success
  • Strong record of outperformance 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 December 2017, gross of fees. Gross fund returns are calculated from net returns by applying the fund total expense ratio (TER) which includes operating & administrative expenses (O&A). The O&A fees are accrued at the maximum rate, according to what is stated in the fund prospectus. Where the O&A fees incurred are actually lower than the accrual, this would lead to a minor overstatement of gross returns. Net returns are not impacted. Excess return calculated geometrically.

Past performance is not a reliable indicator of current and future results.

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Performance

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Fees

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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 marketing communication and as such the views contained herein are not to be taken as advice or a 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 in this document 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 own at the date of this document. They are considered to be reliable at the time of writing, 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 products or underlying overseas investments. Past performance and yield are not a reliable indicator of current and future results. 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 products, 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. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy.

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 (UK) Limited. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, 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 October 2018.

Morningstar rating based on the C Net (Acc) GBP as at 01 October 2018.

Morningstar RatingsTM: © 2018 Morningstar. All rights reserved.

FE Crown Fund Ratings and FE Invest Approved © 2018 FE. All rights reserved.