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JPM Europe Technology A Dis EUR

Ranked 8 out of 12 in - Technology over 12 months
All calculations are in USD unless stated

Managed by

John Baker

Born in 1972 in Cork, Ireland, John Baker obtained a BA in Modern Languages and Business Studies from the University College Cork, Ireland. He joined JP Morgan in 1994 as an investment administrator and went on to become portfolio manager from 1995 to 1999. He is currently vice president and portfolio manager within the European Equity Group High Alpha Team. His investment strategy is bottom up, best of value or best of growth of the fund. He enjoys horseracing as means of relaxing when he is not working.

Jonathan Ingram

Jonathan Ingram was born in 1978 and attended Oxford University where he obtained an M.Eng (Hons) in Natural Sciences (Metallurgy). Jonathan began his career in JP Morgan Asset Management (2000-2003) working as a quantitative investment analyst in the currency group. In 2003, he became analyst and portfolio manager in the European High Alpha Team at JP Morgan Asset Management. In 2007, he was appointed head of the team and he is currently portfolio manager of the JPM Europe Fund, JPM Europe Dynamic ex UK and JPM UK Dynamic Fund. Jonathan’s investment style focuses on a bottom up, best of value and best of growth strategy. He is a Certified Financial Analyst.

Anis Lahlou-Abid

Anis Lahlou graduated from the French Grande Ecole ESSEC in Paris and is a CFA Charterholder. He joined JP Morgan upon graduation in 2000 as an analyst in the investment banking division and went on to become portfolio manager in the European equities group after transferring to Asset Management in 2005. He is currently managing director and portfolio manager within the unconstrained high alpha team, managing high tracking error long only European funds (“Dynamic funds”) and two equity long/short funds. His investment strategy relies on bottom up stock picking focused on growth, value and quality. Anis enjoys surfing and kickboxing as means of relaxing when he is not working.

Objective

To provide long-term capital growth by investing primarily in technology (including media and telecommunication) related European companies. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested in equity securities of technology (including media and telecommunication) related companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. Debt securities, cash and cash equivalents may be held on an ancillary basis.

Showing fund performance in Bahrain View performance globally

Performance

Technology over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 13.6%
2016 0.1% -2.9% -5.8% 14.5% -4.5%
2015 14.8% 4.8% 2.6% -2.8% 9.8%
2014 -2.2% 2.9% -0.7% -4.6% 0.3%
2013 45.5% 5.1% 1.2% 23.1% 11.2%
2012 23.7% 19.0% -11.4% 7.7% 8.9%
2011 -14.4% 11.1% 0.5% -24.0% 0.9%
2010 21.2% 7.9% -13.4% 18.7% 9.3%
2009 59.1% -3.9% 31.4% 25.7% 0.2%
2008 -51.3% -13.8% -2.1% -18.4% -29.2%
2007 16.9% 4.3% 13.2% 3.0% -3.9%
2006 25.7% 12.9% -4.6% 2.8% 13.5%
2005 7.9% -1.5% -2.6% 7.5% 4.5%
2004 4.1% 8.4% -5.3% -9.0% 11.5%
2003 88.7% -8.3% 30.1% 26.6% 24.9%
2002 -42.3% -7.6% -14.7% -33.1% 9.2%
2001 -40.5% -26.8% -10.8% -25.0% 21.6%
2000 -20.9% 31.8% -16.2% -1.9% -27.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2017

Top 10 Holdings

Stock Size
ASML Holding NV ORD 8.63
NXP Semiconductors NV ORD 6.02
SAP SE ORD 5.32
STMicroelectronics NV ORD 5.15
Amadeus IT Group SA ORD 5.10
Telefonaktiebolaget LM Ericsson ORD 3.28
Atos SE ORD 2.93
Nokia Oyj ORD 2.86
Electrocomponents PLC ORD 2.62
Logitech International SA ORD 2.62
31/01/2017

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hong Kong
  11. Hungary
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Macau
  17. Netherlands
  18. Norway
  19. Poland
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date08/11/1999
  • Share Class size121Mn
  • Base currencyEUR
  • ISIN LU0104030142

Purchase Info

  • Min. initial investment0
  • 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).