JPM America Equity

Ranked 98 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Timothy Parton

Timothy Parton is a portfolio manager in the U.S. Equity Group at JP Morgan Asset Management. An employee since 1986, Parton has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund. Parton holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.

Jonathan Simon

Jonathan Simon graduated from Oxford University with an MA in mathematics. He joined JP Morgan in 1980 where he started as an analyst in the London office and transferred to New York in 1983. Jonathan became a portfolio manager in 1987 and was the president of Robert Fleming’s US asset management operations from 1990 to 2000. He is currently the head of the US value team and manages a number of equity value funds. Jonathan has over 30 years of industry experience.

Objective

To provide long-term capital growth by investing primarily in a concentrated portfolio of US companies. At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, the US. The SubFunds portfolio will invest in approximately 20 to 40 companies.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.3%
2018 -0.2% -5.6% 11.3% 7.7% -11.8%
2017 12.7% 4.2% 0.6% 0.6% 6.9%
2016 27.6% -0.1% 4.6% 13.0% 8.1%
2015 8.7% 6.2% -5.8% -1.4% 10.2%
2014 14.4% 0.1% 0.3% 7.1% 6.5%
2013 37.2% 20.4% 3.3% 2.0% 8.1%
2012 10.1% 14.6% -4.6% 5.6% -4.7%
2011 -2.9% 2.0% 0.2% -13.8% 10.2%
2010 13.9% 10.8% -10.2% 4.3% 9.7%
2009 15.3% -9.9% 2.5% 15.7% 8.0%
2008 -13.9% -10.8% -3.2% -0.4% 0.2%
2007 3.6% 2.3% 5.9% -2.0% -2.3%
2006 -0.5% 3.1% -10.0% 4.5% 2.6%
2005 13.5% -0.4% 6.5% 2.7% 4.1%
2004 4.1% -1.7% 2.9% -1.3% 4.3%
2003 12.6% -1.5% 11.5% 0.8% 1.8%
2002 -30.4% 0.8% -20.4% -18.2% 6.2%
2001 -5.0% -5.6% 8.5% -19.2% 14.6%
2000 8.8% 7.7% 3.1% 4.6% -6.4%
1999 -2.1% 0.5% 11.7% -15.9% 3.7%
1998 8.1% 7.6% 0.3% -14.5% 17.1%
1997 40.6% 7.6% 10.9% 14.9% 2.6%
1996 17.1% 9.5% 3.2% 2.2% 1.4%
1995 38.0% 5.8% 9.8% 10.1% 7.9%
1994 -1.4% -0.2% -3.5% 2.4% -0.1%
1993 25.8% 10.3% 4.3% 9.1% 0.3%
1992 61.9% 12.7% -12.3% 18.5% 38.2%
1991 39.0% 33.6% 10.4% -7.5% 1.9%
1990 -15.7% -1.4% 3.0% -23.4% 8.4%
1989 51.2% 9.2% 21.8% 6.7% 6.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date16/11/1988
  • Share Class size463Mn
  • Base currencyUSD
  • ISIN LU0053666078

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).