JPM US Select I Acc

Ranked 82 out of 279 in - US over 12 months
All calculations are in GBP unless stated

Managed by

Susan Bao

Susan Bao graduated with a BS degree from Centenary College and a MBA in finance from the New York University’s Stern School of Business. She joined JP Morgan in 1997 where she first had responsibilities for the implementation of US equity analyst portfolios and was a member of the structured equity team. Susan is currently a portfolio manager in the US equity group and manages large cap core mandates. She has over 13 years of industry experience and is a Chartered Financial Analyst.

Scott B. Davis

David Small

Objective

To invest in a portfolio of North American securities. The current policy is to invest for capital growth without any distribution target. The Fund may suit investors who are looking for a US Equity fund to add to a diversified portfolio or a stand-alone US Equity investment aimed at producing long term capital growth.

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 11.1%
2018 -1.7% -6.7% 11.7% 9.6% -13.9%
2017 10.1% 4.5% -2.4% 0.9% 6.9%
2016 33.0% 0.9% 6.5% 10.3% 12.3%
2015 5.6% 7.4% -7.0% -6.8% 13.5%
2014 22.5% 0.7% 3.5% 6.9% 9.9%
2013 34.9% 20.0% 3.6% 0.8% 7.7%
2012 10.0% 9.4% -4.4% 6.8% -1.5%
2011 -1.3% 1.4% -1.1% -10.2% 9.6%
2010 17.0% 11.7% -11.0% 3.3% 13.8%
2009 23.3% -6.4% 3.9% 18.2% 7.3%
2008 -13.3% -10.4% -2.2% 0.2% -1.2%
2007 2.6% 1.4% 4.3% 0.1% -3.1%
2006 1.3% 3.4% -7.4% 3.3% 2.5%
2005 15.8% -0.1% 6.6% 4.1% 4.5%
2004 3.1% -1.7% 3.1% -0.1% 1.9%
2003 10.7% -0.4% 7.8% 0.2% 3.0%
2002 -31.2% -0.1% -21.4% -16.0% 4.3%
2001 -9.2% -9.4% 9.3% -19.9% 14.6%
2000 5.1% 7.9% 4.5% 4.1% -10.5%
1999 17.1% 5.7% 7.6% -10.8% 15.5%
1998 19.4% 10.4% 1.7% -9.1% 16.9%
1997 38.8% 10.2% 9.0% 11.8% 3.4%
1996 15.4% 8.0% 2.0% 2.1% 2.7%
1995 9.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date03/07/1995
  • Share Class size44Mn
  • Base currencyGBP
  • ISIN GB0031835225

Purchase Info

  • Min. initial investment20Mn
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.00%

Related News

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