Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JPM Europe Dynamic Small Cap A (perf) Acc EUR

Ranked 44 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Georgina Brittain

Georgina Brittain adopts a bottom-up stock selection style with a tilt towards value and earnings momentum at JP Morgan Asset Management. Brittain is a UK smaller companies expert and her key fund in the sector is the JPM UK Smaller Companies unit trust. She also manages the Fleming Smaller Companies investment trust and is responsible for the smaller company portions of various other funds. Born in August 1968, Brittain was educated at St Mary's Convent and studied Latin and Greek at Oxford. Brittain identifies seasoned investor Nils Taube as the man she admires most in the industry.

Francesco Conte

JP Morgan Asset Management’s European Smaller Companies specialist Francesco Conte has been managing funds for the group since joining in 1998. Conte began his career at specialist mergers and acquisitions boutique Ermgassen and Co. as an associate specialising in cross-border alliances. After a three-year stint he moved to Schroder Securities in 1993 taking on the role of lead sell-side analyst in the Italian equities team. At JP Morgan, Conte runs approximately €2 billion including the JPM Europe Small Cap fund. Born in Trapani, Italy, in 1966, Conte holds a degree in Economics with a focus on International Trade and Development from the London School of Economics. He keeps fit by running regularly and enjoys relaxing at the cinema or at home with a good book.

Edward Greaves

Objective

To maximise long-term capital growth by investing primarily in an aggressively managed portfolio of small capitalisation European companies. At least 67% of assets invested in equities of small capitalisation companies that are domiciled, or carrying out the main part of their economic activity, in a European Country. The Sub-Fund may have significant positions in specific sectors or markets from time to time.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -15.3% -1.9% 6.6% -0.2% -18.9%
2017 29.9% 9.3% 6.5% 8.4% 2.9%
2016 11.1% -0.7% 0.7% 13.6% -2.1%
2015 26.7% 10.7% -1.3% 3.4% 12.2%
2014 -2.8% 6.8% -7.7% -6.6% 5.6%
2013 43.7% 16.6% 4.5% 8.9% 8.4%
2012 22.2% 12.8% -6.4% 7.5% 7.7%
2011 -17.8% 3.2% 1.4% -22.5% 1.4%
2010 31.7% 7.1% -10.2% 20.6% 13.5%
2009 23.3% -10.3% 10.1% 25.5% -0.5%
2008 -35.9% -7.8% -1.2% -22.6% -9.1%
2007 7.7% 8.9% 7.3% -3.6% -4.4%
2006 34.3% 21.3% -6.5% 3.7% 14.3%
2005 7.9% 19.9% 7.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2018

Top 10 Holdings

Stock Size
Plus500 Ltd ORD 3.03%
OneSavings Bank PLC ORD 2.10%
Korian SA ORD 2.02%
Galenica AG ORD 1.92%
Games Workshop Group PLC ORD 1.90%
Keywords Studios PLC ORD 1.76%
Altran Technologies SA ORD 1.75%
Alten SA ORD 1.73%
Storebrand ASA ORD 1.66%
Topdanmark A/S ORD 1.64%
31/10/2018

Registered For Sale In

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

Fund Info

  • Launch date27/01/2005
  • Share Class size185Mn
  • Base currencyUSD
  • ISIN LU0210072939

Purchase Info

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

Charges

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

Related News

A-rated JPM small cap manager steps down from mandates

Citywire A-rated Jim Campbell has stepped down from all of his small cap funds and trusts at JP Morgan, to pursue other opportunities within the firm

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