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JPM Europe Equity Plus Inclusive - Class A - Income (GBP)

Sell:1,828.00p Buy:1,929.00p Change: 88.00p (4.59%)
Prices as at 4 April 2025
Sell:1,828.00p
Buy:1,929.00p
Change: 88.00p (4.59%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 4 April 2025
Sell:1,828.00p
Buy:1,929.00p
Change: 88.00p (4.59%)
Prices as at 4 April 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

04/04/20 to 04/04/21 04/04/21 to 04/04/22 04/04/22 to 04/04/23 04/04/23 to 04/04/24 04/04/24 to 04/04/25
Annual return 38.14% 12.03% 6.65% 18.35% 3.32%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Ben Stapley
Manager start date: 31 January 2017
Manager located in: .

Ben Stapley, managing director, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team, based in London. Ben is part of the Style sub-team and has experience of managing growth, value, dividend, active extension and absolute return portfolios. Since 2014 Ben has focused on managing growth style portfolios and is a named portfolio manager of JPMorgan Funds - Europe Strategic Growth Fund and JPM UK Equity Growth Fund. In addition Ben is a named portfolio manager of JPMorgan Funds - Europe Equity Plus Fund which is an active extension strategy. An employee since 2002, Ben holds a BA degree in Economics and is a CFA charterholder.

manager photo
Manager Name: Nicholas Horne
Manager start date: 1 May 2010
Manager located in: .

Nicholas Horne, managing director, is co-Chief Investment Officer for the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team. Nicholas is also Head of Investment Research and has been a portfolio manager since 2006. Nicholas holds a BSM in Finance and International Relations from Tulane University, and an MSc in Politics of the World Economy from the London School of Economics. Nicholas is a CFA charterholder. ?

manager photo
Manager Name: Michael Barakos
Manager start date: 25 June 2007
Manager located in: London

Michael Barakos, managing director, is co-Chief Investment Officer for the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team. Michael has been a portfolio manager since 2002 and Head of the Style portfolios sub-team responsible for managing value, growth, income, active extension and absolute return portfolios since 2005. Michael was Chief Investment Officer and Head of the European Equity Group - Behavioural Finance Team between 2009 and 2016.  An employee since 1999, Michael obtained a BSc (Hons) in Economics from the London School of Economics and Political Science and is a CFA charterholder.?

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now