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JPM Europe (ex-UK) Sustainable Equity Class C - Income (GBP)

Sell:247.00p Buy:247.00p Change: 2.20p (0.90%)
Prices as at 23 December 2024
Sell:247.00p
Buy:247.00p
Change: 2.20p (0.90%)
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 23 December 2024
Sell:247.00p
Buy:247.00p
Change: 2.20p (0.90%)
Prices as at 23 December 2024
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

Europe has been blighted by political issues in recent years. And some European economies are struggling with high levels of debt and unemployment. But it's important to disconnect a region's economic prospects from its stock market prospects. Europe is home to lots of successful businesses that make money across the globe - from the US to high-growth areas like Asia and emerging markets. That means their prospects aren't heavily reliant on Europe's economy. Some investors have overlooked the region in recent years. But we think Europe is a great place to invest for the long term and there are plenty of high quality fund managers to choose from.

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

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return 3.72% 19.37% -5.70% 14.68% 5.53%

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 Name: Joanna Crompton
Manager start date: 5 September 2016
Manager located in: London

Joanna Crompton, Executive Director, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team, in London. An employee since 2007, Joanna sits within the Core portfolios sub-team contributing to all investment strategies run on the sub-team. Joanna is co-manager of the JPMorgan Funds - Europe Sustainable Equity Fund, the JPM Europe Fund and the JPMorgan SAR European Fund. She was previously an investment specialist reporting on a range of Behavioural Finance and Research Driven Process funds. Joanna obtained a degree in Economics with Spanish from the University of Nottingham and is a CFA charterholder.?

manager photo
Manager Name: Alexander Fitzalan Howard
Manager start date: 1 September 2011
Manager located in: TBC

Alexander Fitzalan Howard, managing director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team managing European portfolios on the Core portfolios sub-team. An employee since 1986, Alexander was previously an investment manager with the J.P. Morgan Asset Management North American Portfolios Group, most recently running the desk. Before this, Alexander was involved in the development of the Czechoslovakia Investment Corporation Inc., and responsible for the establishment of the first Czech domestic mutual funds managed by Investicni Banka and administered by Save & Prosper. Prior to this, he assisted in the fund management of the Save & Prosper financial sector unit trusts and was responsible for analytical coverage of the financial and media sectors. Alexander obtained a B.A. (Hons) in Modern History from Oxford University.?

manager photo
Manager Name: Stephen Macklow-Smith
Manager start date: 1 September 2011
Manager located in: London

Stephen Macklow-Smith, managing director, works as the strategist within the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team, as well as being a portfolio manager responsible for Core portfolios and the JPMorgan European Investment Trust. An employee since 1997, Stephen was previously Head of the European team at HSBC Asset Management. Prior to this, he was a fund manager of European pension fund assets at Henderson Administration. Stephen obtained an M.A. in Classics and Modern Languages from Oxford University.?

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