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JPM US Select Equity Plus A Acc USD

Ranked 97 out of 244 in - US over 36 months
All calculations are in EUR 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.

Tom Luddy

Tom Luddy attended St. Peter’s College and the Wharton School of the University of Pennsylvania where he gained a BS in Economics and an MBA, respectively. He has over 26 years of industry experience and has been an employee at JP Morgan since 1976. He began as an equity research analyst and became a portfolio manager in 1982. Tom is currently managing director and a portfolio manager in the US equity group. He is a CFA Charterholder.

Objective

To provide long-term capital growth, by seeking exposure to US companies by direct investment in securities of such companies and through the use of financial derivative instruments. To enhance investment returns, the Sub-Fund uses a 130/30 strategy, buying securities considered undervalued or attractive and selling short securities considered overvalued or less attractive, using financial derivative instruments where appropriate. The Sub-Fund will normally hold long positions of approximately 130% of its net assets and short positions of approximately 30% of its net assets but may vary from these targets depending on market conditions.

Showing fund performance in Luxembourg View performance globally

Performance

US over : 31/10/2014 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% -4.1% 0.4%
2016 11.8% -8.0% 3.8% 3.9% 12.6%
2015 9.5% 12.3% -1.5% -10.5% 10.7%
2014 31.1% 2.5% 5.7% 8.2% 11.9%
2013 30.6% 15.1% 3.5% 1.1% 8.4%
2012 12.8% 10.7% -0.6% 6.8% -4.1%
2011 -2.6% -2.6% -3.1% -10.0% 14.7%
2010 20.8% 11.6% -4.8% 0.0% 13.7%
2009 32.3% -3.6% 13.3% 9.4% 10.7%
2008 -34.2% -15.9% -3.8% 1.8% -20.1%
2007 -4.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date05/07/2007
  • Share Class size673Mn
  • Base currencyUSD
  • ISIN LU0292454872

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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