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JPM Europe Equity Absolute Alpha A (perf) Acc EUR

Ranked 77 out of 174 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Michael Barakos

Michael Barakos joined JP Morgan Asset Management as an investment analyst in 1999, having earned a bachelor’s degree in economics from the London School of Economics. He was appointed European investment manager in 2000 and currently co-manages a variety of funds, applying a bottom-up investment style to the UK-domiciled JPM UK Equity and JPM UK Strategic Value funds and the Luxembourg-domiciled JPM Europe Strategic Value and JPM Europe Strategic Growth funds. Born in 1977, Barakos gained early experience of the financial world by working as a risk management accountant for the European Bank for Reconstruction and Development’s treasury department from 1995 to 1996. He followed this with internships at Sigma Securities in Athens and at Deutsche Asset Management before joining JP Morgan. Away from the office he is a keen tennis player and follows the fortunes of Liverpool football Club.

Nicholas Horne

Nicholas Horne is a portfolio manager and head of research in the J.P. Morgan Asset Management European Equity Group. An employee since 2006, he did his investment banking internship at the M&A Group at Trenwith Securities. Before that, he did an internship in private wealth management at Smith Barney. Nick 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. Nick is a CFA charterholder.

Ben Stapley

Ben Stapley is a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2002, Ben worked in a product development role for 5 years before joining the European Equity Group. Ben sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on growth mandates. He is currently lead manager on a number of funds. He graduated at the University of Nottingham and holds a BA degree in Economics. Ben is a holder of the Investment Management Certificate and is a CFA charterholder.

Objective

At least 67% of the Sub-Fund’s assets will have exposureto equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. Such exposure may be obtained entirely through the use of financial derivative instruments.The Sub-Fund will use long and short positions to achieve its investment objective, buying securities considered undervalued or attractive and selling short (achieved through the use of financial derivative instruments) securities considered overvalued or less attractive.

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Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018
  • Rank 77/174 Total Return
  • Rank 50/174 Standard Deviation
  • Rank 47/174 Max Drawdown
Fund Name Currency Return
75 Tactical Equity Overlay C

Currency exposure is hedged

Currency exposure is hedged

 EUR

1.5%
76 Lazard Long Short Flexible A EUR

1.4%
77 Chilton UCITS - Global Strategies B EUR EUR

1.4%
77 JPM Europe Equity Absolute Alpha A (perf) Acc EUR EUR

1.4%
79 Exane Funds 1 - Exane Pangea Fund A EUR

1.3%
View full league table
Fund Name Currency Risk
48 Fonditalia Flexible Italy - R EUR

3.7
49 Exane Funds 2 - Exane Care Fund A Cap EUR

3.7
50 JPM Europe Equity Absolute Alpha A (perf) Acc EUR EUR

3.7
50 GAM Star (Lux) Financials Alpha C EUR

Currency exposure is hedged

Currency exposure is hedged

 EUR

3.7
52 Danske Invest SICAV - Europe Absolute A EUR

3.8
52 UBI SICAV - Long/Short Euro I EUR

3.8
View full league table
Fund Name Currency Loss
45 Schroder GAIA Egerton Equity A Acc EUR EUR

-2.4%
46 U ACCESS (IRL) Electron Glb Utility Fund D EUR Cap EUR

-2.4%
47 JPM Europe Equity Absolute Alpha A (perf) Acc EUR EUR

-2.4%
48 H2O Fidelio Fund I EUR (Hedged)

Currency exposure is hedged

Currency exposure is hedged

 EUR

-2.4%
49 Candriam Dynamix Long Short Digital Equity C EUR C EUR

-2.5%
View full league table

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.9% -1.3%
2017 3.7% 3.3% -1.4% 2.6% -0.8%
2016 -8.5% -4.4% -4.3% 2.0% -1.9%
2015 4.9% 4.2% -1.1% 3.1% -1.2%
2014 20.8% 6.3% 3.5% 3.1% 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date19/12/2013
  • Share Class size46Mn
  • Base currencyUSD
  • ISIN LU1001747408

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

JPM AM hands new L/S fund to Barakos and team

New strategy comes in wake of firm's decision to streamline funds offering at the end of 2017.

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