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JPM Europe Smaller Companies

Ranked 94 out of 229 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Jim Campbell

Scotsman Jim Campbell studied Economics and Law at Edinburgh University before entering the financial world. In 1988 he began a seven-year stint at Ivory & Sime where he worked as an investment manager for UK and European Smaller Companies. He subsequently switched to JP Morgan Asset Management in 1995. At JP Morgan, Campbell works closely with colleague Francesco Conte. The duo employ a mixture of bottom up, value and growth stock selection styles in their management of a selection of funds which includes the UK-domiciled JPM Europe Smaller Companies fund. They also claim responsibility for the JPM Europe Small Cap and JPM Europe Recovery SICAVs as well as a variety of segregated mandates. Campbell is a keen football fan who keeps fit with regular trips to the gym.

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 provide long-term capital growth by investing primarily in European smaller companies. European smaller companies are companies that are incorporated under the laws of, and have their registered office in, Europe (excluding the UK), or that derive the predominant part of their economic activity from Europe (excluding the UK), even if listed elsewhere. Other instruments as permitted in the stated investment and borrowing powers of the Company including, but not limited to, fixed interest securities, cash and cash equivalents may be held on an ancillary basis, as appropriate

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

European Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.0% 3.7% 7.0%
2016 -1.3% -6.6% -1.7% 8.8% -1.2%
2015 35.8% 20.2% -0.2% 0.4% 12.7%
2014 2.0% 6.4% -3.6% -6.9% 6.8%
2013 38.3% 7.6% 1.8% 13.8% 11.0%
2012 13.4% 7.6% -9.0% 9.7% 5.5%
2011 -23.9% -1.4% -3.1% -20.7% 0.4%
2010 32.6% 9.2% -5.1% 8.8% 17.6%
2009 39.1% -11.4% 22.3% 23.7% 3.7%
2008 -52.0% -13.5% -3.5% -20.7% -27.5%
2007 0.9% 10.0% 6.8% -7.7% -6.9%
2006 33.8% 20.7% -5.7% 3.2% 13.9%
2005 44.6% 11.9% 9.3% 16.6% 1.4%
2004 29.3% 9.1% 4.8% 1.9% 11.0%
2003 28.9% -9.5% 14.8% 11.0% 11.7%
2002 -21.1% 7.9% -7.7% -20.4% -0.5%
2001 -31.6% -16.1% -1.9% -26.8% 13.4%
2000 6.0% 44.7% -17.5% 8.1% -17.8%
1999 92.0% 2.8% 10.4% 1.8% 66.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date09/02/1990
  • Share Class size129Mn
  • Base currencyGBP
  • ISIN GB0030881006

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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