020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

JPM EUROPE A - Fund overview

No Bestinvest rating
Find rated europe excluding uk funds


Overview of JPM EUROPE A

In 1999 JPMorgan Fleming's European funds adopted the process used by the UK team, which is based on a computer model designed to highlight value in stocks. This fund follows a disciplined process, taking small active positions across a large number of stocks, with the aim of delivering superior risk-adjusted returns.

Standard Initial Charge

4.25% 0.00%

Invest via Bestinvest

to save 4.25%

Fund summary

Sector  Europe Excluding UK
Product type  OEIC
Launched  November, 1964
Size  £157m
Yield 1.5%
Charging basis  Income
Dividends paid  30/4
Bid price(inc) 37.82p
Bid price(acc) 628.00p

Fund Charges

Standard Initial charge 4.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.65%
Reduction in yield (10yr) 1.65%

Bestinvest says


No information available.

Portfolio

jpm europe a asset allocation illustration
Allocation Proportion
Equity 92%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 8%
jpm europe a equity geographic illustration
Allocation Proportion
UK 4%
Europe 96%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
jpm europe a equity capitalisation illustration
Allocation Proportion
Large Caps 83%
Mid Caps 16%
Small Caps 1%

Investment process


In October 1999 this fund adopted the same process that has been successful for the UK team. A proprietary model to identify potentially strong and weak stocks is used within a framework of tight stock and sector positional limits. Thus the fund aims to produce consistent outperformance over its European benchmark by taking a large number of relatively small active company bets.
The model screens 1 year forward price/earnings, earnings per share revisions, earnings growth and price momentum.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.2