Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JPM Europe Equity Plus Fund

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

The fund seeks to provide long term capital growth, through exposure to European companies by direct investments in securities of such companies and through the use of financial derivative instruments. At least 67% of the Sub-Fund's total assets (excluding cash and cash equivalents) will be invested, either directly or through the use of financial derivative instruments, in equity and equity linked securities of companies that are incorporated under the laws of, and have their registered office in, a European country, or that derive the predominant part of their economic activity from Europe, even if listed elsewhere.

We are currently building our database of fund managers for funds registered for sale in GCC countries. For any questions or to add fund manager information please contact info@citywiremiddleeast.com.
Filter fund managers & funds by availability across specific markets:

Asset Allocation

Breakdown

31/01/2020

Top 10 Holdings

Stock Size
Jpam Europe 130/30 Gbp 5.83%
Nestle SA 4.86%
Roche Holding AG Dividend Right Cert. 3.91%
Novartis AG 3.50%
Royal Dutch Shell PLC B 3.40%
Allianz SE 2.36%
Enel SpA 2.11%
Sanofi SA 2.02%
Zurich Insurance Group AG 1.97%
Novo Nordisk A/S B 1.94%
31/01/2020

Fund Info

  • Launch date25/06/2007
  • Share Class size475Mn
  • Base currencyEUR
  • ISIN LU0289214461

Purchase Info

Charges