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JPM Europe Strategic Dividend 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.

Thomas Buckingham

Tom Buckingham is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2007, Tom sits within the Style team, contributing to all investment strategies run on the sub-team, but with a particular focus on income mandates. He is currently lead manager on a number of funds. He graduated at the University of Surrey and holds a BEng degree in Aerospace Engineering. Tom is a holder of the Investment Management Certificate and is a CFA charterholder.

Ian Butler

Ian Butler is currently a portfolio manager at J.P. Morgan Asset Management based in London. An employee since 2005, he is currently lead manager on a number of funds. He graduated at the University of Bath and holds a BSc degree in Business Administration. Ian is a holder of the Investment Management Certificate and is a CFA charterholder.

Objective

The investment objective of the Sub-Fund is to provide long-term returns by investing primarily in high dividend-yielding equities of European companies. At least 67% of the Sub-Fund’s total assets (excluding cash and cash equivalents) will be invested in high dividend-yielding 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.

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Asset Allocation

Breakdown

31/01/2020

Top 10 Holdings

Stock Size
JPM EUR lqdty LVNAV X (flex dist.) 3.31%
Royal Dutch Shell PLC B 2.40%
Novartis AG 2.34%
AstraZeneca PLC 1.53%
GlaxoSmithKline PLC 1.52%
Sanofi SA 1.41%
Total SA 1.36%
Allianz SE 1.35%
British American Tobacco PLC 1.23%
Bayer AG 1.04%
31/01/2020

Registered For Sale In

  1. Bahrain
  2. Jersey
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date24/02/2005
  • Share Class size07Mn
  • Base currencySGD
  • ISIN LU1651842970

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges