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JPM Europe Strategic Growth 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.

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

To provide long-term capital growth by investing primarily in a growth style biased portfolio of European companies. At least 67% of the Sub-Fund’s total assets (excluding cash and cash equivalents) will be invested in a growth style biased portfolio of 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
Nestle SA 6.93%
Roche Holding AG Dividend Right Cert. 5.20%
JPM EUR lqdty LVNAV X (flex dist.) 3.02%
SAP SE 2.87%
AstraZeneca PLC 2.87%
ASML Holding NV 2.76%
LVMH Moet Hennessy Louis Vuitton SE 2.76%
Novartis AG 2.30%
Airbus SE 1.88%
L'Oreal SA 1.68%
31/01/2020

Fund Info

  • Launch date14/02/2000
  • Share Class size37Mn
  • Base currencyEUR
  • ISIN LU0129442843

Purchase Info

Charges