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JPM Europe Strategic Value 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

To provide long-term capital growth by investing primarily in a value style biased portfolio of European companies. At least 67% of the Sub-Fund’s assets (excluding cash and cash equivalents) will be invested in a value style biased portfolio of equity securities of companies that are domiciled in, or carrying out the main part of their economic activity in, a European country. Debt securities, cash and cash equivalents may be held on an ancillary basis. The Sub-Fund may also invest in UCITS and other UCIs.

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Asset Allocation

Breakdown

31/01/2020

Top 10 Holdings

Stock Size
Royal Dutch Shell PLC B 4.84%
Total SA 2.79%
GlaxoSmithKline PLC 2.67%
British American Tobacco PLC 2.48%
JPM EUR lqdty LVNAV X (flex dist.) 2.36%
Novartis AG 2.33%
Bayer AG 1.90%
Allianz SE 1.69%
Zurich Insurance Group AG 1.63%
BNP Paribas 1.55%
31/01/2020

Fund Info

  • Launch date14/02/2000
  • Share Class size17Mn
  • Base currencyEUR
  • ISIN LU0129444468

Purchase Info

Charges