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JPM US Growth A Dis USD

Ranked 7 out of 143 in - US over 3 months
All calculations are in EUR unless stated

Managed by

Giri Devulapally

Giri Devulapally, CFA is a managing director and portfolio manager in the US Equity group at JP Morgan Asset Management. He joined the firm in 2003 and prior to this, he worked at T. Rowe Price for six years where he was an analyst specialising in technology and telecommunications. Giri graduated from the University of Illinois with a BSc in Engineering and the University of Chicago with an MBA concentrating in Finance.

Joseph Wilson

Objective

To provide long-term capital growth by investing primarily in a growth style biased portfolio of US 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 securities of companies that are domiciled in, or carrying out the main part of their economic activity in, the US.

Showing fund performance in Belgium View performance globally

Performance

US over : 30/03/2018 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% 14.9%
2017 20.0% 9.5% 1.2% 1.5% 6.7%
2016 -0.6% -11.6% 2.2% 4.0% 5.8%
2015 18.4% 14.7% 0.9% -8.5% 11.9%
2014 26.8% 0.0% 3.8% 10.0% 11.2%
2013 26.9% 10.4% 2.1% 5.0% 7.1%
2012 7.7% 13.8% -1.5% 3.2% -7.0%
2011 4.0% -1.7% -0.9% -6.3% 14.0%
2010 21.0% 10.1% -3.5% -0.5% 14.5%
2009 27.7% -4.5% 10.4% 9.5% 10.7%
2008 -39.0% -18.5% 1.0% -3.7% -23.1%
2007 -0.6% 2.5% 5.1% -4.5% -3.4%
2006 -1.8% 3.5% -9.1% 1.6% 2.8%
2005 21.3% -1.8% 11.4% 6.4% 4.3%
2004 -3.7% 2.6% 1.9% -7.7% -0.2%
2003 -3.2% -5.9% 4.9% -1.2% -0.8%
2002 -41.5% -1.2% -28.1% -16.9% -0.8%
2001 -17.3% -12.1% 9.5% -24.2% 13.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Curacao
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hong Kong
  11. Hungary
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Macau
  17. Netherlands
  18. Norway
  19. Poland
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Kingdom

Fund Info

  • Launch date20/10/2000
  • Share Class size36Mn
  • Base currencyUSD
  • ISIN LU0119063898

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).