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JPM US Growth A Dis USD

Ranked 4 out of 144 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 : 30/06/2018 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% 14.9% 10.8%
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

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 5.97%
Mastercard Inc ORD 5.22%
Alphabet Inc ORD 4.71%
Intuitive Surgical Inc ORD 4.16%
Apple Inc ORD 4.07%
Netflix Inc ORD 3.45%
Home Depot Inc ORD 3.21%
Microsoft Corp ORD 2.90%
Adobe Systems Inc ORD 2.90%
Charles Schwab Corp ORD 2.65%
30/06/2018

Registered For Sale In

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

Fund Info

  • Launch date20/10/2000
  • Share Class size45Mn
  • 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).