JPMorgan European Investment Trust (Growth Pool) (JETG.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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JPMorgan European Investment Trust (Growth Pool)
60 Victoria Embankment
Management information
Stephen Macklow-Smith,Lead manager since 1 September 1997
Stephen Macklow-Smith, managing director, is a portfolio manager within the J.P. Morgan Asset Management European Equity Group, responsible for Core portfolios, the European assets of UK pension funds and the JPMorgan European Investment Trust. An employee since 1997, Stephen was previously head of the European team at HSBC Asset Management. Prior to this, he was a fund manager of European pension fund assets at Henderson Administration. Stephen obtained an M.A. in Classics and Modern Languages from Oxford University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryEurope ex-UK Large-Cap Equity
Fund familyJP Morgan Asset Management (UK) Ltd
Net assets422.13M
YTD return-9.47%
Yield1.12%
Morningstar ratingN/A1
Inception date15 Mar 1929
Fund operations
Last dividend0.03
Last cap gain0.00
Holdings turnover0.00%
Average for categoryN/A
Fees and expenses
ExpenseJETG.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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