JPM America Equity B Acc
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 166.40||Day Change||GBX +1.90 (1.16%)|
|Price Date||21 Apr 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||1.18||Fund Size||18,922,884.15|
|Launch Date||31/01/2014||Standard Initial Charge (%)||0.00|
|Annual Management Charge (%)||1.00||Sector||IMA UK Equity Income|
|Min Investment (£)||1,000,000.00||Total Expense Ratio (%)||1.18|
|ISIN||GB00BGSHGB71||Min TopUp (£)||100,000.00|
To provide long term capital growth by investing primarily in a concentrated portfolio of Equity Securities of US companies.
Jonathan Simon, managing director, is a portfolio manager in the US Equity Group. An employee since 1980, Jonathan manages the JPMorgan Mid Cap Value Strategy, the JPMorgan Value Advantage Strategy, and the JPMorgan Funds -US Value Fund. He is also the co-portfolio manager of the JPM US Equity All Cap Fund and the JPM America Equity Fund. In addition, he is the back-up portfolio manager of the JPMorgan Growth & Income Strategy, and the JPMorgan Equity Income Strategy. Jonathan joined the firm as an analyst in the London office, and transferred to New York in 1983. He became portfolio manager in 1987 and served as president of Robert Fleming's US asset management operations from 1990 until 2000. Jonathan holds an M.A. in mathematics from Oxford University.