Fund highlights




Expertise

Expertise Highly experienced portfolio managers Bob Michele, Nick Gartside and Iain Stealey are backed by the in-house research of a globally integrated team of over 200 investment professionals.


Portfolio

Provides flexible fixed income exposure across more than 15 sectors and 50 countries, dynamically adjusting its allocation and sensitivity to interest rates as market conditions evolve.


Success

Success Has a track record of attractive returns while managing risk, and can act as a diversifier to traditional bond funds.


HISTORICAL PORTFOLIO POSITIONING (DURATION, YEARS)

Source: J.P. Morgan Asset Management. Dec 16.

     

     

Fund highlights




Expertise

Expertise Highly experienced portfolio managers Bob Michele, Nick Gartside and Iain Stealey are backed by the in-house research of a globally integrated team of over 200 investment professionals.


Portfolio

Provides flexible fixed income exposure across more than 15 sectors and 50 countries, dynamically adjusting its allocation and sensitivity to interest rates as market conditions evolve.


Success

Success Has a track record of attractive returns while managing risk, and can act as a diversifier to traditional bond funds.


     

HISTORICAL PORTFOLIO POSITIONING (DURATION, YEARS)

Source: J.P. Morgan Asset Management. Dec 16.

Fund highlights




Expertise

Porfolio managers Jon Ingram, Anis Lahlou-Abid and John Baker have been managing the fund for over a decade.**


Portfolio

An unconstrained, best ideas fund, with a bottom-up approach to investing across the vast technology opportunity set.


Success

Annualised performance of 10.22% over 10 years and outperformance over all key time periods.*

*Past performance is not necessarily a reliable indicator of current and future performance.

 




European tech remains one to watch this year

Anis Lahlou-Abid, co-manager of JPMorgan Funds – Europe Dynamic Technologies Fund, talks about the factors driving the strong performance of Europe’s tech sector so far this year. 

Three-minute read ►

**There can be no assurance that the professionals currently employed by J.P. Morgan Asset Management will continue to be employed by J.P. Morgan Asset Management or that the past performance or success of any such professional serves as an indicator of such professional’s future performance or success.




European tech remains one to watch this year




Technology has delivered some of the strongest returns in Europe so far this year. Anis Lahlou-Abid, co-manager of JPMorgan Funds – Europe Dynamic Technologies Fund, talks about the factors underpinning this resilient performance, and discusses the encouraging outlook for the sector. 

Same type of investment opportunities, higher returns in europe

Source: Bloomberg, J.P. Morgan Asset Management; data as of 25 May 2017. Top chart: Data from 25 May 2016 to 24 May 2017. Bottom chart: Data from 25 March 2016 to 24 May 2017. The companies/securities above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell. J.P. Morgan Asset Management may or may not hold positions on behalf of its clients in any or all of the aforementioned securities.

From technology to technologies




Europe’s technology sector has been the unsung hero of the past two decades, with Silicon Valley dominating the headlines while European semiconductor companies such as STMicroelectronics and ams AG have quietly contributed the components that have helped to power the tech revolution.


Today, the European technology opportunity set extends well beyond traditional hardware and software, stretching across sectors as varied as autos, banks and healthcare to capture the accelerating adoption of technologies such as 3D printing, electric vehicles and the Internet of Things. As a result, technology is no longer a niche play, but an investment category as broad as the economy.


       

Top holdings

ASML8,2%Infineon Technologies5,0%
Capgemini6,5%Wirecard4,7%
Amadeus IT6,0%NXP Semiconductors4,2%
SAP5,8%Dassault Systems3,9%
Ericsson5,5%Nokia3,1%
as of: 30.04.2018

The Fund is an actively managed portfolio, holdings, sector weights, allocations and leverage, as applicable are subject to change at the discretion of the Investment Manager without notice.

Investment objective

The Sub-Fund aims to provide long-term capital growth by investing primarily in technologies (including but not limited to technology, media and telecommunication) related European companies.

Share class
JPM Europe Dynamic Technologies A (dist) - EUR
ISIN
LU0104030142
Benchmark
MSCI Europe Investable Market Information Technology 10/40 Index (Total Return Net)
Fund manager(s)
Jon Ingram
John Baker
Anis Lahlou-Abid
Fund launch date
08.11.99
Fund size
EUR 644,5m
Morningstar rating
3
Maximum Total Expense Ratio
1,80%
Morningstar Rating™ as of 31.05.2018. © Morningstar. All Rights Reserved.
Assets Under Management as of 22.06.2018






Risk Profile

  • The value of equity securities may go down as well as up in response to the performance of individual companies and general market conditions.
  • The Fund will be concentrated in technology related companies and as a result, may be more volatile than more broadly diversified funds.
  • Movements in currency exchange rates can adversely affect the return of your investment. The currency hedging that may be used to minimise the effect of currency fluctuations may not always be successful.
  • The value of investments and any income from them may go down as well as up and investors may not get back the full amount invested.


 

Disclaimer

This is a marketing communication and as such the views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy. As the product may not be authorized or its offering may be restricted in your jurisdiction, it is the responsibility of every reader to satisfy himself as to the full observance of the laws and regulations of the relevant jurisdiction. Prior to any application investors are advised to take all necessary legal, regulatory and tax advice on the consequences of an investment in the products. Shares or other interests may not be offered to, or purchased, directly or indirectly by US persons. All transactions should be based on the latest available Prospectus, the Key Investor Information Document (KIID) and any applicable local offering document. These documents together with the annual report, semi-annual report and the articles of incorporation for the Luxembourg domiciled products are available free of charge upon request from JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, your financial adviser or your J.P. Morgan Asset Management regional contact. In Switzerland, JPMorgan Asset Management (Switzerland) LLC, Dreikönigstrasse 21, 8002 Zurich, acts as Swiss representative of the funds and J.P. Morgan (Suisse) SA, 8 Rue de la Confédération, 1204 Geneva, as paying agent of the funds. This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000. This communication is issued in the UK by JPMorgan Asset Management (UK) Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.



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