JPM Europe Strategic Growth A Dis EUR
Scope Mutual Fund Rating: (A)
Fund Universe:
Peergroup:Equity Europe
Index:MSCI Europe Standard Core (gross) Index (USD)
Fund Facts
Fund Manager
Barakos M./Stapley B.
Sec. Code 933912
ISIN LU0107398538
Launch Date 2/14/2000
Fiscal Year-End June 30
Accumulating No
Last Dividend 0.08 EUR
Volume 822 Mil. EUR
Price (5/31/2019) 17.09 EUR
Strategy
The regional focus of investment is the European area. The portfolio consists primarily of blue chips. The management is concentrating on growth assets when selecting the equities. The investment policy is one of active management. A technical analysis underlies the investment process.
Fees
Initial Charge 5.00 %
Return Fee 0.50 %
Management Fee 1.50 %
Total Expense Ratio 1.75 %
Scope Mutual Fund Rating
Weight A B C D E
Rating 100 % 85
Performance 70 % 92
Risk 30 % 67
Rating Classes
Class Points Interpretation
A 100 - 78 Very good
B 78 - 60 Good
C 60 - 41 Average
D 41 - 23 Below average
E 23 - 1 Poor
Performance Results as of 5/31/2019 in EUR
 1 Mon.3 Mon.6 Mon.Curr. Yr.1 Yr.3 Yr. (p.a.)5 Yr. (p.a.)10 Yr. (p.a.)2018201720162015
Fund-1.8 %4.6 %10.4 %15.8 %-0.8 %7.4 %8.8 %13.2 %-10.7 %16.9 %-0.5 %21.8 %
Index-4.7 %1.3 %6.0 %12.0 %0.1 %5.8 %4.6 %9.3 %-10.3 %11.0 %3.5 %8.9 %
Peergroup Ø-5.0 %0.2 %3.8 %10.6 %-4.8 %3.2 %3.3 %7.7 %-13.2 %10.6 %0.0 %11.2 %
Performance in EUR