JPM US Select Equity Plus C (dist) GBP
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | JPMorgan Asset Management (Europe) S.à r.l. |
| Phone | +352 34 101 |
| Website | www.jpmorganassetmanagement.com |
| Address | European Bank & Business Centre 6, route de Trèves - Luxembourg L-2633 Luxembourg |
Fund
| Domicile | LUX |
| Legal structure | SICAV |
| UCITS | Yes |
| Inception date | 26/09/2012 |
Managers
| Fund manager | Steven Lee |
| Manager start date | 19/12/2017 |
| Biography | Steven G. Lee, Managing Director, is a portfolio manager on the US Disciplined Equity Team and the lead portfolio manager for the Research 130/30 and Disciplined Equity strategies since February 2017. Additionally, he has been the lead portfolio manager for the Research Market Neutral and Research Long/Short strategies since January 2014. Prior to joining the firm in 2004, he was a research analyst covering the global chemicals sector at Sanford Bernstein Investment Research and Management. He previously held positions as a management consultant with Booz-Allen&Hamilton and as an engineer with Ford Motor Company. Steven graduated with a dual degree from the Management and Technology Program at the University of Pennsylvania with a B.S. in economics from the Wharton School of Business, majoring in finance, and a B.S. in engineering from the School of Engineering and Applied Science, majoring in economics. He also holds an M.S. in mechanical engineering from the Massachusetts Institute of Technology and an M.B.A. in finance from the University of Michigan. |
| Fund manager | Susan Bao |
| Manager start date | 05/07/2007 |
| Biography | Susan Bao, CFA, managing Director of JPMorgan Investment Management Inc. She is a lead portfolio manager at the firm. Ms. Bao is a senior member of the U.S. Equity Core team, has been a portfolio manager in the U.S. Equity Group since 2002 and has been employed by the firm since 1997. Susan manages the Large Cap Tax Aware Equity strategy and co-manages the Large Cap Core and Large Cap Core Plus (130/30) strategies. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University. She is also a holder of the CFA designation. |
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