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JPMF gets Euro dynamic

JPMorgan Fleming

JPMF Europe Dynamic (Ex UK) Fund

Type: Oeic

Aim: Growth by investing in growth and value stocks in Europe excluding the UK

Minimum investment: Lump sum 3,000, monthly 100
Investment split: 100% in growth and value stocks in Europe excluding the UK

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5.5%, annual 1.5%

Commission: Initial 3%, Isa renewal 0.5%

Tel: 0800 727770

JPMorgan Flemings European dynamic ex Uk fund is an Oeic that looks for growth and value stocks across continental Europe.

Brian Pack Financial Services principal Brian Pack is finding the investment market very quiet at present so he feels this fund has been introduced to the market at a critical time. He says: “JPMorgan Fleming is offering a fund that can invest in a market with a very flexible mandate that is not constrained by benchmarks. This opportunity can be viewed as a good future growth prospect in a market where the short-term future is possibly stagnant.”

Pack refers to JPMorgan Flemings investment track record as excellent and categorises this funds risk factor as medium to high. He says: ” The literature is informative but bland. The charges are slightly high in the current climate of cost awareness while the adviser remuneration is average to high.”

In Packs view any other European fund with a good track record will compete with this offering. He concludes: “You need to accept that the European market has a possible uncertain short-term future. The two managers are running a very wide mandate which could cause problems in the short term.”


Suitability to market: Good
Investment strategy: Good
Charges: Average
Adviser remuneration: Average

Overall 7/10


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