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Jpmorgan Sar American Fund - Class A (0P00008SOB)

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66.970 +0.290    +0.43%
21/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.32B
Type:  Fund
Market:  Hong Kong
ISIN:  HK0000013737 
Asset Class:  Equity
JPMorgan SAR American Fund - Class A 66.970 +0.290 +0.43%

0P00008SOB Overview

 
On this page you'll find an in-depth profile of Jpmorgan Sar American Fund - Class A. Learn about the key management, total assets, investment strategy and contact information of 0P00008SOB among other information.
Category

US Large-Cap Blend Equity

Total Assets

1.32B

Expenses

1.07%

Inception Date

Sep 17, 1998

Investment Strategy

To provide investors with long term capital growth in US dollar terms through a portfolio consisting primarily of securities of companies based or operating principally in the United States of America. A portion of the Fund may be invested in companies which are based or operate in other countries on the American continents.

Contact Information

Address 8 Connaught Road Central
Hong Kong,
Hong Kong
Phone (852) 2265 1188

Top Executives

Name Title Since Until
Raffaele Zingone Managing Director 2013 Now
Biography Ralph Zingone, Managing Director, is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 1991, Ralph is responsible for the Research Enhanced Index (REI) strategies. Prior to this role, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York. Ralph received his B.A. in mathematics and economics from the College of the Holy Cross and his M.B.A. in finance from New York University.
Garrett Fish Executive Director 2003 2013
Biography Garrett Fish, executive director, is a portfolio manager in the U.S. Equity Group. An employee who worked with Jardine Fleming from 1994 to 1997 and joined the current organization in 2002, Garrett is the portfolio manager of the Luxembourg-domiciled JPM America Large Cap Fund and the UK-based JPMF American Investment Trust. From 1997 through 2001, he was with Merrill Lynch Investment Managers in London as a U.S. equity fund manager. Garrett has also worked with Aetna Capital Management, where he served as an account manager. Garrett holds a B.A. in Japanese history from Bates College and is also a CFA charterholder.
David Atkison - 2000 2003
Victor Lee Vice President 1999 2000
Biography Victor Lee, managing director, is a regional specialist for Asia Pacific inc-Japan equities with the Emerging Markets and Asia Pacific (EMAP) Equities Team in Hong Kong. He joined the Firm as a research analyst in the Global Equities Team (previously known as the Global Portfolios Group) in 1997 and was responsible for North America research. He was then transferred to the team as a regional investment manager in 1999 and since then specializes in Asia Pacific equities, including Japan. He obtained an M. Engineering Degree from Oxford University in 1997 and is also a CFA charterholder, as well as an ordinary member of The Hong Kong Securities Institute (HKSI).
David Atkinson - 1998 1999
Biography David Atkinson is a senior portfolio manager in the Global Portfolios Group, responsible for retail mandates based in London. An employee since 1995, David was previously based in Tokyo with responsibility for Kokusai mandates and before this in Hong Kong with responsibility for the portfolios of Hong Kong and Japanese institutional clients. Prior to this, David spent two years at Invesco Asset Management Limited where he was responsible for North American equities, which included segregated accounts and UK pension funds. Before Invesco, David spent six years with Henderson Administration where he managed the Henderson Global Technology Exempt Trust, he initially joined the company as an Investment Assistant to the International Director. David holds a BA in Business Studies from the University of North Staffordshire.
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