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JPMORGAN EUROPEAN GROWTH & INCOME competitors & alternatives
The 12 closest competitors and alternatives to JPMORGAN EUROPEAN GROWTH & INCOME among asset management companies — ranked by similarity to what JPMORGAN EUROPEAN GROWTH & INCOME actually does, not by market-cap band.
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About JPMORGAN EUROPEAN GROWTH & INCOME
JPMorgan European Growth & Income plc - Ordinary Shares is an open-ended equity mutual fund, established in 1929 and based in the United Kingdom. This fund operates under the management of JPMorgan Funds Limited, with JPMorgan Asset Management (UK) Limited also holding co-management duties. It primarily allocates capital to public equity markets throughout Europe, with a significant portion of its investments focused on the financial sector. The fund's strategy involves predominantly selecting companies that display characteristics of both growth and value. Its portfolio performance is evaluated against the FTSE World Europe ex UK Net Index.
JPMORGAN EUROPEAN GROWTH & INCOME at a glance
JPMORGAN EUROPEAN GROWTH & INCOME is an asset management company headquartered in London, United Kingdom, founded in 1929. It is publicly listed (JEGI) with a market capitalisation of $848.8M.
Top 12 JPMORGAN EUROPEAN GROWTH & INCOME competitors
Ranked by semantic similarity — how close each company is to JPMORGAN EUROPEAN GROWTH & INCOME by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
Based in the United Kingdom, The Mercantile Investment Trust plc functions as an open-ended equity fund, aiming to generate returns from the nation's public stock markets. The management of this trust falls under JPMorgan Funds Limited, with JPMorgan Asset Management (UK) Limited serving as co-manager. Its investment strategy involves deploying capital across a diverse range of industries, with a particular focus on companies categorized as mid-sized and small-cap. To evaluate its performance, the fund references the FTSE All Share (excluding FTSE 100 and Investment Companies) Index. This long-standing entity, initially formed in December 1884, was previously known as JP Morgan Fleming Mercantile Investment Trust plc.
Similar asset management company
Established on June 28, 1972, and domiciled in the United Kingdom, this closed-end equity investment company, known as Baillie Gifford European Growth Trust plc (formerly The European Investment Trust plc and originally Foreign & Colonial Eurotrust plc), is managed by Edinburgh Partners AIFM Limited, with co-management provided by Edinburgh Partners Limited. Its strategy involves investing in publicly traded European equities across diverse sectors, specifically excluding the UK market. The fund primarily targets undervalued companies through a rigorous fundamental analysis and a bottom-up stock selection process. This approach focuses on identifying businesses that are expected to improve profitability via restructuring, cost reductions, and other operational enhancements. Its performance is benchmarked against the FTSE All World Europe ex UK Index.
Similar asset management company
The Monks Investment Trust PLC operates as a closed-end equity investment vehicle, initially launched and continually managed by Baillie Gifford & Co Ltd, with co-management responsibilities also falling to Baillie Gifford & Co. The trust allocates capital to publicly traded companies across global markets. Its investment strategy involves targeting shares of businesses operating within a broad spectrum of industries. Specifically, it focuses on growth-oriented equities, seeking companies that demonstrate superior earnings expansion across diverse market capitalization sizes. The trust's portfolio performance is measured against the FTSE World Index. Established in 1929, The Monks Investment Trust PLC is incorporated in the United Kingdom.
Similar asset management company
Fidelity European Trust PLC functions as an open-ended equity investment vehicle, established and primarily overseen by FIL Investment Services (UK) Limited. FIL Investments International Limited contributes to its co-management. The fund strategically deploys capital into public equity markets across Continental Europe, constructing a portfolio from shares of companies operating within a diverse range of sectors and across all market capitalization tiers. It also actively seeks out value-oriented growth stocks. To evaluate its performance, the trust benchmarks against the FTSE World Europe ex UK Index. This UK-domiciled entity was founded on November 5, 1991.
Similar asset management company
The Schroder Japan Growth Fund plc is an open-ended equity collective investment scheme, overseen by Schroder Investment Management Limited. Its core strategy involves investing in publicly traded companies within the Japanese market, focusing on value-oriented stocks across a diverse range of sectors. The fund, which is domiciled in the United Kingdom and was established on July 11, 1994, gauges its portfolio's success against the TSE First Section Total Return Index.
Similar asset management company
The Edinburgh Investment Trust plc functions as a closed-ended equity investment vehicle, managed by Majedie Asset Management Limited. This trust primarily dedicates its investments to publicly traded companies across the United Kingdom's equity markets, aiming for broad sectoral diversification. A key aspect of its strategy involves acquiring growth-oriented stocks that also provide dividend distributions. The performance of its portfolio is evaluated against the FTSE All-Share Index. The Edinburgh Investment Trust plc, founded on March 1, 1889, maintains its domicile in the United Kingdom.
Similar asset management company
BlackRock Greater Europe Investment Trust plc functions as a closed-ended equity investment vehicle, officially constituted on September 20, 2004, and legally registered in the United Kingdom. While originally formed by BlackRock Fund Managers Limited, its operations are currently overseen by BlackRock Investment Management (UK) Limited. The fund's objective is to deploy capital into public equities throughout Europe, specifically omitting the United Kingdom. Its investment approach concentrates on acquiring value stocks from large-capitalization companies, typically those boasting a market value in excess of €5 billion, across diverse industry segments. The performance of its portfolio is measured against the FTSE World Europe ex UK Index.
Similar asset management company
Jupiter US Smaller Companies PLC is a closed-ended equity fund managed by Jupiter Unit Trust Managers Limited. This UK-domiciled entity, established on January 1, 1993, primarily invests in the public equity markets of the United States. The fund's strategy involves acquiring value stocks from diverse sectors, specifically targeting small and mid-cap companies with market capitalizations between $100 million and $5 billion. Its investment returns are measured against the Russell 2000 Index.
Similar asset management company
TR European Growth Trust PLC is a closed-ended investment company that focuses on equity. It is managed by Henderson Investment Funds Limited, with Henderson Global Investors Limited also providing management oversight. The trust's objective is to allocate capital to publicly traded companies within European markets. Its strategy involves investing predominantly in small and mid-sized companies spanning diverse industries. The portfolio is constructed using a bottom-up approach to stock selection, underpinned by thorough fundamental analysis. To assess its performance, the fund uses the Euromoney Smaller European Companies Index as a benchmark. Established on July 10, 1990, TR European Growth Trust PLC is domiciled in the United Kingdom.
Similar asset management company
Managed by Montanaro Investment Managers Ltd., the Montanaro European Smaller Companies Trust plc operates as an open-ended mutual fund dedicated to equity investments. Its strategy involves acquiring shares in publicly traded European businesses across a diverse range of sectors. The fund specifically targets small-capitalization growth stocks, with a particular emphasis on those listed on the London Stock Exchange. Its performance is measured against the MSCI Europe Small Cap Index. Established in the United Kingdom on December 8, 2000, the trust was formerly known as ISIS Smaller Companies Trust plc.
Similar asset management company
Managed by Asset Value Investors Limited, AVI Japan Opportunity Trust PLC operates as a closed-ended equity mutual fund. Established in the United Kingdom on July 27, 2018, this trust primarily directs its investments towards the public equity markets of Japan. Its strategy involves seeking out value-oriented shares from small-capitalization companies. The fund's performance is measured against the MSCI Japan Small Cap Index.
Similar asset management company
The Voya Global Equity Dividend and Premium Opportunity Fund, a closed-end equity mutual fund originally launched by Voya Investment Management LLC, is jointly managed by Voya Investments, LLC and NNIP Advisors B.V. This fund allocates capital to public equity markets worldwide, concentrating its investments on companies across various sectors. A central part of its strategy is to acquire dividend-paying stocks from companies boasting a market capitalization of $1 billion or more. Furthermore, the fund engages in call option investments, targeting specific indices, individual securities, or exchange-traded funds. Its portfolio is meticulously built through fundamental analysis, and its performance is benchmarked against both the MSCI World Index and the Chicago Board Options Exchange BuyWrite Monthly Index. Established in the United States on March 28, 2005, it was formerly recognized as the ING Global Equity Dividend and Premium Opportunity Fund.
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