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You are here: Manager factsheet

Anthony Lynch
JP Morgan Asset Management UK
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Manager profile
Anthony Lynch, Executive Director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, specialising in UK equities, with a particular focus on mid and small caps. Anthony joined in 2009 as an analyst having obtained a B.A. (Hons) in Economics from Durham University. Anthony is a CFA charterholder.
Total return for Anthony Lynch
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Anthony Lynch

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Anthony Lynch 19.3 4.9 -10.8 18.6 -5.8 22.0 -6.6 28.3 -4.1 28.3
Peer Group Composite 16.2 0.5 -7.7 17.4 -4.3 11.8 -2.9 18.4 0.4 8.1
Over / Under 3.1 4.4 -3.1 1.2 -1.5 10.2 -3.7 9.9 -4.5 20.2
Performance vs peer group composite: Anthony Lynch
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
The Mercantile Investment Trust (THE) Plc Co-managed IT UK All Companies since Aug 07 2012 to present
JPM UK Equity Plus Co-managed IA UK All Companies since Sep 29 2017 to present
JPM UK Equity Income Co-managed IA UK Equity Income since Oct 01 2023 to present
Funds managed previously
Fund Periods
JPM UK Equity Core since Sep 29 2017 to Sep 08 2021
JPM JPM UK Sustainable Equity since Jun 30 2021 to Dec 06 2024
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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