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You are here: Manager factsheet

Ian Butler
JPMorgan Asset Mgmt (Europe) S
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Manager profile
Ian Butler, executive director, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group – Behavioural Finance Team, based in London. An employee since 2005, Ian sits within the Style portfolios sub-team, contributing to all investment strategies run on the sub-team, but with a particular focus on value and income mandates. He graduated at the University of Bath and holds a BSc degree in Business Administration. Ian is a holder of the Investment Management Certificate and is a CFA charterholder.
Total return for Ian Butler
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ian Butler

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
Ian Butler 11.9 5.3 -1.5 42.1 -24.5 2.4 -6.3 17.1 11.5 6.0
Peer Group Composite 17.4 5.4 -11.8 32.7 -8.7 7.0 -5.0 16.5 10.6 6.2
Over / Under -5.5 -0.1 10.3 9.4 -15.8 -4.6 -1.3 0.6 0.9 -0.2
Performance vs peer group composite: Ian Butler
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Europe Strategic Value Co-managed IA Europe Including UK since Jan 01 2014 to present
JPM Global Value Co-managed FO Equity - International since Jun 03 2021 to present
Funds managed previously
Fund Periods
JPM JPM UK Equity Value since May 01 2010 to fund close
JPM Europe Strategic Dividend since Jan 31 2017 to Oct 31 2023
JPM UK Equity Growth since May 01 2010 to Dec 30 2016
JPM UK Equity since Oct 01 2010 to fund close
JPM UK Equity since Dec 01 2010 to Aug 30 2013
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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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