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You are here: Manager factsheet

Jeffrey Roskell
JP Morgan Asset Management UK
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Jeffrey Roskell, managing director, is a portfolio manager and head of the Income strategy within the Emerging Markets and Asia Pacific (EMAP) Equities team, based in Hong Kong. He joined the Firm in 1997 as an investment manager within the Global Equities team (previously known as the Global Portfolios Group) in Hong Kong and transferred to manage Asia Pacific portfolios in 2000. He joined the industry in 1992 as a graduate trainee with Prudential Portfolio Managers Limited in London, and subsequently specialised in managing portfolios investing in Continental European equities. Jeffrey obtained an M.A. in Economics from Cambridge University and the Investment Management Certificate from London Business School.
Total return for Jeffrey Roskell
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 : Jeffrey Roskell

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
Jeffrey Roskell 9.6 1.9 -6.2 11.3 7.5 9.7 -1.5 14.0 25.0 2.3
Peer Group Composite 11.3 1.9 -8.0 8.3 9.2 6.4 -5.2 17.7 17.6 -0.5
Over / Under -1.7 0.0 1.8 3.0 -1.7 3.3 3.7 -3.7 7.4 2.8
Performance vs peer group composite: Jeffrey Roskell
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
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPMorgan Global Emerging Markets Income Trust plc Co-managed IT Global Emerging Markets since Aug 01 2016 to present
Funds managed previously
Fund Periods
JPM Asia Pacific Income since Feb 01 2010 to Feb 29 2024
JPM Institutional Asia since Sep 01 2000 to Sep 30 2013
JPM Pacific Equity since Aug 01 2000 to May 31 2012
JPM Emerging Markets Dividend since Jul 01 2016 to Feb 29 2024
JPM Emerging Markets Income since Jul 01 2016 to Dec 31 2023
JPMorgan Asian Smaller Companies since Apr 17 2004 to Aug 31 2009
JPMorgan Asia Growth & Income Plc since Dec 01 2011 to Dec 31 2014
JPM Asia Pacific Ex Japan Equity since May 16 2011 to fund close
JPMorgan Pacific Securities since Feb 01 2012 to May 31 2012
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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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