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You are here: Manager factsheet

Jon Jonsson
JP Morgan Funds (Asia) Limited, Neuberger Berman Europe Ltd, Neuberger Berman Australia
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Manager profile
Jon B. Jonsson joined JPMorgan in 1998. He is the head of Portfolio Management and lead portfolio manager for London short-term and London broad-market strategies, working with both the Macro and sector teams to deliver account-specific portfolio strategy. Jon's team is responsible for the portfolio management of broad market, short duration and enhanced cash strategies. Previously, he was a senior quantitative analyst responsible for preparing reports on relative value, conceiving and analyzing trade ideas, and designing analytical models supporting portfolio management strategies and decisions Education: B.S., Applied Mathematics, University of Iceland M.S., Financial Engineering, New York University's Stern School of Business
Total return for Jon Jonsson
Manager career performance
Discrete calendar year performance : Jon Jonsson

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
Jon Jonsson 4.1 -4.2 -1.3 -2.5 4.1 5.3 2.2 -7.1 29.0 3.1
Peer Group Composite 5.7 0.6 -2.4 -3.3 3.9 5.7 0.5 -2.2 23.9 -0.3
Over / Under -1.6 -4.8 1.1 0.8 0.2 -0.4 1.7 -4.9 5.1 3.4
Performance vs peer group composite: Jon Jonsson
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 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPMorgan Provident Global Bond Lead manager FO Fixed Int - Global since Jan 31 2013 to present
NB Global Bond Co-managed FO Fixed Int - Global since Aug 13 2013 to present
NB Global Opportunistic Bond Co-managed IA Global Mixed Bond since Dec 20 2016 to present
NB Strategic Income Co-managed IA USD Mixed Bond since Mar 31 2019 to present
Neuberger Berman Strategic Income Co-managed FO Fixed Int - USD since Jul 01 2019 to present
Funds managed previously
Fund Periods
JPM Global Enhanced Bond since May 30 2000 to Jun 28 2013
JPM Global Aggregate Bond since Jan 27 2006 to Jun 28 2013
NB Global Bond Absolute Return since Sep 30 2013 to Nov 30 2020
JPM Global Bond EUR since May 01 2007 to Jun 28 2013
JPM Europe Bond since May 01 2007 to Jun 28 2013
JPM Sterling Bond since May 01 2007 to Jun 28 2013
JPM Global Short Duration since May 23 2003 to fund close
JPM Euro Short Duration Bond since Jul 21 2009 to Jun 28 2013
JPM Global Short Duration Bond since Jul 21 2009 to Jun 28 2013
JPM Aggregate Bond since Nov 09 2009 to Jun 28 2013
JPM Euro Aggregate Bond since Nov 09 2009 to Jun 28 2013
JPMorgan SAR Global Bond since Jan 01 2011 to Jul 31 2013
JPM The Bond For Charities since Jul 01 2006 to Dec 31 2008
JPM Global Ex UK Bond since May 01 2007 to May 31 2009
JPM Sterling Corporate Bond since May 01 2007 to May 31 2009
JPM Europe Short Duration since May 01 2007 to fund close
JPM The Bond For Charities since Jan 01 2012 to Jun 27 2013
JPM Global Ex US Bond since May 01 2007 to Sep 15 2008
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Two-fund portfolios: The equity/bond approach By Matteo Anelli  06-Nov-2024
Group Where these managers are putting their money in the bond market By Emma Wallis  16-Oct-2024
Sector Bond markets are pricing in a hard landing, say M&G’s Bond Vigilantes By Jonathan Jones  15-Oct-2024
Group Is a ‘market neutral’ allocation to the US too big a bet? By Emma Wallis  14-Oct-2024
Sector Should investors own several funds run by the same manager? By Matteo Anelli  26-Sep-2024
Group US equity fund pairings for bull and bear markets By Emma Wallis  10-Sep-2024
Group Thirteen US active funds less risky than the FTSE 100 By Matteo Anelli  22-Aug-2024
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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