Michael Barakos

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Fund Performance

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Manager factsheet

Michael Barakos
JPMorgan Asset Mgmt (Europe) S
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Manager profile

Michael Barakos, managing director, is co-Chief Investment Officer for the J.P. Morgan Asset Management International Equity Group – Behavioural Finance Team. Michael has been a portfolio manager since 2002 and Head of the Style portfolios sub-team responsible for managing value, growth, income, active extension and absolute return portfolios since 2005. Michael was Chief Investment Officer and Head of the European Equity Group – Behavioural Finance Team between 2009 and 2016. An employee since 1999, Michael obtained a BSc (Hons) in Economics from the London School of Economics and Political Science and is a CFA charterholder.?

FOLLOW ON FUNDSWIRE

Annualised total return over 22.9 years

+6.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Michael Barakos	12.4	19.9	38.1	43.3	92.4
Peer Group Composite	7.7	7.1	31.2	37.7	83.9
Over / Under	4.7	12.8	6.9	5.6	8.5

Total return for Michael Barakos

Discrete calendar year performance : Michael Barakos

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Michael Barakos	12.4	7.5	-0.8	19.0	-2.7	9.5	-5.2	20.0	10.4	2.0
Peer Group Composite	7.7	6.1	-6.3	14.8	6.7	9.5	-4.1	19.4	8.2	3.4
Over / Under	4.7	1.4	5.5	4.2	-9.4	0.0	-1.1	0.6	2.2	-1.4

Performance vs peer group composite: Michael Barakos

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

Outperformed peer group composite

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

JPM Europe Strategic Value	Co-managed	IA Europe Including UK	since Jan 01 2004 to present
JPM Europe Strategic Dividend	Co-managed	FO Equity - Europe inc UK	since Feb 24 2005 to present
JPM Europe Equity Plus	Co-managed	IA Europe Including UK	since Jun 25 2007 to present
JPM Europe Strategic Growth	Co-managed	IA Europe Including UK	since May 01 2010 to present

Funds managed previously

Fund	Periods

JPMorgan European IT Plc Income Shs	since Aug 02 2006 to fund close
JPM Europe Equity	since Apr 01 2004 to Nov 30 2015
JPM Euroland Equity	since Feb 01 2002 to Jun 30 2012
JPM JPM UK Equity Value	since Feb 01 2004 to Jul 01 2012
JPM Europe Equity Absolute Alpha	since Dec 19 2013 to Nov 30 2021
JPM UK Equity	since Jan 01 2005 to Jul 01 2012
Aviva Inv UK Growth & Value	since Mar 06 2006 to fund close
JPM UK Equity Core	since May 01 2008 to Jul 01 2012
JPM UK Equity Growth	since Dec 18 2008 to Jul 01 2012
JPM Global Equity Plus	since Apr 26 2018 to fund close
JPM UK Equity	since May 01 2010 to Jun 30 2012
JPM Europe Dividend Alpha	since Apr 30 2013 to Jan 31 2015