Thomas Buckingham

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Fund Performance

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Manager factsheet

Thomas Buckingham
JPMorgan Asset Mgmt (Europe) S
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Manager profile

Tom Buckingham, 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 2007, Tom sits within the Style portfolios sub-team, contributing to all investment strategies run on the sub-team, but with a particular focus on income and value mandates. He graduated at the University of Surrey and holds a BEng degree in Aerospace Engineering. Tom is a holder of the Investment Management Certificate and is a CFA charterholder.

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Annualised total return over 12.5 years

+7.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Thomas Buckingham	12.3	22.6	29.7	30.0	73.8
Peer Group Composite	12.2	10.6	35.4	42.8	93.4
Over / Under	0.1	12.0	-5.7	-12.8	-19.6

Total return for Thomas Buckingham

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 : Thomas Buckingham

Discrete performance

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

Thomas Buckingham	12.3	4.2	4.9	20.3	-11.5	7.0	-6.3	17.6	10.7	3.2
Peer Group Composite	12.2	4.2	-5.4	18.2	4.3	11.7	-5.6	21.6	7.6	3.9
Over / Under	0.1	0.0	10.3	2.1	-15.8	-4.7	-0.7	-4.0	3.1	-0.7

Performance vs peer group composite: Thomas Buckingham

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

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 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 Dividend	Co-managed	FO Equity - Europe inc UK	since Jan 01 2014 to present
JPM Europe Strategic Value	Co-managed	IA Europe Including UK	since Jan 31 2017 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 Jul 01 2012 to fund close
JPMorgan European IT Plc Income Shs	since Nov 22 2016 to fund close
JPM UK Equity Growth	since Jan 01 2014 to Dec 30 2016
JPM Europe Dividend Alpha	since Jan 31 2015 to Nov 28 2017
JPM UK Equity Growth	since Jun 03 2013 to Sep 30 2013