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You are here: Manager factsheet

John Baker

JPMorgan Asset Mgmt (Europe) S, JP Morgan Asset Management UK, St. Jamess Place UT Group Ltd
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Manager profile
John is a portfolio manager within the J.P.Morgan Asset Management International Equity Group, based in London. An employee since 1994, John was previously an analyst within the UK retail funds team. John joined the firm as a graduate trainee. He obtained a B.A. in European Studies, French and Italian from University College Cork, Ireland and earned a Diploma in Business Studies from University College Galway, Ireland. He is an Associate of the Institute of Investment Management & Research (AIMR). He has been responsible for the UK Equity Income Strategy since its inception in May 2017.
Total return for John Baker
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
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
63-99m
 
 
 
 
 
 
 
 
 
75-111m
 
 
 
 
 
 
 
 
 
87-123m
 
 
 
 
 
 
 
 
 
99-135m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : John Baker

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
John Baker 5.0 1.2 15.2 0.9 12.7 -9.3 16.7 17.2 1.1 6.3
Peer Group Composite 6.2 -0.7 11.1 5.6 14.8 -5.1 15.7 17.9 -1.4 7.1
Over / Under -1.2 1.9 4.1 -4.7 -2.1 -4.2 1.0 -0.7 2.5 -0.8
Performance vs peer group composite: John Baker
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
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Europe Dynamic Co-managed FO Equity - Europe inc UK since Feb 01 2005 to present
JPM Europe Dynamic Technologies Co-managed FO Equity - Tech Media & Telecom since Mar 01 2007 to present
JPM UK Dynamic Co-managed UT UK All Companies since Jul 31 2007 to present
JPM Euroland Dynamic Co-managed FO Equity - Europe ex UK since Sep 20 2011 to present
JPM UK Equity Income Co-managed UT UK Equity Income since May 31 2017 to present
SJP UK Equity Income Co-managed UT UK Equity Income since Oct 24 2022 to present
Funds managed previously
Fund Periods
JPMorgan Elect Managed Income Shs 0.001P since Dec 01 2008 to fund close
JPM Europe Dynamic Ex UK since Feb 28 2005 to Sep 07 2017
JP Morgan Income & Capital Trust plc since Dec 31 2008 to Feb 26 2018
JP Morgan Income & Growth since Dec 31 2008 to Nov 21 2016
JPM Europe (ex-UK) Sustainable Equity since Oct 01 2004 to Jul 31 2011
JPM Global Equity since Mar 01 2017 to Nov 13 2019
JPM Europe Dynamic Mega Cap since May 07 2007 to fund close
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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