PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Iain Stealey
JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S, JP Morgan Funds (Asia) Limited
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Iain Stealey, CFA, managing director, is the International Chief Investment Officer within the Global Fixed Income, Currency and Commodities (GFICC) group. Based in London, he is a portfolio manager focusing on multi-sector bond strategies for both segregated clients and pooled funds and serves on the Currency Investment Policy Committee (CIPC). Iain was previously Head of Global Aggregate Strategies and before that was responsible for the portfolio management of enhanced cash and short duration portfolios. An employee since 2002, he obtained a B.Sc. in Management Science from Loughborough University. Iain is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.
Total return for Iain Stealey
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Iain Stealey

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
Iain Stealey 4.9 38.4 -5.2 -4.1 4.5 6.5 1.8 -3.0 23.9 1.5
Peer Group Composite 5.6 0.4 -6.9 -3.0 4.1 5.2 0.4 -1.4 20.5 0.0
Over / Under -0.7 38.0 1.7 -1.1 0.4 1.3 1.4 -1.6 3.4 1.5
Performance vs peer group composite: Iain Stealey
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM JPM Unconstrained Bond Co-managed UT Targeted Absolute Return since May 06 2009 to present
JPM Global Short Duration Bond Co-managed FO Fixed Int - USD Short/ Medium Maturity since Jul 21 2009 to present
JPM Aggregate Bond Co-managed FO Fixed Int - USD Investment Grade since Nov 09 2009 to present
JPM Euro Aggregate Bond Co-managed FO Fixed Int - EUR Investment Grade since Nov 09 2009 to present
JPM Global Aggregate Bond Co-managed FO Fixed Int - Global since Mar 29 2010 to present
JPM Global Strategic Bond Co-managed FO Absolute Return since Jun 03 2010 to present
JPMorgan SAR Global Bond Co-managed FO Fixed Int - Global since Jan 01 2011 to present
JPM Global Bond Opportunities Co-managed FO Fixed Int - Global since Feb 22 2013 to present
JPM Global Bond Opportunities Co-managed UT Sterling Strategic Bond since Jan 30 2015 to present
JPM Global Bond Opportunities Sustainable Co-managed FO Fixed Int - Global since Nov 08 2019 to present
JPM UK Government Bond Co-managed UT UK Gilts since May 01 2020 to present
JPM EU Government Bond Co-managed FO Fixed Int - EUR Government since Jun 17 2020 to present
JPM Euro Government Short Duration Bond Co-managed FO Fixed Int - EUR Short/ Medium Maturity since Jun 17 2020 to present
JPM Global Ex UK Bond Co-managed UT Global Bonds since Jun 17 2020 to present
JPM Global Government Bond Co-managed FO Fixed Int - Global since Jun 17 2020 to present
JPM Global Government Short Duration Bond Co-managed FO Fixed Int - EUR Short/ Medium Maturity since Jun 17 2020 to present
Funds managed previously
Fund Periods
JPM Sterling Bond since Jun 01 2006 to fund close
JPM Euro Short Duration Bond since Jul 21 2009 to Feb 22 2018
JPM The Bond For Charities since Jul 01 2011 to fund close
JPM Europe Bond since May 01 2007 to fund close
JPM Sterling Corporate Bond since Jul 01 2006 to May 31 2009
JPM Global Enhanced Bond since Mar 01 2010 to Sep 27 2012
JPM The Bond For Charities since Jul 01 2006 to Dec 31 2008
JPM Global Bond EUR since Mar 29 2010 to fund close
JPM Global Ex US Bond since May 01 2007 to Sep 15 2008
JPM Global Ex UK Bond since Oct 01 2008 to Oct 31 2008
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Group Emerging markets open new doors for dividend investors By Omar Negyal  18-Nov-2024
Group Two-fund portfolios: The equity/bond approach By Matteo Anelli  06-Nov-2024
Group M&G sustainability range loses Square Mile ratings on fund merger plans By Gary Jackson  05-Nov-2024
Group Against all odds: Global funds that were top-quartile in consecutive 3yr periods By Emma Wallis  24-Oct-2024
Group Where to invest after summer storms, why UK equities aren’t a trap and looking for smarter growth in Asia: Thoughts from Fundswire this week By Diana Llewellyn  18-Oct-2024
Group Which US funds got the most bang for their buck? By Patrick Sanders  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 Stocks that investment trust managers are backing for a UK recovery By James Carthew  14-Oct-2024
Group Is a ‘market neutral’ allocation to the US too big a bet? By Emma Wallis  14-Oct-2024
Group The cheapest and most expensive investment trusts out there By Emma Wallis  09-Oct-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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc