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You are here: Manager factsheet

Jonathan Ingram
JPMorgan Asset Mgmt (Europe) S, JP Morgan Asset Management UK
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Manager profile
Jonathan Ingram, CFA, joined JPMorgan in 2000. He is a Portfolio Manager within the high alpha team of the JPMorgan European Equity Group. Previously, he was an analyst in the European higher alpha team as well as a quantitative investment analyst in the Currency Group.
Total return for Jonathan Ingram
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 : Jonathan Ingram

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
Jonathan Ingram 17.0 6.4 -12.0 39.2 -7.0 7.5 -8.3 22.1 16.5 10.5
Peer Group Composite 18.5 8.2 -16.6 31.1 0.3 9.4 -4.3 18.4 18.3 8.1
Over / Under -1.5 -1.8 4.6 8.1 -7.3 -1.9 -4.0 3.7 -1.8 2.4
Performance vs peer group composite: Jonathan Ingram
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
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Europe Dynamic Technologies Co-managed FO Equity - Tech Media & Telecom since Mar 01 2007 to present
JPM Europe Dynamic Co-managed FO Equity - Europe inc UK since Mar 27 2007 to present
JPM Europe Dynamic Ex UK Co-managed UT Europe Excluding UK since Mar 31 2007 to present
JPM UK Dynamic Co-managed UT UK All Companies since Mar 31 2007 to present
JPM Euroland Dynamic Co-managed FO Equity - Europe ex UK since Sep 20 2011 to present
Funds managed previously
Fund Periods
JPM Europe (ex-UK) Sustainable Equity since Jan 01 2005 to Jul 31 2011
JPM Europe Dynamic Mega Cap since May 07 2007 to fund close
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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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