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You are here: Manager factsheet

Alexander Fitzalan Howard

JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
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Manager profile
An employee since 1986, Alexander was previously an investment manager with the J.P. Morgan Asset Management North American Portfolios Group, most recently running the desk. Before this, Alexander was involved in the development of the Czechoslovakia Investment Corporation Inc., and responsible for the establishment of the first Czech domestic mutual funds managed by Investicni Banka and administered by Save & Prosper. Prior to this, he assisted in the fund management of the Save & Prosper financial sector unit trusts and was responsible for analytical coverage of the financial and media sectors. Alexander obtained a B.A. (Hons) in Modern History from Oxford University.
Total return for Alexander Fitzalan Howard
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
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
91-127m
 
 
 
 
 
 
 
 
 
103-139m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alexander Fitzalan Howard

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
Alexander Fitzalan Howard 18.6 12.2 -2.9 34.0 -8.6 -4.3 1.8 33.0 -2.5 7.7
Peer Group Composite 15.9 7.7 -6.3 30.1 1.7 -1.9 1.9 33.6 -3.2 7.8
Over / Under 2.7 4.5 3.4 3.9 -10.3 -2.4 -0.1 -0.6 0.7 -0.1
Performance vs peer group composite: Alexander Fitzalan Howard
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 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
JPMorgan European Growth & Income plc Co-managed IT Europe since Jan 01 2006 to present
JPM Europe (ex-UK) Sustainable Equity Co-managed UT Europe Excluding UK since Sep 01 2011 to present
JPM Europe Equity Co-managed FO Equity - Europe inc UK since Jul 01 2012 to present
Funds managed previously
Fund Periods
JPM Germany Equity since Jun 02 2000 to fund close
JPMorgan European Investment Trust Plc Gwth Shs since Jan 01 2006 to fund close
JPMorgan European IT Plc Income Shs since Aug 02 2006 to Oct 30 2020
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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