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You are here: Manager factsheet

Sara Bellenda

JP Morgan Funds (Asia) Limited, JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
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Manager profile
Sara Bellenda, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2017, Sara was an equity research analyst at Fidelity Management & Research covering European real estate and UK homebuilders. Sara holds a MBA in Hospitality Management from Cornell/ESSEC business school and is fluent in Italian, English and French.
Total return for Sara Bellenda
Discrete calendar year performance : Sara Bellenda

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
Sara Bellenda 11.4 -2.2 0.3 14.7 -15.7 13.1 - - - -
Peer Group Composite 10.9 -3.4 1.4 13.6 -10.0 9.8 - - - -
Over / Under 0.5 1.2 -1.1 1.1 -5.7 3.3 - - - -
Performance vs peer group composite: Sara Bellenda
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 6
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPMorgan Sustainable Infrastructure Co-managed FO Property - International since Sep 30 2017 to present
JPM JPM Climate Change Solutions Co-managed UT Global since Jun 30 2021 to present
JPM Climate Change Solutions Co-managed FO Equity - Ethical since Dec 14 2021 to present
Funds managed previously
Fund Periods
Janus Henderson Horizon Global Property Equities since Mar 01 2006 to Nov 30 2008
Henderson Global Property since Jan 01 2008 to Sep 30 2008
JPM Global Property Securities since Sep 29 2017 to fund close
JPM Global RE Securities (USD) since Sep 29 2017 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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