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You are here: Manager factsheet

Helge Skibeli

FE fundinfo Alpha Manager
JPMorgan Asset Mgmt (Europe) S, JP Morgan Asset Management UK
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Manager profile
Helge Skibeli, managing director, is a portfolio manager and the CIO for the Research Driven Process (RDP) for International Equities. An employee since 1990, Helge became head of U.S. research in March 2002, Global Head of Developed Market Equity Research in July 2015 and the CIO for RDP and US Equity Core in 2017. Prior to his current role, he was head of J.P. Morgan Investment Management (Singapore) and head of Investment for Asia Pacific ex-Japan. Before this, he was head of Pacific Rim ex-Japan research. Previously, Helge was an analyst in the Equity Research department in London where he followed the automobile and steel sectors. Prior to that, he worked in security analysis and equity sales in the Norwegian market. Helge obtained an M.A. in general business from the Norwegian School of Management and earned an M.B.A. from the University of Wisconsin. He is a CFA charterholder.
Total return for Helge Skibeli
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 : Helge Skibeli

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
Helge Skibeli 18.4 5.9 7.6 30.0 6.0 5.5 7.8 33.9 1.9 23.9
Peer Group Composite 13.9 1.4 2.8 24.0 5.1 3.0 7.1 31.0 0.8 22.1
Over / Under 4.5 4.5 4.8 6.0 0.9 2.5 0.7 2.9 1.1 1.8
Performance vs peer group composite: Helge Skibeli
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
10 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
10 years
out of a possible 10
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Global Select Equity Co-managed FO Equity - Ethical since Nov 01 2015 to present
JPM Global Dividend Co-managed FO Equity - Ethical since Mar 05 2018 to present
JPM Global Equity Income Co-managed UT Global Equity Income since Mar 05 2018 to present
JPM Global Focus Co-managed FO Equity - International since Feb 01 2019 to present
JPMorgan Global Growth & Income plc Co-managed IT Global Equity Income since Mar 14 2019 to present
Funds managed previously
Fund Periods
JPM US Select since Aug 01 2009 to Jul 20 2016
JPM US Select Equity since Aug 01 2009 to Feb 28 2014
JPM US Select Equity since Jul 25 2014 to Jul 21 2016
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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