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You are here: Manager factsheet

Katy Thorneycroft
JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
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Manager profile
Katy Thorneycroft, managing director, leads Multi-Asset Solutions' International Portfolio Management team, focusing on multi-strategy investing, including benchmark oriented, flexible and total return strategies, as well as funds of investment trusts. An employee since 1999, Katy was previously a portfolio manager in the convertible bonds team and a member of the Multi-Asset Solutions team in New York. Prior to this, Katy was a portfolio manager in the European Equity group in London focusing on small and mid-cap strategies. Katy obtained a M.Chem. from the University of Oxford and is a CFA charterholder.
Total return for Katy Thorneycroft
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 : Katy Thorneycroft

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
Katy Thorneycroft 18.0 0.6 -15.6 24.4 -0.3 8.5 -1.6 8.9 9.8 5.7
Peer Group Composite 12.5 -0.4 -11.8 21.0 1.4 7.4 0.4 9.0 9.7 4.2
Over / Under 5.5 1.0 -3.8 3.4 -1.7 1.1 -2.0 -0.1 0.1 1.5
Performance vs peer group composite: Katy Thorneycroft
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 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 JPM Diversified Growth Co-managed UT Flexible Investment since Sep 04 2013 to present
JPM Global Balanced Co-managed FO Mixed Asset - Balanced since Feb 14 2018 to present
Funds managed previously
Fund Periods
JPE Managed Growth SHS 0.00401572P since Feb 01 2006 to fund close
JPM Multi Manager Growth since Aug 01 2006 to Apr 30 2023
JPM JPMorgan Multi-Asset Growth & Income Plc since Mar 02 2018 to fund close
JPM JPM Diversified Growth since Jan 01 2007 to Feb 28 2010
JP Morgan Income & Growth since Jan 01 2014 to Nov 21 2016
JPM Inv Strtgs LifeCycle 2015 since Jun 11 2007 to fund close
JPM Inv Strtgs LifeCycle 2020 since Jun 11 2007 to fund close
JPM Inv Strtgs LifeCycle 2025 since Jun 11 2007 to fund close
JPM Inv Strtgs LifeCycle 2030 since Jun 11 2007 to fund close
JPM Inv Strtgs LifeCycle 2035 since Jun 11 2007 to fund close
JPM Global Convertibles Conservative since Mar 31 2011 to Jun 07 2013
JPM Global Convertibles EUR since Apr 01 2011 to Jun 07 2013
JPM JPM Diversified Growth since Sep 06 2013 to Jun 30 2015
JPM Emerging Markets Multi Asset since Feb 01 2013 to fund close
JPM Balanced Managed since Dec 01 2012 to Aug 30 2013
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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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