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You are here: Manager factsheet

Robert Lloyd
JP Morgan Funds (Asia) Limited, JPMorgan Asset Mgmt (Europe) S, JP Morgan Asset Management UK
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Manager profile
Robert Lloyd, Managing Director, is a portfolio manager for the Asia Pacific Core strategy and a member of the Japan team within the Emerging Markets and Asia Pacific (EMAP) Equities team. Based in Hong Kong, he joined the Firm in Tokyo in 2005 and transferred to Hong Kong in 2009. Prior to this, Robert spent three years with UBS Asset Management in Tokyo as an investment analyst, initially for risk management and latterly for Japanese equities. He began his career as a collateral analyst in the credit group of Deutsche Bank, Tokyo. Robert obtained a B.A. in Literature and Linguistics from the University of Montana, U.S.
Total return for Robert Lloyd
Manager career performance
Discrete calendar year performance : Robert Lloyd

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
Robert Lloyd 14.9 6.4 -23.8 10.5 19.8 17.3 -6.2 18.2 43.6 9.8
Peer Group Composite 15.7 5.6 -17.2 12.4 6.5 12.1 -7.0 13.4 32.9 7.3
Over / Under -0.8 0.8 -6.6 -1.9 13.3 5.2 0.8 4.8 10.7 2.5
Performance vs peer group composite: Robert Lloyd
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 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
JPMorgan SAR Japan Co-managed FO Equity - Japan since Sep 16 1998 to present
JPM Pacific Equity Co-managed FO Equity - Asia Pacific inc Japan since Jan 01 2014 to present
JPMorgan Pacific Securities Co-managed FO Equity - Asia Pacific inc Japan since May 27 2015 to present
JPMorgan Asia Growth & Income Plc Co-managed IT Asia Pacific Equity Income since Aug 01 2018 to present
Funds managed previously
Fund Periods
JPM Japan Equity since Nov 01 2010 to Aug 31 2015
JPMorgan Eastern since Mar 17 2016 to fund close
JPM Asia Growth since Feb 15 2016 to Sep 28 2017
JPM Japan Small Cap since Nov 15 2010 to Jun 10 2012
JPM Institutional Japan since Oct 01 2009 to fund close
JPMorgan Eastern since Feb 15 2016 to Mar 16 2016
JPM Japan since Sep 25 2012 to Oct 01 2012
JPM Institutional Asia since Feb 15 2016 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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