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You are here: Manager factsheet

David Chan

JP Morgan Asset Management UK
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Manager profile
David Chan, vice president, is a portfolio manager and analyst working on multi-strategy portfolios in the Multi-Asset Solutions team, based in London. An employee since 1997, David was previously an analyst in the Global Equities team and prior to this was a performance analyst specialising in risk and attribution within the Performance Analysis group. Prior to joining the firm, David spent three years as an actuarial trainee at National Provident Institution, having worked as an actuarial principal at Black Horse Life Assurance Company. David started his career as an actuarial assistant at Abbey Life Assurance Company. David obtained a B.Sc. in Mathematics, Operation Research and Economics from the University of Essex and a Postgraduate Diploma in Actuarial Science from City University.
Total return for David Chan
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 : David Chan

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
David Chan 11.4 -4.7 -10.4 32.0 3.7 1.3 6.8 28.2 -3.2 13.2
Peer Group Composite 15.0 2.4 -0.7 23.6 7.0 2.4 8.9 27.5 -2.8 13.4
Over / Under -3.6 -7.1 -9.7 8.4 -3.3 -1.1 -2.1 0.7 -0.4 -0.2
Performance vs peer group composite: David Chan
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
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Multi Manager Growth Co-managed UT Global since Mar 01 2010 to present
Funds managed previously
Fund Periods
JPM JPM Diversified Growth since Mar 01 2010 to Sep 03 2013
JPM Balanced Managed since May 10 2012 to Aug 30 2013
JPM Emerging Markets Multi Asset since Feb 01 2013 to fund close
JPE Managed Growth SHS 0.00401572P since May 01 2017 to Apr 30 2018
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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