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You are here: Manager factsheet

Oliver Cox
JPMorgan Asset Mgmt (Europe) S, JP Morgan Funds (Asia) Limited, JP Morgan Asset Management UK
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Manager profile
Oliver Cox, executive director, is a portfolio manager within the Asia Pacific Regional team within the Emerging Markets and Asia Pacific (EMAP) Equities team, based in Hong Kong. He joined the Firm in 2007 from Macquarie Securities Japan where he was an equity analyst for three years. Prior to this, he worked with Mitsubishi Electric for a year as a communication manager. Oliver obtained a B.Sc. (Honours) in Psychology from the University of Manchester.
Total return for Oliver Cox
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 : Oliver Cox

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
Oliver Cox 18.1 5.8 -21.8 14.4 23.7 14.4 -12.8 23.7 43.8 -
Peer Group Composite 20.1 5.6 -19.9 16.4 14.9 14.1 -6.2 15.2 41.7 -
Over / Under -2.0 0.2 -1.9 -2.0 8.8 0.3 -6.6 8.5 2.1 -
Performance vs peer group composite: Oliver Cox
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
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Asia Pacific Equity Co-managed FO Equity - Asia Pacific ex Japan since Feb 15 2016 to present
JPMorgan SAR Asian Co-managed FO Equity - Asia Pacific ex Japan since Feb 15 2016 to present
JPMorgan Pacific Technology Co-managed FO Equity - Tech Media & Telecom since Feb 06 2017 to present
JPM Asia Pacific Equity Fund Co-managed UT Asia Pacific Excluding Japan since Sep 13 2019 to present
Funds managed previously
Fund Periods
JPMorgan Ultra Japan since Jan 09 2006 to fund close
JPM Japan Dynamic since Apr 01 2008 to Sep 11 2012
JPMorgan Japan Technology since Mar 01 2010 to fund close
JPM Japan Behavioural Finance Equity since Dec 01 2007 to Feb 28 2010
JPM Core Japan Behavioural Finance since Dec 01 2007 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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