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You are here: Manager factsheet

Simon Jones

FE fundinfo Alpha Manager
JK Investment Management LLP
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Manager profile
Simon Jones has been in the fund management industry since 1986. He joined Prudential Portfolio Managers in the UK in 1986 and initially specialised in managing US equities. In 1990 he transferred to PPM’s Asia desk to specialise in Japanese equities and derivatives (principally warrants, options and convertible bonds). In 1995 he moved to Jardine Fleming Investment Advisers in Japan where he managed Japanese equities and for the last five years was a Managing Director and Chief Investment Officer of the JF Japan Portfolios Group, responsible for $20bn+ of Japanese equity funds as well as management oversight of the global fixed income and global equity funds managed in Japan for domestic clients. On merging with JP Morgan, he became a Managing Director and CIO of JP Morgan Fleming Asset Management (Japan) Ltd. In addition, for six years while at JF/JPMAM, he managed the JF Macro Absolute Return Fund, a global macro hedge fund. He was the manager of a number of award winning Japanese equity funds during his time at both PPM and JF. He returned to the UK in April 2003 and became a founding member of the Investment Manager. He has a BSc (Hons) in Banking and Finance from Loughborough University (Midland Bank scholarship), is an Associate of the Society of Investment Professionals and a member of CFA Institute
Total return for Simon Jones
Discrete calendar year performance : Simon Jones

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
Simon Jones 0.8 43.3 6.5 2.4 39.4 - - - - -
Peer Group Composite 3.1 14.1 5.0 -7.3 21.0 - - - - -
Over / Under -2.3 29.2 1.5 9.7 18.4 - - - - -
Performance vs peer group composite: Simon Jones
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
4 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
JK Japan Fund Lead manager FO Equity - Japan since Mar 03 2020 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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