PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Usman Naeem

JPMorgan Asset Mgmt (Europe) S, JP Morgan Asset Management UK
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Usman Naeem, Executive Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in London, he is a senior portfolio manager within the European Investment Grade Corporate Credit Team and is responsible for managing credit exposure across client portfolios. An employee since 2005, Usman was most recently a senior portfolio manager for J.P. Morgan Proprietary Strategies specialising in European corporate credit. Prior to that was in the Corporate & Investment Bank (CIB) where he was responsible for managing the global credit portfolio of the credit exotics business and managed a team of three traders. Before joining the firm Usman spent three years at Dresdner Bank in interest rate exotics trading and credit trading where he managed the municipal loan portfolio. Usman holds a B.Sc. (Hons) in economics from the University of Cardiff and M.Sc. in finance from ISMA, University of Reading
Total return for Usman Naeem
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 : Usman Naeem

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
Usman Naeem 4.9 -1.3 -2.5 -1.5 4.3 7.3 -1.1 15.8 6.0 -
Peer Group Composite 4.1 -2.4 -4.7 -1.1 4.6 5.9 -0.6 13.4 6.0 -
Over / Under 0.8 1.1 2.2 -0.4 -0.3 1.4 -0.5 2.4 0.0 -
Performance vs peer group composite: Usman Naeem
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 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Flexible Credit Co-managed FO Fixed Int - Global since Aug 01 2015 to present
JPM Sterling Corporate Bond Co-managed UT Sterling Corporate Bond since Oct 01 2015 to present
JPM Global Corporate Bond Co-managed FO Fixed Int - Global since Mar 01 2016 to present
JPM Euro Corporate Bond Co-managed FO Fixed Int - EUR Corporate Bond since Aug 01 2016 to present
JPM Global Corporate Bond Duration-Hedged Co-managed FO Fixed Int - Global since Jul 31 2017 to present
JPM Global Corporate Bond Co-managed UT Global Bonds since Sep 13 2019 to present
JPM Green Social Sustainable Bond Co-managed FO Fixed Int - Global since Nov 09 2022 to present
Funds managed previously
Fund Periods
No previously managed funds
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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close