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You are here: Manager factsheet

Simin Li

JP Morgan Asset Management UK
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Manager profile
Simin Li, vice president, is a portfolio manager in the Multi-Asset Solutions team, based in London, working on multi-strategy portfolios. An employee since 2011, Simin was previously part of the Client Service team. Prior to this, Simin worked at Citigroup, in a fund administration role. Simin obtained a B.Sc. in Mathematics and Management from the University of Manchester.
Total return for Simin Li
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
Discrete calendar year performance : Simin Li

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
Simin Li 13.8 0.0 -13.7 30.3 -2.2 5.4 7.9 - - -
Peer Group Composite 15.5 10.0 -14.9 25.3 3.8 7.2 9.5 - - -
Over / Under -1.7 -10.0 1.2 5.0 -6.0 -1.8 -1.6 - - -
Performance vs peer group composite: Simin Li
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
Outperformed peer group composite
2 years
out of a possible 7
Overall markets
Underperformed peer group composite
5 years
out of a possible 7
Rising markets
Outperformed peer group composite
1 year
out of a possible 6
Falling markets
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Multi Manager Growth Co-managed UT Global since Jun 07 2017 to present
Funds managed previously
Fund Periods
JPE Managed Growth SHS 0.00401572P since Jul 05 2019 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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