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You are here: Manager factsheet

Michael Loeffler
JP Morgan Asset Management UK
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Manager profile
Michael Loeffler is a Portfolio Manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in Columbus. His responsibilities include implementation of the allocation strategy for the JPMorgan Investor Funds, a series of multi-asset funds. In addition, Michael serves as portfolio manager for the U.S. Equity Index strategy and assists in the management of the team’s enhanced index strategies. He is also responsible for producing research and reports to support the asset allocation investment process and performing manager due diligence reviews for the fund selection process. Michael joined the firm in 1999 as an investment operations analyst where he processed One Group mutual fund trades for trust accounts and then joined the current investment team in 2000. Prior to joining the firm, he was a mutual fund accountant at BISYS Fund Services. Michael earned a B.S. in Finance from Ohio University and is a CFA charterholder.
Total return for Michael Loeffler
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
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Michael Loeffler

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
Michael Loeffler 15.2 6.7 -3.5 32.9 -18.8 - - - - -
Peer Group Composite 17.4 4.0 -12.7 36.0 -15.6 - - - - -
Over / Under -2.2 2.7 9.2 -3.1 -3.2 - - - - -
Performance vs peer group composite: Michael Loeffler
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 5
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM UK Equity Index Co-managed UT UK All Companies since Sep 13 2019 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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