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You are here: Manager factsheet

Jonathan Cummings

JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
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Manager profile
Jonathan Cummings, managing director, is a portfolio manager in the Multi-Asset Solutions team, based in London. An employee since 2005, he focuses on multi-strategy portfolios including total return and less benchmark constrained accounts. Prior to this role, he was an analyst with the portfolio construction and investment strategy team within J.P. Morgan's Private Bank in London. Joe obtained a M.Sc. in Economics and Finance from the University of Bristol. He is a CFA charterholder.
Total return for Jonathan Cummings
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
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
63-99m
 
 
 
 
 
 
 
 
 
75-111m
 
 
 
 
 
 
 
 
 
87-123m
 
 
 
 
 
 
 
 
 
99-135m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jonathan Cummings

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
Jonathan Cummings 5.1 -6.4 6.6 4.1 10.2 -7.0 14.9 18.7 -3.4 10.1
Peer Group Composite 3.7 -2.5 4.5 5.9 10.1 -3.5 10.0 19.3 -3.6 9.7
Over / Under 1.4 -3.9 2.1 -1.8 0.1 -3.5 4.9 -0.6 0.2 0.4
Performance vs peer group composite: Jonathan Cummings
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 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM JPM Diversified Growth Co-managed UT Flexible Investment since Dec 09 2013 to present
JPM Global Balanced Co-managed FO Mixed Asset - Balanced since Feb 14 2018 to present
JPM Multi-Asset Cautious Co-managed UT Mixed Investment 0-35% Shares since Sep 20 2019 to present
JPM Multi-Asset Growth Co-managed UT Flexible Investment since Sep 20 2019 to present
JPM Multi-Asset Moderate Co-managed UT Mixed Investment 40-85% Shares since Sep 20 2019 to present
Funds managed previously
Fund Periods
JPM Multi Manager Growth since Dec 09 2013 to Jun 06 2017
JPM Global Allocation since Feb 19 2014 to fund close
JPM Emerging Markets Multi Asset since Dec 09 2013 to fund close
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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