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



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

Jonathan Cummings

JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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
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 12.5 1.3 -8.2 18.2 -4.1 4.7 3.2 20.5 -0.3 8.1
Peer Group Composite 10.5 2.4 -6.9 14.3 0.8 4.0 4.1 17.2 3.0 6.7
Over / Under 2.0 -1.1 -1.3 3.9 -4.9 0.7 -0.9 3.3 -3.3 1.4
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
Outperformed peer group composite
5 years
out of a possible 10
Overall markets
Underperformed peer group composite
5 years
out of a possible 10
Rising markets
Outperformed peer group composite
5 years
out of a possible 9
Falling markets
Outperformed peer group composite
0 years
out of a possible 1
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.

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