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You are here: Manager factsheet

JPMorgan Asset Management (UK) Limited

Quilter Investors Limited, Lombard Odier Funds (Europe) S
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Manager profile
Manager biography not available
Total return for JPMorgan Asset Management (UK) Limited
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 : JPMorgan Asset Management (UK) Limited

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
JPMorgan Asset Management (UK) Limited 15.4 1.4 -6.8 30.8 6.7 1.7 14.5 43.3 -12.0 -8.4
Peer Group Composite 13.6 1.2 -2.9 27.1 1.9 -0.2 9.2 38.7 -8.8 -3.2
Over / Under 1.8 0.2 -3.9 3.7 4.8 1.9 5.3 4.6 -3.2 -5.2
Performance vs peer group composite: JPMorgan Asset Management (UK) Limited
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Quilter Investors US Equity Growth Lead manager UT North America since Jun 08 2017 to present
PrivilEdge JPMorgan Eurozone Equity Lead manager FO Equity - Europe inc UK since Nov 30 2017 to present
LO JPMorgan Emerging Markets Local Currency Bond Lead manager FO Fixed Int - Emerging Markets since Apr 06 2023 to present
PrivilEdge JPMorgan US Equities Beta Enhanced Lead manager FO Equity - USA since Oct 12 2023 to present
Funds managed previously
Fund Periods
Quilter Investors Natural Resources Equity since Apr 30 2013 to Sep 19 2018
Quilter Investors Bond 3 since Jun 01 2018 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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