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You are here: Manager factsheet

Joanna Crompton

FE fundinfo Alpha Manager
JP Morgan Funds (Asia) Limited, JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
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Manager profile
Joanna Crompton, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2007, Joanna joined the firm as a graduate trainee. She was previously an investment specialist within the International Equity Group. Joanna obtained a degree in Economics with Spanish from the University of Nottingham and is a CFA charterholder.
Total return for Joanna Crompton
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 : Joanna Crompton

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
Joanna Crompton 20.5 8.2 0.2 29.3 -2.6 -1.3 2.5 29.7 -0.5 7.1
Peer Group Composite 14.2 4.2 -2.5 25.8 0.7 -3.6 2.3 29.0 -2.9 6.6
Over / Under 6.3 4.0 2.7 3.5 -3.3 2.3 0.2 0.7 2.4 0.5
Performance vs peer group composite: Joanna Crompton
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
9 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPMorgan SAR European Co-managed FO Equity - Europe inc UK since Jan 01 2014 to present
JPM Europe (ex-UK) Sustainable Equity Co-managed UT Europe Excluding UK since Sep 05 2016 to present
JPM Europe Sustainable Equity Co-managed FO Equity - Europe inc UK since Dec 15 2016 to present
JPM Europe Equity Co-managed FO Equity - Europe inc UK since Oct 31 2020 to present
JPM JPM Global Sustainable Equity Co-managed UT Global since Jun 30 2021 to present
JPM Global Sustainable Equity Co-managed FO Equity - Ethical since Feb 01 2022 to present
Funds managed previously
Fund Periods
No previously managed funds
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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