PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

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

Login

Password Reminder
Not Registered? Click Here

Register

Register
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

Alexander Fitzalan Howard
JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
An employee since 1986, Alexander was previously an investment manager with the J.P. Morgan Asset Management North American Portfolios Group, most recently running the desk. Before this, Alexander was involved in the development of the Czechoslovakia Investment Corporation Inc., and responsible for the establishment of the first Czech domestic mutual funds managed by Investicni Banka and administered by Save & Prosper. Prior to this, he assisted in the fund management of the Save & Prosper financial sector unit trusts and was responsible for analytical coverage of the financial and media sectors. Alexander obtained a B.A. (Hons) in Modern History from Oxford University.
Total return for Alexander Fitzalan Howard
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alexander Fitzalan Howard

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
Alexander Fitzalan Howard 14.6 10.5 6.4 43.7 -18.6 -3.3 6.4 25.1 -4.5 9.7
Peer Group Composite 12.8 5.1 3.4 42.4 -10.1 -0.7 5.8 24.7 -2.9 9.0
Over / Under 1.8 5.4 3.0 1.3 -8.5 -2.6 0.6 0.4 -1.6 0.7
Performance vs peer group composite: Alexander Fitzalan Howard
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
7 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPMorgan European Growth & Income plc Co-managed IT Europe since Jan 01 2006 to present
JPM Europe (ex-UK) Sustainable Equity Co-managed UT Europe Excluding UK since Sep 01 2011 to present
JPM Europe Equity Co-managed FO Equity - Europe inc UK since Jul 01 2012 to present
Funds managed previously
Fund Periods
JPM Germany Equity since Jun 02 2000 to fund close
JPMorgan European Investment Trust Plc Gwth Shs since Jan 01 2006 to fund close
JPMorgan European IT Plc Income Shs since Aug 02 2006 to Oct 30 2020
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Experts predict where the FTSE 100 will end the year By Emma Wallis  24-Apr-2024
Group The best investment trusts to add to your pension, according to the experts By Jonathan Jones  23-Apr-2024
Group AVI launches new open-ended Japan strategy By Matteo Anelli  22-Apr-2024
Group Investors sell Fundsmith and Baillie Gifford funds in the first quarter of 2024 By Jean-Baptiste Andrieux  17-Apr-2024
Group Land of the rising Nikkei By James Carthew  15-Apr-2024
Group The three UK Smaller Companies veteran managers still producing top returns By Jean-Baptiste Andrieux  15-Apr-2024
Group The discounted investment trusts this specialist stockpicker is snapping up By Emma Wallis  09-Apr-2024
Group The global bond funds that keep delivering the most bang for your buck By Matteo Anelli  09-Apr-2024
Group The experts’ perfect fund pairings for investing in bonds By Jean-Baptiste Andrieux  09-Apr-2024
Group The only UK All Companies veteran manager still producing top returns By Jean-Baptiste Andrieux  08-Apr-2024
Group The income funds for last-minute ISA investors By Jonathan Jones  04-Apr-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

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

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc