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You are here: Manager factsheet

Callum Abbot

JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
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Manager profile
Callum Abbot, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2012, Callum joined the firm as a graduate trainee. Callum obtained a BA (Hons) in both Geography and Management at the University of Cambridge. Callum is a CFA charterholder.
Total return for Callum Abbot
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Callum Abbot

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
Callum Abbot 18.8 7.4 -10.7 40.3 -18.2 7.5 -1.6 17.8 10.0 -
Peer Group Composite 17.0 5.0 -12.1 39.9 -17.0 5.5 -2.6 15.5 8.3 -
Over / Under 1.8 2.4 1.4 0.4 -1.2 2.0 1.0 2.3 1.7 -
Performance vs peer group composite: Callum Abbot
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
8 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM UK Equity Plus Co-managed IA UK All Companies since Sep 08 2015 to present
JPM UK Equity Core Co-managed IA UK All Companies since Sep 29 2017 to present
JPMorgan Claverhouse IT plc Co-managed IT UK Equity Income since Jan 25 2018 to present
JPM Euroland Equity Co-managed FO Equity - Europe ex UK since Nov 01 2022 to present
Funds managed previously
Fund Periods
JPM JPM UK Sustainable Equity since Jun 30 2021 to Nov 22 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.

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