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You are here: Manager factsheet

Jonathan Simon

JPMorgan Asset Mgmt (Europe) S, JP Morgan Asset Management UK
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Manager profile
Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, Jonathan is the lead portfolio manager of the JPMorgan Mid Cap Value Fund, the JPMorgan Value Advantage Fund, and the JPMorgan Equity Focus Fund. Jonathan joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management operations and chief investment officer of U.S. Value Equity. Jonathan holds an M.A. in mathematics from Oxford University.
Total return for Jonathan Simon
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
 
 
 
 
 
56-92m
 
 
 
 
 
 
 
 
 
68-104m
 
 
 
 
 
 
 
 
 
80-116m
 
 
 
 
 
 
 
 
 
92-128m
 
 
 
 
 
 
 
 
 
104-140m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jonathan Simon

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 Simon 28.3 12.5 0.7 34.4 4.8 12.2 10.4 24.5 13.7 14.2
Peer Group Composite 21.0 9.7 -5.9 33.0 5.2 10.4 11.4 22.2 12.9 15.0
Over / Under 7.3 2.8 6.6 1.4 -0.4 1.8 -1.0 2.3 0.8 -0.8
Performance vs peer group composite: Jonathan Simon
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 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM America Equity Co-managed IA North America since Aug 16 2011 to present
JPM US Equity All Cap Co-managed FO Equity - USA since Feb 28 2014 to present
JPMorgan American IT plc Co-managed IT North America since Jun 01 2019 to present
Funds managed previously
Fund Periods
JPM US since Mar 01 1964 to Nov 06 2002
JPM US Value since Oct 20 2000 to Nov 03 2019
JPM America Equity since Nov 16 1988 to Dec 31 2006
JPM US Equity Income since Dec 15 2008 to Nov 03 2019
JPM America Equity since Jan 31 2014 to fund close
JPMorgan American IT plc since Nov 01 1988 to Dec 31 1993
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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