Nicholas Horne

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Nicholas Horne
JPMorgan Asset Mgmt (Europe) S
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Manager profile

Nicholas Horne, managing director, is a portfolio manager and the Head of Global Structured Equity Group within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2006, Nicholas was co-CIO of the International Equities Behavioural Finance Team. He joined the firm as a graduate trainee. Nicholas holds a BSM in Finance and International Relations from Tulane University, and a MSc in Politics of the World Economy from the London School of Economics and Political Science. Nicholas is a CFA charterholder.

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Nicholas Horne is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 16.6 years

+8.5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Nicholas Horne	9.3	51.1	69.5	95.8	135.9
Peer Group Composite	7.8	27.0	26.7	49.0	85.4
Over / Under	1.5	24.1	42.8	46.8	50.5

Total return for Nicholas Horne

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

83-119m

95-131m

107-143m

119-155m

131-167m

Discrete calendar year performance : Nicholas Horne

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Nicholas Horne	9.3	23.7	12.4	11.1	1.0	19.0	-3.0	0.6	5.8	12.1
Peer Group Composite	7.8	9.6	7.5	9.4	-8.8	19.7	-1.7	2.5	6.0	14.5
Over / Under	1.5	14.1	4.9	1.7	9.8	-0.7	-1.3	-1.9	-0.2	-2.4

Performance vs peer group composite: Nicholas Horne

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

Outperformed peer group composite

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

JPM Europe Equity Plus	Co-managed	FO Equity - Europe inc UK	since May 01 2010 to present
JPM Europe Equity Absolute Alpha	Co-managed	FO Hedge/Stru Prod - Equity	since Dec 19 2013 to present

Funds managed previously

Fund	Periods

JPM Europe Equity	since Mar 01 2010 to Jan 07 2018
JPM Euroland Equity	since May 01 2010 to Jan 07 2018
JPM UK Equity Plus	since Sep 08 2015 to Nov 30 2022
JPM Europe Dividend Alpha	since Apr 30 2013 to Nov 28 2017
JPM Europe (ex-UK) ESG Equity	since Jul 01 2012 to Sep 04 2016
JPM Global Eq Plus	since Apr 26 2018 to fund close
JPM Global Equity	since Mar 01 2017 to Nov 13 2019