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You are here: Manager factsheet

Nicholas Roberts
JPMorgan Asset Mgmt (Europe) S
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Manager profile
Nick joined J.P. Morgan as a London-based portfolio manager in 2013. Alongside Tony Lanning, he is responsible for managing the Fusion portfolios out of J.P Morgan's Private Bank. Prior to J.P. Morgan, Nick worked as a portfolio manager at North Investment Partners. His began his career at Williams de Broë, where he was head of manager selection, before moving to Gartmore Investment Management as an analyst on their fund of funds range. Nick holds a Bachelor of Arts degree in Economics and Management from the University of Leeds.
Total return for Nicholas Roberts
Manager career performance
Discrete calendar year performance : Nicholas Roberts

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
Nicholas Roberts 1.3 - - - - - - - - -5.6
Peer Group Composite 2.2 - - - - - - - - -7.0
Over / Under -0.9 - - - - - - - - 1.4
Performance vs peer group composite: Nicholas Roberts
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
1 year
out of a possible 2
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 2
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Dynamic Income (EUR) Co-managed FO Mixed Asset - Flexible since Mar 13 2024 to present
Funds managed previously
Fund Periods
JPM Fusion Balanced since Sep 03 2013 to fund close
JPM Fusion Conservative since Sep 03 2013 to fund close
JPM Fusion Growth since Sep 03 2013 to fund close
JPM Fusion Growth Plus since Sep 03 2013 to fund close
JPM Fusion Income since Sep 03 2013 to fund close
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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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