North Yorkshireman James Elliot has been a fund manager at JP Morgan Asset Management for over 10 years and runs more than £1 billion in assets for the group. Elliot, who was born in 1970, adopts an inclusive value and growth approach to stockpicking and would like to emulate the success of the investor he admires most, contrarian maestro David Dreman. He graduated in Modern History from Oxford University.
Talib Sheikh is a portfolio manager in the Multi-Asset Solutions team at J.P Morgan Asset Management, based in London. Talib is responsible for managing total return portfolios, balanced and income portfolios and has managed balanced and tactical asset allocation overlay accounts since 2002. An employee since 1998, Talib was previously a portfolio manager in the derivatives implementation team in London. Talib earned a bachelors of science in agriculture and a masters of science in international marketing from the University of Newcastle and is a CFA charterholder.
Gareth Witcomb is an executive director and portfolio manager in the Multi-Asset Solutions team at JP Morgan Asset Management based in London. He manages global balanced portfolios and total return portfolios where he specialises in providing fixed income insight. Gareth joined the firm in 1998, supervising the Cash Management team before joining the Multi-Asset Solutions team in 2005. He graduated from the University College Wales with a BA in History and Politics.
The Fund aims to provide income and long-term capital growth by investing in a global portfolio of assets. The Fund will primarily invest in Debt Securities (which may include Below-Investment Grade Bonds and Unrated Securities), Convertible Bonds, Equity securities (which may include smaller companies) and short-term securities. Issuers of securities may be located in any country, including Emerging Markets and the Fund may invest in assets denominated in any currency - The Fund will have a bias towards Bonds.
Rank 4/126 Total Return
Rank 66/126 Standard Deviation
Rank 27/126 Max Drawdown
|2||Barclays High Income Portfolio GBP A||GBP||
|3||Kames Diversified Growth B Acc GBP||GBP||
|4||JPM Global Macro Balanced Fund A Net Acc||GBP||
|5||Barclays Income Plus Portfolio GBP Dis A||GBP||
|6||AI Cautious Pension Inc||GBP||
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|64||SVS Cornelian Defensive B Acc||GBP||
|65||Jupiter Distribution Acc||GBP||
|66||JPM Global Macro Balanced Fund A Net Acc||GBP||
|67||LF Prudential Dynamic 0-30 Portfolio A Inc||GBP||
|68||F&C MM Lifestyle Foundation B Inc||GBP||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date01/07/2005
- Share Class size76Mn
- Base currencyGBP
- Min. initial investment1,000
- Min. regular additional investment100
- Annual management1.25%
- Initial investment0