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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Clare Hart

Clare Hart

About Clare Hart

With over 22 years in the industry, Clare Hart is a managing director at JP Morgan and lead portfolio manager on the firm’s US Equity Income Fund. Hart joined JP Morgan in 1999 from Salomon Smith Barney, where she worked in the equity research division as a research associate covering Real Estate Investment Trusts. She also worked as a public accountant at Arthur Andersen, where she began her career. Hart holds a BA in political science from the University of Chicago, as well as an MSA from DePaul University and a CPA granted by the State of Illinois.

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Funds Managed
  1. JPM US Equity Income

Citywire Rating: Not Rated

2011

  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ARated A in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DRated A in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ARated A in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JNot rated in Jan 2014
  • FRated Plus in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014

Performance

Equity - North American Income
over : 30/09/2011 - 30/09/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 8.6% 1.6% 1.2% 5.5%
2013 28.1% 18.8% 3.7% -2.4% 6.6%
2012 6.0% 4.6% 0.5% 1.9% -1.1%
2011 8.1% 2.7% 1.1% -8.6% 13.9%
2010 20.7% 10.2% -7.2% 4.7% 12.8%
2009 6.8% 6.8%

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Peformance review: Walker Crips turns bearish on UK equities

Chris Kitchenham, head of Walker Crips Investment Management’s private client unit, explains why he is sceptical on the UK recovery.

James Brearley’s Morris: FTSE will lose momentum once it hits 7,000

Andy Morris, senior investment manager at James Brearley & Sons, explains why he has concerns about the FTSE's momentum.

Has the time come to lock-in US profit?

With the S&P 500 recovering from its June wobble to power to a new all-time high, should investors continue to back US equities or is it time to take profits?

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.