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

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Jonathan Cummings

Jonathan Cummings

Showing manager performance in United Kingdom View performance globally
Funds Managed
  1. JPM Portfolio

Citywire Rating: Not Rated

2016

  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017

Performance

Mixed Assets - Flexible GBP
over : 30/09/2016 - 30/09/2017
Manager Return
9 Caroline Shaw 14.8%
10 David Chan 14.5%
10 Jonathan Cummings 14.5%
10 Peter Malone 14.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.2% 1.2% 1.6%
2016 16.5% -1.8% 1.7% 10.3% 5.8%
2015 5.9% 7.5% -2.5% -5.5% 6.9%
2014 5.6% 0.1% 0.8% 0.9% 3.8%

Related News

JPM AM liquidates multi-asset fund on lack of interest

Investment firm closes UK-domiciled fund on three-year anniversary after failing to accrue sufficient assets.

JPM appoints head of global strategy

JP Morgan Asset Management has appointed John Bilton to head its global strategy team, which sits within JPMAM’s investment management solutions global multi-asset group.

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