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

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Jonathan Simon

Jonathan Simon

About Jonathan Simon

Jonathan Simon graduated from Oxford University with an MA in mathematics. He joined JP Morgan in 1980 where he started as an analyst in the London office and transferred to New York in 1983. Jonathan became a portfolio manager in 1987 and was the president of Robert Fleming’s US asset management operations from 1990 to 2000. He is currently the head of the US value team and manages a number of equity value funds. Jonathan has over 30 years of industry experience.

Are you Jonathan Simon?

Citywire Rating: + rated

2011

  • MNot rated in May 2011
  • JNot rated in Jun 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
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated 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
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated 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

Performance

over : 31/07/2013 - 31/07/2014
Rank 107/118 Equity - North America
Manager Return
105 Aled Smith 0.2%
106 Ian Tabberer -0.3%
107 Jonathan Simon -0.7%
108 Tim Hartch -0.8%
108 Michael Keller -0.8%

Total Return

Month by Month Performance

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 2.5% 0.6% 1.3% 0.6%
2013 28.3% 20.3% 4.2% -3.5% 6.0%
2012 8.2% 7.0% 1.1% 2.2% -2.1%
2011 1.0% 1.5% -0.4% -11.2% 12.6%
2010 19.5% 11.5% -7.8% 2.8% 13.1%
2009 18.5% 12.2% 5.7%

Related News

JP Morgan Asset Management launches high alpha US equity fund

JP Morgan Asset Management is launching an onshore version of its high alpha US fund.

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.