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JPM Multi-Asset Income

Ranked 294 out of 406 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Eric Bernbaum

Michael Schoenhaut

Michael Schoenhaut is a portfolio manager on J.P. Morgan Asset Management’s multi-asset solutions team, based in New York. Michael is primarily responsible for portfolio construction, manager selection and the interpretation and implementation of the team’s asset allocation views in their multi-asset portfolios. He manages a global suite of multi-asset income funds, the SmartRetirement target date funds, and traditional balanced strategies. An employee since 1997, Michael has held other positions within multi-asset solutions, including portfolio manager for balanced strategies and head of quantitative portfolio management. Michael earned a bachelors of science in operations research and industrial engineering from Cornell University and is a CFA charterholder.

Objective

To provide income by investing primarily in a global portfolio of income generating securities.The Fund will predominantly invest in fixed and floating rate debt securities and equity and equity linked securities to generate income. Whilst there might be gains, there is also a risk of capital erosion. The Fund may invest in high-yield bonds, convertible bonds, investment grade, non-investment grade and unrated securities, Real Estate Investment Trusts (REITS), smaller companies and collective investment schemes as the investment adviser deems appropriate.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Balanced GBP over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.9%
2017 7.9% 2.6% 1.6% 1.3% 2.2%
2016 6.1% -0.5% 2.0% 3.5% 1.1%
2015 -0.2% 3.6% -2.1% -4.2% 2.7%
2014 6.3% 1.9% 3.9% -0.8% 1.3%
2013 10.2% 5.3% -0.3% 1.8% 3.1%
2012 14.8% 6.4% -0.1% 5.3% 2.6%
2011 -2.0% 2.5% 0.2% -8.8% 4.6%
2010 11.3% 3.8% -3.2% 7.2% 3.3%
2009 13.3% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date30/06/2009
  • Share Class size17Mn
  • Base currencyGBP
  • ISIN GB00B4N1ZJ15

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.25%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).