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JPMorgan Diversified Fund;L

Ranked 70 out of 200 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Managed by

Nicole Goldberger

Nicole Goldberger, CFA, is a portfolio manager on J.P. Morgan Asset Management’s Multi-Asset Solutions team based in New York. An employee since 2003, Nicole is responsible for manager selection and portfolio construction across both traditional and alternative asset classes. She focuses on portfolio management and the interpretation of tactical asset allocation strategy across multi-asset class portfolios. Nicole is a portfolio manager for outcome-oriented strategies, including total return, inflation, and liability-aware, as well as numerous diversified portfolios. Nicole earned a Bachelor of Science in Finance from Boston College and is a CFA charterholder.

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.

John Speer

Objective

The Fund seeks to provide a high total return from a diversified portfolio of equity and fixed income securities. Total return will consist of income plus realized and unrealized capital gains and losses.

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

Performance

Aggressive USD over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 3.5% 4.3%
2016 6.2% 0.3% 1.6% 4.0% 0.3%
2015 -0.8% 2.8% -0.4% -5.9% 3.0%
2014 7.1% 1.5% 3.8% -1.2% 2.9%
2013 18.1% 5.5% 0.2% 5.4% 5.9%
2012 16.1% 10.2% -2.5% 5.0% 2.9%
2011 -1.5% 3.4% 0.9% -12.2% 7.6%
2010 14.4% 4.3% -6.7% 10.1% 6.8%
2009 25.5% -6.2% 13.6% 13.4% 3.9%
2008 -28.4% -5.2% -1.8% -7.7% -16.7%
2007 7.1% 2.2% 3.7% 1.7% -0.7%
2006 12.8% 3.4% -0.6% 4.1% 5.5%
2005 4.5% -1.7% 1.7% 2.9% 1.7%
2004 9.6% 2.7% -0.8% 0.5% 7.0%
2003 21.2% -2.5% 11.6% 2.0% 9.2%
2002 -13.0% -0.1% -7.6% -11.0% 5.8%
2001 -5.5% -6.9% 4.3% -9.6% 7.6%
2000 -4.9% 2.7% -2.7% -1.0% -3.8%
1999 12.9% 1.6% 5.1% -2.5% 8.4%
1998 18.6% 8.5% 2.6% -6.1% 13.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date10/09/1993
  • Share Class size1,227Mn
  • Base currencyUSD
  • ISIN US4812A18110

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.36%

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