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JPMorgan Income Builder Fund;C

Ranked 178 out of 343 in - Flexible USD over 12 months
All calculations are in USD unless stated

Managed by

Eric Bernbaum

Jeffrey Geller

Jeffrey Geller is a managing director and chief investment officer of multi-asset solutions at JP Morgan Asset Management and is responsible for investment oversight of all mandates managed in New York. He joined the firm in 2006 and prior to this was director of Hedge Fund Investments at Russell Investment Group. Jeff graduated from Clark University with a BA and the University of Chicago Graduate School of Business with an MBA in Finance. He is a CFA charterholder and is series 24, 7 and 63 licensed.

Anne Lester

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

The Fund seeks to maximize income while maintaining prospects for capital appreciation. The Fund primarily invests in a broad range of income-producing securities, including debt and equity securities in the U.S. as well as other markets, both developed and emerging.

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

Performance

Flexible USD over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.0% 2.5%
2016 7.0% 0.7% 2.7% 3.2% 0.3%
2015 -1.5% 2.2% -1.3% -3.9% 1.7%
2014 3.3% 2.1% 3.8% -2.7% 0.1%
2013 8.7% 3.3% -1.4% 3.1% 3.5%
2012 16.5% 7.1% 0.3% 5.0% 3.3%
2011 -0.9% 3.3% 1.3% -10.6% 6.0%
2010 12.2% 2.8% -4.6% 10.1% 4.0%
2009 37.0% -0.8% 16.0% 13.0% 5.4%
2008 -29.7% -5.8% -1.7% -9.5% -16.1%
2007 -0.4% -2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/05/2007
  • Share Class size4,711Mn
  • Base currencyUSD
  • ISIN US4812A32707

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.23%

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