JPMorgan Multi Income (mth) - USD
Managed by
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 maximize the income return primarily through investing in a diversified portfolio of income producing equities, bonds and other securities. The Fund aims to provide medium to long term moderate capital growth by active asset allocation to, and within, different asset classes and geographies. The asset classes include but are not limited to investment grade bonds, below investment grade bonds, high yield bonds, emerging market bonds, convertible bonds, real estate investment trusts ("REITs") and equities.
Performance
-
Rank 122/322 Total Return
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Rank 175/322 Standard Deviation
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Rank 103/322 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 122 | JPMorgan Multi Income (mth) - USD | USD | 9.8% |
| 123 | SEI Market Growth Strategy Fund;F | USD | 9.7% |
| 124 | Mediolanum Best Brands Dynamic Collection S A | USD | 9.7% |
| 124 | MFS Total Return Fund;A | USD | 9.7% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 173 | Goldman Sachs Growth & Income Strategy Port;Inst | USD | 3.9 |
| 173 | Coronation Global Capital Plus A | USD | 3.9 |
| 175 | JPMorgan Multi Income (mth) - USD | USD | 3.9 |
| 175 | AIG Active Allocation Fund;A | USD | 3.9 |
| 175 | Madison Diversified Income Fund;A | USD | 3.9 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 101 | Catalyst/SMH Total Return Income Fund;A | USD | -1.5% |
| 101 | Loomis Sayles Multi-Asset Income Fund;A | USD | -1.5% |
| 103 | Voya Target In-Retirement Fund;I | USD | -1.5% |
| 103 | JPMorgan Multi Income (mth) - USD | USD | -1.5% |
| 103 | PWMG SIF - Dakar-A USD | USD | -1.5% |
| 103 | American Funds Income Fund of America;A | USD | -1.5% |
| 103 | Fidelity Freedom Income Fund | USD | -1.5% |
| 103 | American Century One Choice In Ret Portfolio;Inv | USD | -1.5% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 3.0% | 2.0% | |||
| 2016 | 7.4% | 0.1% | 2.7% | 3.8% | 0.6% |
| 2015 | -1.6% | 3.0% | -1.8% | -4.8% | 2.2% |
| 2014 | 4.4% | 1.9% | 4.0% | -2.0% | 0.6% |
| 2013 | 6.0% | 2.9% | -2.3% | 2.3% | 3.1% |
| 2012 | 15.0% | 6.9% | -0.5% | 4.6% | 3.4% |
| 2011 | 5.8% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Hong Kong
- Macau
- Singapore
Fund Info
- Launch date09/09/2011
- Share Class size5,562Mn
- Base currencyUSD
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ISIN HK0000084514
Purchase Info
- Min. initial investment2,000
- Min. regular additional investment0
Charges
- Annual management1.25%