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JPMorgan Multi Income (mth) - USD

Ranked 259 out of 331 in - Balanced USD over 12 months
All calculations are in USD unless stated

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.


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.

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


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

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7%
2017 10.6% 3.0% 2.0% 2.2% 3.0%
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

  1. Hong Kong
  2. Macau
  3. Singapore

Fund Info

  • Launch date09/09/2011
  • Share Class size6,236Mn
  • Base currencyUSD
  • ISIN HK0000084514

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment1,000


  • Annual management1.25%
  • Initial investment1.25

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