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Jpm Global Balanced C (acc) - Usd (hedged) (0P000115RQ)

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246.840 +0.090    +0.04%
22/05 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  Luxembourg
Issuer:  JPMorgan Asset Management (Europe) S.à r.l.
ISIN:  LU0957039927 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.47B
JPMorgan Investment Funds - Global Balanced Fund C 246.840 +0.090 +0.04%

Jpm Global Balanced C (acc) - Usd (hedged) Overview

 
On this page you'll find an in-depth profile of Jpm Global Balanced C (acc) - Usd (hedged). Learn about the key management, total assets, investment strategy and contact information of 0P000115RQ among other information.
Category

USD Moderate Allocation

Total Assets

3.47B

Expenses

0.90%

Inception Date

Nov 27, 2013

Investment Strategy

To provide long-term capital growth and income by investing primarily in companies and debt securities issued or guaranteed by governments or their agencies, globally, using derivatives where appropriate. Multi-asset approach, combining asset allocation with bottom-up expertise leveraged from specialists from JPMorgan Asset Management’s global investment platform. Actively managed implementation of equity and bond strategies, with a balanced risk profile.

Contact Information

Address European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
Phone +352 34 101

Top Executives

Name Title Since Until
Katy Thorneycroft - 2018 Now
Biography Katy Thorneycroft, managing director, is a portfolio manager in the Multi-Asset Solutions team, focusing on multi-strategy investing, including benchmark oriented, flexible and total return strategies, as well as funds of investment trusts. An employee since 1999, Katy was previously a portfolio manager in the convertible bonds team and a member of the Multi-Asset Solutions team in New York. Prior to this, Katy was a portfolio manager in the European Equity group in London focusing on small and mid-cap strategies. Katy obtained a M.Chem. from the University of Oxford and is a CFA charterholder.
Jonathan M. Cummings Vice President 2018 Now
Biography Jonathan Cummings, executive director, is a portfolio manager in the Multi-Asset Solutions team, based in London. An employee since 2005, he focuses on multi-strategy portfolios including total return and less benchmark constrained accounts. Prior to this role, he was an analyst with the portfolio construction and investment strategy team within J.P. Morgan Private Bank in London. Joe obtained a M.Sc. in Economics and Finance from the University of Bristol. He is a CFA charterholder.
Gareth Witcomb - 2010 Now
Biography Gareth Witcomb, executive director, is a portfolio manager in the Multi-Asset Solutions team, based in London. Gareth manages global balanced portfolios and works on our total return range of portfolios, where he specialises in providing fixed income insight. An employee since 1998, Gareth previously supervised the Cash Management Team, before joining the Multi-Asset Solutions team in 2005. Gareth obtained a B.A. in History and Politics from University College Wales.
Talib Sheikh Head 2010 2018
Biography Talib Sheikh joined Jupiter in June 2018 and is Head of Strategy, Multi-Asset. He manages the Jupiter Flexible Income fund (SICAV) and the Jupiter Flexible Macro fund (SICAV). Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team since its inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts. Talib has an MSc in International Agricultural Marketing from Newcastle University and is a CFA® charterholder.
Management Team - 2004 2010
Biography Team Managed
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