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-1.650
-0.64%
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Jpm Global Balanced C (acc) - Usd (hedged) (0P000115RQ)
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20/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 3.12B
Type:
Fund
Market:
Luxembourg
Issuer:
JPMorgan Asset Management (Europe) S.à r.l.
ISIN:
LU0957039927
Asset Class:
Equity
JPMorgan Investment Funds - Global Balanced Fund C
256.940
-1.650
-0.64%
- Overview
- Profile
- Historical Data
- Holdings
0P000115RQ 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.
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
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 | Lead Portfolio Manager | 2010 | 2018 |
| Biography | Talib Sheikh joined Fidelity in October 2023 and took on the Lead Portfolio Manager responsibilities for Fidelity’s Multi Asset Income strategies from January 2024. He works closely with Co-Portfolio Managers George Efstathopoulos and Becky Qin, using the well-established team-based approach. Talib’s career in the finance industry spans almost three decades with extensive experience in asset allocation and portfolio construction in multi asset income investing. Talib’s career includes a twenty-year tenure at JP Morgan Asset Management where he was a portfolio manager for core strategies including the company’s flagship multi asset income strategy. More recently Talib was the Head of Multi Asset Strategies at Jupiter Asset Management where he also managed multi asset income strategies. He received his Master of Science in International Agricultural Marketing from University of Newcastle Upon Tyne. He is a CFA Charterholder. | ||
| Management Team | - | 2004 | 2010 |
| Biography | Team Managed | ||
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