JPMorgan Multi-Asset Trust
|JPM Income X (mth) USD||5.66 %|
|JPM Global High Yield Bond X (mth) USD||5.49 %|
|JPM Global Corp Bd X (inc) GBP H||5.07 %|
|JPM Emerging Markets Debt X (inc) GBPH||3.79 %|
|Coca-Cola Co||3.06 %|
|Verizon Communications Inc||3.03 %|
|Iberdrola SA||2.57 %|
|Novartis AG||2.38 %|
|Rio Tinto PLC||2.05 %|
|Merck & Co Inc||2.04 %|
|United States||47.38 %|
|Europe - ex Euro||12.98 %|
|United Kingdom||8.45 %|
|Asia - Developed||6.58 %|
|Financial Services||15.18 %|
|Consumer Defensive||12.94 %|
|Communication Services||10.33 %|
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.
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.
Data provided by Morningstar.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.