JPMorgan Multi-Asset Trust
|JPM Global High Yield Bond X (mth) USD||14.90 %|
|Infrastructure Investment Fund Iif Open-End Fund||10.48 %|
|JPM Emerging Markets Debt X (inc) GBPH||4.58 %|
|Pfizer Inc||2.72 %|
|Coca-Cola Co||2.50 %|
|Merck & Co Inc||2.26 %|
|JPM Emerg Mkts Lcl Ccy Dbt X (dis) USD||2.08 %|
|Novartis AG||2.04 %|
|Verizon Communications Inc||2.02 %|
|Iberdrola SA||1.98 %|
|United States||46.23 %|
|Europe - ex Euro||12.95 %|
|United Kingdom||8.41 %|
|Financial Services||15.26 %|
|Consumer Defensive||15.24 %|
|Communication Services||9.45 %|
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.
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