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JPM Global Balanced A Acc EUR

Managed by

Jonathan Cummings

Katy Thorneycroft

Katy Thorneycroft is a managing director and portfolio manager in the Multi-Asset Solutions team at J.P. Morgan Asset Management, 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

Gareth Witcomb is an executive director and portfolio manager in the Multi-Asset Solutions team at JP Morgan Asset Management based in London. He manages global balanced portfolios and total return portfolios where he specialises in providing fixed income insight. Gareth joined the firm in 1998, supervising the Cash Management team before joining the Multi-Asset Solutions team in 2005. He graduated from the University College Wales with a BA in History and Politics.

Objective

The Sub-Fund will hold between 30% and 70% of its assets (excluding cash and cash equivalents) in equity securities. In addition, the Sub-Fund will invest between 30% and 70% of its assets (excluding cash and cash equivalents) in debt securities. Issuers of these securities may be located in any country, including emerging markets. Composite Benchmark: 50% JP Morgan Government Bond Global TR EUR Hgd/45% MSCI World NR EUR Hgd/5% MSCI Emerging Markets NR

This fund is not currently tracked by Citywire in Hong Kong View performance globally

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Hungary
  12. Ireland
  13. Italy
  14. Jersey
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Poland
  19. Portugal
  20. Slovakia
  21. Spain
  22. Sweden
  23. Switzerland
  24. United Kingdom

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