JPM Multi-Asset Income Fund C - Net Income

DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
Inception Date25/04/2012
Fund Advisor(s)
JP Morgan Asset Management (UK) Ltd
Fund ManagerMichael Schoenhaut
Manager Start Date30/06/2009
Career Start Year1997
Cornell University, B.S.
Michael Schoenhaut, managing director, is a portfolio manager on J.P. Morgan Asset Management& Multi-Asset Solutions team, based in New York. Michael is primarily responsible for portfolio construction, manager selection and the interpretation and implementation of the team&asset allocation views in their multi-asset portfolios. He manages a global suite of multi-asset income funds, the SmartRetirement target date funds, and traditional balanced strategies. In fact, the SmartRetirement team was awarded the 2014 Morningstar U.S. Allocation Fund Manager of the Year for their efforts. An employee since 1997, Michael has held other positions within Multi-Asset Solutions, including portfolio manager for balanced strategies and head of quantitative portfolio management. Michael earned a Bachelors of Science in Operations Research and Industrial Engineering from Cornell University and is a CFA charterholder.
Fund ManagerMatthew Pallai
Manager Start Date13/02/2019
Matthew Pallai, executive director, is a member of the Multi-Asset Solutions (MAS) group. Based in New York, he is the portfolio manager with responsibility across balanced and outcome oriented advisory model portfolio solutions. Prior to joining the MAS team, Matthew was a portfolio manager in the Global Fixed Income Currency & Commodities group (GFICC) working on unconstrained multi-sector fixed income strategies. In GFICC, Matthew focused on portfolio construction, sector allocation, and macroeconomic strategy, in addition to having lead responsibility for securitized investments within unconstrained products. Previously, he has held positions on both the Agency and Non-Agency Mortgage Teams within GFICC, where he was responsible for analyzing and trading residential mortgage-backed securities. An employee of since 2003, Matthew began his tenure at the firm as an analyst on the Mortgage Team (GFICC), where he developed and maintained quantitative relative value tools and assisted senior investors with security selection. Matthew holds a B.A. in mathematics from Boston College and an M.A. in economics from New York University.
Fund ManagerEric Bernbaum
Manager Start Date13/02/2018
Mr. Bernbaum, Vice President and CFA charterholder, has been an employee of JPMIM and GIM Solutions — GMAG since 2008.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(

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