JPM Global Balanced C (dist) - USD (hedged)

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Management
DomicileLuxembourg
Legal StructureSICAV
UCITSYes
Inception Date29/09/2015
Fund Advisor(s)
JP Morgan Asset Management (UK) Ltd
Fund ManagerKaty Thorneycroft
Manager Start Date13/02/2018
 
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.
Fund ManagerGareth Witcomb
Manager Start Date04/01/2010
 
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.
Fund ManagerJonathan Cummings
Manager Start Date13/02/2018
Education
University of Bristol, M.S.
 
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.
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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(https://www.morningstar.com/research/signature)
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