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 JPMAM's Multi-Asset Solutions team, based in New York. Michael is responsible for a global suite of multi-asset income strategies and is lead portfolio manager across the funds. He focuses on asset allocation, portfolio construction, manager selection and risk management. He was previously a member of the SmartRetirement port-folio management team which 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 GTAA and balanced strategies and head of quantita-tive portfolio management. Michael earned a Bachelor of Science in Operations Research and In-dustrial Engineering from Cornell University and is a CFA charterholder.
Fund ManagerEric Bernbaum
Manager Start Date13/02/2018
Eric Bernbaum, executive director, is a portfolio manager for J.P. Morgan Asset Management's Multi-Asset Solutions team based in New York. An employee since 2008, Eric is responsible for manager selection and portfolio construction. He focuses on portfolio management and the interpretation and implementation of tactical asset allocation strategy across multi-asset class portfolios, with a specific focus on income strategies. Eric holds a B.S. in Applied Economics and Management with a concen-tration in Business and Finance from Cornell University and is a CFA charterholder.
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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