JPM Multi-Asset Income B Net Acc
This fund can be held in a Dealing accountISALifetime ISAJISASIPP
Before investing please read:
Management
Name of company | JPMorgan Funds Limited |
Phone | - |
Website | www.jpmorgan.co.uk/investor |
Address | 60 Victoria Embankment - London EC4Y 0JP United Kingdom |
Fund
Domicile | GBR |
Legal structure | OEIC |
UCITS | Yes |
Inception date | 28/01/2013 |
Managers
Fund manager | Michael Schoenhaut |
Manager start date | 30/06/2009 |
Biography | 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 manager | Eric Bernbaum |
Manager start date | 13/02/2018 |
Biography | Eric J. Bernbaum, Executive Director, CFA, is a portfolio manager within JPMorgan’s Multi-Asset Solutions Group and has responsibility for portfolio construction and the implementation of tactical asset allocations across JPMorgan’s Multi-Asset Solutions Group. Mr. Bernbaum joined JPMorgan in 2008. Eric holds a B.S. in Applied Economics and Management with a concentration in Business and Finance from Cornell University. |
Fund manager | Gerhardt (Gary) Herbert |
Manager start date | 01/03/2021 |
Biography | Mr. Herbert has been an employee of JPMIM and the Head of GTAA and Diversified Strategies in the U.S for MAS since 2020Gary is a portfolio manager and head of global credit. Gary joined Brandywine Global in March 2010, bringing with him over 20 years of high yield experience. Previously, Gary was a Managing Director, Portfolio Manager with Guggenheim Partners, LLC (2009-2010); a Managing Director, Portfolio Manager with Dreman Value Management, LLC (2007-2009); and an Executive Director, Portfolio Manager (1999-2007) and Associate (1994-1998) with Morgan Stanley Investment Management. |
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