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JPMorgan Multi Asset Income Inclusive - Class A - Accumulation (GBP)

Sell:99.60p Buy:99.60p Change: 0.15p (0.15%)
Prices as at 16 October 2019
Change: 0.15p (0.15%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 16 October 2019
Change: 0.15p (0.15%)
Prices as at 16 October 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

16/10/14 to 16/10/15 16/10/15 to 16/10/16 16/10/16 to 16/10/17 16/10/17 to 16/10/18 16/10/18 to 16/10/19
Annual return 4.55% 5.03% 7.60% -2.35% 6.74%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Matthew Pallai
Manager start date: 13 February 2019
Manager located in: New York

Matthew Pallai, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, he is a portfolio manager, focusing on multi-sector fixed income products, and has lead responsibility for securitized investments within those strategies. Previously, he has held positions on both the Agency and Non-Agency Mortgage Teams, where as a portfolio manager he was responsible for analyzing, selecting and trading residential mortgage-backed securities. An employee since 2003, Matthew began his tenure at the firm as an analyst on the Mortgage Team, 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.

Manager Name: Eric Bernbaum
Manager start date: 13 February 2018
Manager located in: TBC


manager photo
Manager Name: Michael Schoenhaut
Manager start date: 30 June 2006
Manager located in: New York

Michael Schoenhaut, vice president, is head of portfolio construction and implementation for the Global Multi-Asset Group (?GMAG?) in the US. He is a member of the Investment Committee of the US GMAG and focuses on portfolio construction, manager analysis and tactical asset allocation. An employee since 1997, Michael is also a portfolio manager for balanced strategies, responsible for quantitative research and implementation. Michael obtained a BS in Operations Research and Industrial Engineering from Cornell University and is a CFA charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account