JPMorgan Multi-Asset Growth & Income Ord (MATE.L)
LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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JPMorgan Multi-Asset Growth & Income Ord
60 Victoria Embankment
+44 20 77424000
Management Information
,Lead Manager since August 31, 2018
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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryN/A
Fund FamilyJP Morgan Asset Management (UK) Ltd
Net Assets74.36M
YTD Return4.69%
Yield5.70%
Morningstar RatingN/A1
Inception DateMar 2, 2018
Fund Operations
Last Dividend0.01
Last Cap GainN/A
Holdings Turnover66.72%
Average for CategoryN/A
Fees & Expenses
ExpenseMATE.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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