Robert Lloyd
AA
10 Years of experience
Focus on high-quality firms at attractive prices
Current firm: JP Morgan AM
Professional background
Joined JP Morgan in 2005. Investment Analyst. UBS. Collateral Analyst, Deutsche Bank.
Educational background
B.A. in Literature and Linguistics. University of Montana, U.S.
Performance
5.18%
Manager Annualised Return Since Inception
2.42%
Benchmark Annualised Return since Inception
Manager Performance
Manager
Benchmark
Dif.
Inception*
5.18%
2.42%
2.76%
5Y
1.84%
-0.62%
2.47%
*Inception date: 6/1/2012
Data as at 30 September 2022.
Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.
JPMorgan Pacific Equity
Uses a fundamental, bottom-up stock selection process. Seeks to identify high quality companies with superior and sustainable growth potential.
BenchmarkMSCI Asia Pacific, Net
ClassClass C Acc
ISINLU0129471941
AUM1,712,172,404.35 €
Ongoing Charges0.96%