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You are here: Manager factsheet

Alexander Fitzalan Howard

JP Morgan Asset Management, JP Morgan Asset Management UK
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a long track record, the manager has underperformed the peer group more often than not. Stockpicking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Alexander Fitzalan Howard, managing director, is a portfolio manager within the J.P. Morgan Asset Management European Equity Group managing both institutional and retail products. An employee since 1986, Alexander was previously an investment manager with the J.P. Morgan Asset Management North American Portfolios Group, most recently running the desk. Before this, Alexander was involved in the development of the Czechoslovakia Investment Corporation Inc., and responsible for the establishment of the first Czech domestic mutual funds managed by Investicni Banka and administered by Save & Prosper. Prior to this, he assisted in the fund management of the Save & Prosper financial sector unit trusts and was responsible for analytical coverage of the financial and media sectors. Alexander obtained a B.A. (Hons) in Modern History from Oxford University.
Total return for Alexander Fitzalan Howard
 
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alexander Fitzalan Howard

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Alexander Fitzalan Howard 7.3 29.0 17.5 -12.6 3.7 18.3 -24.6 23.3 15.3 -
Peer Group Composite 5.1 28.1 16.2 -11.2 7.9 22.8 -24.2 20.2 18.1 -
Over / Under 2.2 0.9 1.3 -1.4 -4.2 -4.5 -0.4 3.1 -2.8 -
Performance vs peer group composite: Alexander Fitzalan Howard
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Germany Equity Co-managed FO Equity - Europe Single Country since Jun 02 2000 to present
JP Morgan European IT Growth Co-managed IT Europe since Feb 01 2006 to present
JP Morgan European IT Income Co-managed IT Europe since Aug 02 2006 to present
JPM Europe Co-managed IMA Europe Excluding UK since Aug 01 2011 to present
JPM Europe Equity Co-managed FO Equity - Europe inc UK since Jul 01 2012 to present
Funds managed previously
Fund Periods
No previously managed funds