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You are here: Manager factsheet

Sarah Emly

JP Morgan IT, 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, period by period, over- and under-performed roughly equally. Stockpicking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Sarah Emly is a portfolio manager within the J.P. Morgan Asset Management European Equity Group. She specialises in managing UK institutional portfolios. An employee since 1995, Sarah was previously an analyst in the UK and Pan-European team before joining the portfolio management team in 1999. She holds a B.Sc. (Hons) in International Management and Modern Languages (French) from the University of Bath, and the Securities Institute Diploma, and is a Fellow of the Securities Institute. Sarah is a CFA charter holder.
Total return for Sarah Emly
 
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 : Sarah Emly

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
Sarah Emly 15.6 20.4 1.0 7.4 52.4 -33.6 -14.3 11.3 28.5 16.4
Peer Group Composite 14.5 20.8 4.2 10.5 54.2 -36.1 -15.0 13.5 27.3 14.2
Over / Under 1.1 -0.4 -3.2 -3.1 -1.8 2.5 0.7 -2.2 1.2 2.2
Performance vs peer group composite: Sarah Emly
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JP Morgan Claverhouse IT plc Co-managed IT UK Equity Income since Jun 01 2006 to present
JPM UK Managed Equity Co-managed UT UK All Companies since Dec 14 2007 to present
JP Morgan Elect Managed Income Co-managed IT UK Equity Income since Dec 31 2008 to present
JP Morgan Income & Capital Trust plc Co-managed IT UK Equity Income since Dec 31 2008 to present
JP Morgan Income & Growth Co-managed IT UK Equity Income since Dec 31 2008 to present
JPM UK Equity & Bond Income Co-managed UT UK Equity & Bond Income since Jun 01 2009 to present
JPM The UK Equity For Charities Co-managed UT UK All Companies since Jul 01 2012 to present
Funds managed previously
Fund Periods
JPM The UK Equity For Charities since Mar 01 2000 to Feb 01 2009
JPM UK Higher Income since May 01 2009 to Oct 31 2010
 
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