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You are here: Manager factsheet

Austin Forey

JP Morgan Asset Management UK, JP Morgan Asset Management
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FE Trustnet verdict
Overall, performing better than 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
Austin Forey is a portfolio manager responsible for Active Global Emerging Markets portfolios based in London. Austin Forey joined JPMorgan in 1988. Prior to this he worked in the UK market, where he was deputy head of UK research. Before this, Austin worked as research analyst covering engineering, and subsequently all financial sectors, including property; other responsibilities included co-management of a mid-cap investment trust, and two specialist unit trusts. Austin obtained a B.A. in modern languages from Cambridge University, and earned a Ph.D. in modern languages from Cambridge University.
Total return for Austin Forey
 
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 : Austin Forey

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
Austin Forey 2.0 1.0 11.7 -16.0 25.5 33.9 -24.1 41.5 15.6 67.2
Peer Group Composite 4.6 6.7 7.4 -13.9 23.4 20.8 -13.8 42.2 14.0 46.8
Over / Under -2.6 -5.7 4.3 -2.1 2.1 13.1 -10.3 -0.7 1.6 20.4
Performance vs peer group composite: Austin Forey
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
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JP Morgan Emerging Markets IT plc Lead manager IT Global Emerging Markets Equities since Jan 01 1994 to present
JPM Emerging Markets Equity Co-managed FO Equity - Emerging Markets since Apr 13 1994 to present
JPM Emerging Markets Co-managed UT Global Emerging Markets since Jul 01 1997 to present
Funds managed previously
Fund Periods
No previously managed funds