To continue using this website, please tell us a
little about yourself:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
 
Poll

Has the looming US presidential election prompted you to change positioning?

Yes, I've made significant changes
Yes, but only minor changes
No, positioning is the same

Vote

 
You are here: Manager factsheet

Austin Forey

JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
pdfIcon Manager factsheet pdf    rss feed RSS Feed
FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Austin Forey, managing director, is a portfolio manager responsible for Global Emerging Markets portfolios based in London. An employee since 1988, Austin has fulfilled his role as Global Emerging Markets portfolio manager since 1994. 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 34.3 -11.7 9.1 1.5 -1.3 2.1 25.1 -0.3 3.8 31.6
Peer Group Composite 26.9 -16.9 10.5 6.3 -3.9 1.8 24.2 2.0 4.0 31.2
Over / Under 7.4 5.2 -1.4 -4.8 2.6 0.3 0.9 -2.3 -0.2 0.4
Performance vs peer group composite: Austin Forey
How a manager matches up against their peers gives you some idea of how talented they are. 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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 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 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
JPM Emerging Markets Small Cap Co-managed FO Equity - Emerging Markets since Dec 01 2015 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Manager The emerging market funds for cautious long term investors By Jonathan Jones  16-Sep-2016
Fund The funds topping 2016’s best performing sector By Gary Jackson  15-Aug-2016
Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close