PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

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 used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

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
You are here: Manager factsheet

Michael Barakos
JPMorgan Asset Mgmt (Europe) S
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Michael Barakos, managing director, is co-Chief Investment Officer for the J.P. Morgan Asset Management International Equity Group – Behavioural Finance Team. Michael has been a portfolio manager since 2002 and Head of the Style portfolios sub-team responsible for managing value, growth, income, active extension and absolute return portfolios since 2005. Michael was Chief Investment Officer and Head of the European Equity Group – Behavioural Finance Team between 2009 and 2016. An employee since 1999, Michael obtained a BSc (Hons) in Economics from the London School of Economics and Political Science and is a CFA charterholder.?
Total return for Michael Barakos
Manager career performance
Discrete calendar year performance : Michael Barakos

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
Michael Barakos 15.4 4.6 8.3 34.1 -16.5 1.0 4.7 21.4 -1.1 4.7
Peer Group Composite 9.7 4.8 4.1 32.8 -9.3 1.2 3.6 19.5 -2.1 6.5
Over / Under 5.7 -0.2 4.2 1.3 -7.2 -0.2 1.1 1.9 1.0 -1.8
Performance vs peer group composite: Michael Barakos
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
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Europe Strategic Value Co-managed IA Europe Including UK since Jan 01 2004 to present
JPM Europe Strategic Dividend Co-managed FO Equity - Europe inc UK since Feb 24 2005 to present
JPM Europe Equity Plus Co-managed IA Europe Including UK since Jun 25 2007 to present
JPM Europe Strategic Growth Co-managed IA Europe Including UK since May 01 2010 to present
Funds managed previously
Fund Periods
JPMorgan European IT Plc Income Shs since Aug 02 2006 to fund close
JPM Europe Equity since Apr 01 2004 to Nov 30 2015
JPM Euroland Equity since Feb 01 2002 to Jun 30 2012
JPM JPM UK Equity Value since Feb 01 2004 to Jul 01 2012
JPM Europe Equity Absolute Alpha since Dec 19 2013 to Nov 30 2021
JPM UK Equity since Jan 01 2005 to Jul 01 2012
Aviva Inv UK Growth & Value since Mar 06 2006 to fund close
JPM UK Equity Core since May 01 2008 to Jul 01 2012
JPM UK Equity Growth since Dec 18 2008 to Jul 01 2012
JPM Global Equity Plus since Apr 26 2018 to fund close
JPM UK Equity since May 01 2010 to Jun 30 2012
JPM Europe Dividend Alpha since Apr 30 2013 to Jan 31 2015
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The global bond funds that keep delivering the most bang for your buck By Matteo Anelli  09-Apr-2024
Group The top-quartile emerging market funds that weren’t afraid to stray from their benchmarks By Jean-Baptiste Andrieux  03-Apr-2024
Sector The experts’ perfect fund pairings for investing in Europe By Jean-Baptiste Andrieux  15-Mar-2024
Group Three reasons why European equities will snap at America’s heels By Emma Wallis  14-Mar-2024
Group The emerging market funds that have ticked (just about) all the boxes since 2021 By Gary Jackson  13-Mar-2024
Group The most consistent emerging market fund of the decade By Matteo Anelli  07-Mar-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo 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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

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

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc