JPM Multi Asset Income Fund

Select share classes

JPM Multi-Asset Income Fund C Monthly - Net Income

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.14

arrow-up£0.003 (+0.26%)

Fund Code

SPCMI

BGP6L12

GB00BGP6L127

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

To provide income by investing in a global portfolio of income generating securities, using derivatives where appropriate. It invested, either directly or through derivatives, in debt securities (including MBS/ABS), equities and Real Estate Investment Trusts (“REITS”) from issuers located anywhere in the world, including emerging markets. The Fund may invest in investment grade, below-investment grade and unrated securities.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

JPMorgan Funds Limited

Fund launch date

01 May 2012

Domicile

United Kingdom

UCITS

Yes

Lead manager

Michael Schoenhaut

Lead manager start date

30 Jun 2009

Lead fund manager biography

Michael Schoenhaut, managing director, is a portfolio manager on JPMAM's Multi-Asset Solutions team, based in New York. Michael is responsible for a global suite of multi-asset income strategies and is lead portfolio manager across the funds. He focuses on asset allocation, portfolio construction, manager selection and risk management. He was previously a member of the SmartRetirement portfolio management team which was awarded the 2014 Morningstar U.S. Allocation Fund Manager of the Year for their efforts. An employee since 1997, Michael has held other positions within Multi-Asset Solutions, including portfolio manager for GTAA and balanced strategies and head of quantitative portfolio management. Michael earned a Bachelor of Science in Operations Research and Industrial Engineering from Cornell University and is a CFA charter holder.

Fund manager

Eric Bernbaum

Manager start date

13 Feb 2018

Fund manager biography

Eric J. Bernbaum, Executive Director, CFA, is a portfolio manager within JPMorgan’s Multi-Asset Solutions Group and has responsibility for portfolio construction and the implementation of tactical asset allocations across JPMorgan’s Multi-Asset Solutions Group. Mr. Bernbaum joined JPMorgan in 2008. Eric holds a B.S. in Applied Economics and Management with a concentration in Business and Finance from Cornell University.

Head office

60 Victoria Embankment

London

United Kingdom

EC4Y 0JP

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