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JPMorgan Global Allocation Fund - A (GAOAX)

JPMorgan Global Allocation Fund - A (GAOAX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Jeff Geller
Jeffrey Geller| CFA – Managing Director Biography

Jeffrey Geller is a Chief Investment Officer of Multi-Asset Solutions. As head of the New York team, he has investment oversight responsibility for all accounts managed by the group. Jeff is also a portfolio manager for less constrained multi-asset class portfolios as well as portfolios with alternatives exposure. Before joining J.P. Morgan in 2006, Jeff was director of Hedge Fund Investments at Russell Investment Group where he served as chairman of Russell's hedge fund investment committee. Prior to that, Jeff was a senior partner at BEA Associates (Credit Suisse Asset Management). Jeff earned a B.A. in Government from Clark University and an M.B.A. in Finance from the University of Chicago Graduate School of Business and is a CFA charterholder.

Education
  • B.A., Government, Clark University
  • M.B.A., Finance, University of Chicago Graduate School of Business
Experience
  • Industry Experience, 37 Years
  • Firm Experience, 9 Years
  • Fund Experience, 4 Years
Other funds managed by Jeffrey Geller:
James Elliot
James Elliot| CFA – Managing Director Biography

James R. Elliot is the Chief Investment Officer of the international business of the Multi-Asset Solutions team based in London. James, who joined the firm in 1995, is responsible for investment oversight of all mandates managed by the Multi-Asset Solutions team in London and Hong Kong, in addition to contributing to the team's views on broad macroeconomic themes that are reflected across all portfolios managed globally by the Multi-Asset Solutions team. He is also responsible for managing total return portfolios. Prior to his current role, he was a CIO for the JPMAM Japanese Equity Portfolio Group based in Tokyo and, previously, was co-head of the JPMAM European Equity Group based in London. James left J.P. Morgan for a period of time and worked at RAB Capital plc, where he served as the Director of Europe Equities and manager of the RAB Europe Long/Short Fund. He obtained a B.A. in Modern History from the University of Oxford and is a CFA charterholder.

Education
  • Bachelors of Arts in Modern History from St. Anne’s College, Oxford
Experience
  • Industry Experience, 20 Years
  • Firm Experience, 20 Years
  • Fund Experience, 4 Years
Jonathan Cummings
Jonathan Cummings| CFA – Managing Director Biography

Jonathan Cummings is a portfolio manager in the Multi-Asset Solutions team based in London. An employee since 2005, Joe focuses on multi-strategy portfolios including total return and less benchmark constrained accounts. Prior to this role, he was an analyst with the portfolio construction and investment strategy team within J.P. Morgan's Private Bank in London. Joe obtained a M.Sc. in Economics and Finance from the University of Bristol and is a CFA charterholder.

Education
  • M.Sc., Economics and Finance, University of Bristol
Experience
  • Industry Experience, 10 Years
  • Firm Experience, 10 Years
  • Fund Experience, 2 Years
 
Grace Koo| Ph.D. – Executive Director Biography

Grace Koo is a portfolio manager and quantitative research analyst on the Multi-Asset Solutions team based in New York. Since joining the team in 2011, Grace has been focusing on the development of quantitative multi-asset portfolio strategies, dynamic asset allocation and long-term capital market assumptions. Prior to joining the team, Grace was a strategist in the Global Asset Allocation and Alternative Investments team for JPMorgan Investment Bank in London where she researched and developed trading ideas across different asset classes and contributed to publications, including The JPMorgan View, Flows & Liquidity, Global Markets Outlook and Strategy (GMOS) and Investment Strategies. Prior to joining the firm, Grace taught Finance at Northwestern University. She received a Bachelor of Commerce in Commerce and Economics and a M.A. in Economics from the University of British Columbia as well as a Ph.D. in Finance from Kellogg School of Management at Northwestern University.

Experience
  • Industry Experience, 8 Years
  • Firm Experience, 8 Years
  • Fund Experience, 1 Year
Eric Bernbaum
Eric Bernbaum| CFA - Vice President Biography

Eric Bernbaum is a portfolio manager for J.P. Morgan Asset Management's Multi-Asset Solutions team based in New York. An employee since 2008, Eric is responsible for manager selection and portfolio construction. He focuses on portfolio management and the interpretation and implementation of tactical asset allocation strategy across multi-asset class portfolios, with a specific focus on outcome-oriented strategies, including target date, income, and total return. Eric obtained a B.S. in Applied Economics and Management from Cornell University and is a CFA charterholder.

Experience
  • Industry Experience, 7 Years
  • Firm Experience, 7 Years
  • Fund Experience, 1 Year
Other funds managed by Eric Bernbaum:

The Fund's fixed income securities are subject to interest rate risk. If rates increase, the value of the Fund's investments generally declines.

The Fund may invest in securities that are below investment grade (i.e., "high yield" or "junk bonds") that are generally rated in the fifth or lower rating categories of Standard & Poor's and Moody's Investors Service. Although these securities tend to provide higher yields than higher-rated securities, there is a greater risk that the Fund's share price will decline.

International investing involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences in accounting and taxation policies outside the U.S. can raise or lower returns. Also, some overseas markets may not be as politically and economically stable as the United States and other nations. The risks associated with foreign securities are magnified in countries in "emerging markets." These countries may have relatively unstable governments and less-established market economies than developed countries. Emerging markets may face greater social, economic, regulatory and political uncertainties. These risks make emerging market securities more volatile and less liquid than securities issued in more developed countries.

The Fund may invest in derivatives that may be riskier than other types of investments because they may be more sensitive to changes in economic or market conditions and could result in losses that significantly exceed the Fund's original investment. Many derivatives create leverage that can cause the Fund to be more volatile than it would be if it had not used derivatives.

Total return assumes reinvestment of income.