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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| Managing Director Biography

Jeffrey Geller is the Chief Investment Officer of the U.S. Global Multi-Asset Group. As head of the New York team, he has investment oversight responsibility for all accounts managed by the group and is leading the initiative to develop a multi-asset class, absolute return vehicle. Before joining JPMorgan 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).

Education
  • B.A., Government, Clark University
  • M.B.A., Finance, University of Chicago Graduate School of Business
Experience
  • Industry Experience, 36 Years
  • Firm Experience, 8 Years
  • Fund Experience, 3 Years
Other funds managed by Jeffrey Geller:
James Elliot
James Elliot| Managing Director Biography

James R. Elliot is the Chief Investment Officer (CIO) of the International Global Multi-Asset Group (GMAG), based in London. James is a member of the Global Strategy team which establishes broad macroeconomic themes that are reflected across all portfolios managed globally by the team. Prior to assuming this position, James had responsibility for the management of GMAG’s total return portfolios managed out of London. He was a CIO for the JPMAM Japanese Equity Portfolio Group based in Tokyo and 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 is a CFA charterholder.

Education
  • Bachelors of Arts in Modern History from St. Anne’s College, Oxford
Experience
  • Industry Experience, 19 Years
  • Firm Experience, 19 Years
  • Fund Experience, 3 Years
Jonathan Cummings
Jonathan Cummings| Vice President Biography

Joe Cummings, CFA, is a member of the Global Multi-Asset Group. An employee since 2005, Joe is responsible for research and portfolio management on absolute 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.

Education
  • M.Sc., Economics and Finance, University of Bristol
Experience
  • Industry Experience, 9 Years
  • Firm Experience, 9 Years
  • Fund Experience, 1 Year
 
Grace Koo| Vice President Biography

Grace Koo, Ph.D., is a member of the Global Multi-Asset Group based in New York. Since joining GMAG in 2011, Grace has been focusing on the development of quantitative multi-asset portfolio strategies, dynamic asset allocation and GMAG’s 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, researching and developing trading ideas across different asset classes and contributing to publications such as The JPMorgan View, Flows & Liquidity, Global Markets Outlook and Strategy(GMOS) and Investment Strategies. She joined JPMorgan in 2007 after receiving her Ph.D. in Finance from Kellogg School of Management, Northwestern University. Before joining the firm, Ms. Koo taught Finance at Northwestern University. She received a Bachelor of Commerce in Commerce and Economics, and a Master of Arts in Economics from the University of British Columbia.

Experience
  • Industry Experience, 7 Years
  • Firm Experience, 7 Years
  • Fund Experience, less than 1 year

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.