Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Michael Barakos

Michael Barakos

This manager also holds an Absolute Return Rating: View performance
Showing manager performance in Jersey View performance globally

About Michael Barakos

Michael Barakos joined JP Morgan Asset Management as an investment analyst in 1999, having earned a bachelor’s degree in economics from the London School of Economics. He was appointed European investment manager in 2000 and currently co-manages a variety of funds, applying a bottom-up investment style to the UK-domiciled JPM UK Equity and JPM UK Strategic Value funds and the Luxembourg-domiciled JPM Europe Strategic Value and JPM Europe Strategic Growth funds. Born in 1977, Barakos gained early experience of the financial world by working as a risk management accountant for the European Bank for Reconstruction and Development’s treasury department from 1995 to 1996. He followed this with internships at Sigma Securities in Athens and at Deutsche Asset Management before joining JP Morgan. Away from the office he is a keen tennis player and follows the fortunes of Liverpool football Club.

Are you Michael Barakos?

Citywire Rating: AA rated

2012

  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ARated A in Aug 2013
  • SRated A in Sep 2013
  • ONot rated in Oct 2013
  • NRated Plus in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated Plus in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated A in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MRated Plus in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated AA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JRated A in Jul 2016
  • ARated A in Aug 2016
  • SRated A in Sep 2016
  • ORated AA in Oct 2016
  • NRated A in Nov 2016
  • DRated AA in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated Plus in Apr 2017
  • MRated AA in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017

Performance

over : 30/09/2014 - 30/09/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.2% 4.7% 3.4%
2016 18.0% -1.4% 2.7% 10.9% 5.1%
2015 8.8% 9.5% -4.1% -3.4% 7.3%
2014 1.6% 4.4% -1.0% -2.4% 0.8%
2013 31.1% 12.8% 1.3% 6.0% 8.2%
2012 6.9%

Related News

European equity manager set to leave JPM AM

Former professional rugby player-turned-investor to end 14-year stint with asset manager to return to native Australia.

Barakos vs Surplice: inside the star managers’ strategies

Citywire Selector runs the rule over the AA-rated pair to see how what has powered their European equity outperformance.

JPM loosens limits on €4.4bn fund as assets slip

Asset manager reduces restrictions on daily investments in wake of investors moving out of European equity sector, Citywire Selector has learned.

Mining making positive steps, says €1.3bn JPM equity star

Citywire AA-rated Ian Butler believes the beaten-up market may not be a contrarian call for much longer as he eyes value opportunities.

Pharma lacks healthy range of divi plays, says €3.7bn equity star

VIDEO: JPM AM's Thomas Buckingham can no longer find attractive dividend yields in the sector despite increased investor attention.

JPM star Barakos taps tobacco plays for €4.2bn fund

Citywire AA-rated manager mines unloved consumer staples sector to buy into value opportunities among large-caps.

Defensive stocks are back on top, says €4bn equity income star

Citywire AA-rated Thomas Buckingham believes the utilities and telecoms sectors are proving popular hunting grounds.

JPM’s Horne: best bank bets to tap Renzi’s assets sell-off

The Citywire AA-rated European equity specialist is picking his strongest plays to ride out a recovery but also limiting China exposure.

Weak euro is strongest tailwind for 20 years, says JPM equity star

Citywire AAA-rated Thomas Buckingham regional returns could improve by as much as 10% over the next five years.

JPM AM hard-closes trio’s European equity fund

Asset management firm opts to stop all new money entering strategy shortly after attempting to stem inflows, Citywire Global has learned.

...more...
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.