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JPM Financials Bond A Acc EUR

Ranked 13 out of 83 in - Global Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Lisa Coleman

Lisa Coleman runs a number of funds at JP Morgan where she has worked since 2008. She began working at the Federal Reserve Bank of New York, before having spells at Merrill Lynch and Brown Brothers. She then moved to Allmerica Financial as a portfolio manager for six years, later joining Schroders as the head of Global Credit Strategies and head of European Fixed Income. Coleman is currently the head of the Global Investment Grade Corporate Credit Team. She received a BA in economics from Trinity College, Hartford, Connecticut, as well as a MA in international banking and finance from Columbia University.

Andreas Michalitsianos

Andreas Michalitsianos is an executive director and member of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management based in London. He is a portfolio manager with the European Investment Grade Corporate Credit team and is responsible for managing credit exposure across client portfolios. He joined the firm in 2002 and prior to this, he worked as a portfolio manager in the Long Duration Group in New York. Andreas graduated from the University of Warwick in England with a BSc (Hons) in Biochemistry and is a CFA charterholder.

Lorenzo Napolitano

Objective

To achieve a return in excess of global bond markets by investing primarily in global investment grade senior and subordinated debt securities issued by companies from the financial, banking and insurance sectors, using derivatives where appropriate. At least 67% of the Sub-Fund's total assets will be invested, either directly or through the use of financial derivative instruments, in global investment grade fixed and floating rate debt securities issued by Financial Companies. Issuers of these securities may be located in any country, including emerging markets.

Showing fund performance in Luxembourg View performance globally

Performance

Global Corporates over : 31/12/2016 - 31/12/2017
  • Rank 13/83 Total Return
  • Rank 59/83 Standard Deviation
  • Rank 34/83 Max Drawdown
Fund Name Currency Return
11 BNY Mellon Global High Yield Bond I EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7%

11 MFS Meridian Funds-Global Credit AH1 EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7%

13 JPM Financials Bond A Acc EUR EUR

5.6%

14 Alpha UCITS - Fair Oaks Dynamic Credit E EUR Cap EUR

5.5%

15 Baillie Gifford Worldwide Global Credit B EUR IncH

Currency exposure is hedged

Currency exposure is hedged

EUR

5.3%

Fund Name Currency Loss
33 UBI SICAV - Global Corporate Bond R EUR

-0.4%

34 JPM Financials Bond A Acc EUR EUR

-0.4%

35 FISCH Bond Global Corporates Fund BE EUR

-0.4%

35 Deutsche Invest I Multi Credit FCH

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 5.6% 1.7% 1.9% 0.9% 1.1%
2016 1.8% -0.4% 1.8% 2.3% -1.9%
2015 2.1% 2.6% -2.5% 0.3% 1.9%
2014 6.6% 2.3% 2.4% 0.0% 1.7%
2013 1.8% 0.5% -2.4% 1.5% 2.3%
2012 14.4% 5.3% 0.9% 4.7% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Curacao
  3. Denmark
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Ireland
  9. Italy
  10. Jersey
  11. Luxembourg
  12. Norway
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date28/11/2011
  • Share Class size06Mn
  • Base currencyUSD
  • ISIN LU0697242724

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment3

Related News

JPM launches US corporate bond fund for star trio

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).