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JPM Global Bond Opportunities A Acc EUR Hgd

Ranked 194 out of 325 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Nick Gartside

Nick Gartside, managing director, is the international chief investment officer of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management where he is also co-manager for multi-sector fixed income products and serves on the Currency Investment Policy Committee. Prior to joining the firm in 2010, Nick was at Schroder Investment Management, initially as a Euro government bond portfolio manager and later as head of global fixed income. He graduated from Durham University with a BA in History and Politics and Cambridge University with an MPhil in International Relations. Nick is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.

Bob Michele

Bob Michele is the Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management. He graduated from the University of Pennsylvania in 1981 with a degree in classical languages and embarked on his professional career as a portfolio analyst with Bankers Trust. In 1985 he began an eight-year stint with Brown Brothers Harriman, the oldest partnership bank in America, as a deputy fund manager. Michele took on the role of head of US fixed income when he joined Credit Suisse First Boston Investment Management in 1993 and became managing director of BlackRock two years later. He then joined Schroders, where he headed up the fixed income team before moving to JP Morgan in 2008. Michele is a CFA Charterholder and away from the office, he enjoys golf and reading.

Iain Stealey

Born in 1979 in Taplow, on the banks of the River Thames, Iain studied Management Sciences at Loughborough University. He joined JP Morgan in 2002, where he currently co-manages a range of bond funds. Iain holds both IMC and CFA designations and, in his time away from fund management, he enjoys golf, rugby, football and skiing.

Objective

At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested, either directly or through the use of financial derivative instruments, in debt securities, including, but not limited to, debt securities issued by governments and their agencies, state and provincial governmental entities and supranational organisations, corporate debt securities, asset-backed securities and mortgage-backed securities (including covered bonds) and currencies. Issuers of these securities may be located in any country, including emerging markets.

Showing fund performance in Luxembourg View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018
  • Rank 194/325 Total Return
  • Rank 158/325 Standard Deviation
  • Rank 197/325 Max Drawdown
Fund Name Currency Return
192 LUX IM Invesco Financial Credit Bond C Cap EUR EUR

-2.1%

192 AZ Multi Asset CGM Valor Bd Strategies Fund A EUR EUR

-2.1%

194 JPM Global Bond Opportunities A Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.1%

195 Weisshorn Funds UCITS-Global Bonds A EUR Cap EUR

-2.1%

195 CRONOS Global Bond Fund I EUR

-2.1%

195 Russell Investments Global Bond EH-B Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.1%

Fund Name Currency Risk
156 Protea Fund - Fixed Income Key Solutions R EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

156 Expert Inv. II SICAV-SIF - Nympheas 1 EUR

2.1

158 UBAM Global Credit Opportunities RC EUR EUR

2.1

158 JPM Global Bond Opportunities A Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

158 Legg Mason WA Global Credit A Acc Hdg EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

Fund Name Currency Loss
195 LUX IM Blackrock Global Opportunities Bond C EUR EUR

-3.5%

195 BNP Paribas L1 Bond World Plus Classic Cap EUR

-3.5%

197 JPM Global Bond Opportunities A Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

198 myNEXT Bond E EUR Cap EUR

-3.5%

198 BlackRock GIS World Income Portfolio A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

198 CapitalAtWorkFoyer-Defensive C EUR

-3.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -2.2%
2017 3.9% 1.8% 0.8% 1.0% 0.2%
2016 5.7% 1.7% 2.3% 2.4% -0.9%
2015 -0.9% 2.3% -1.4% -2.0% 0.2%
2014 4.6% 1.9% 2.4% -0.8% 1.0%
2013 1.8% 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Italy
  11. Jersey
  12. Korea
  13. Liechtenstein
  14. Luxembourg
  15. Spain
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date16/04/2013
  • Share Class size399Mn
  • Base currencyUSD
  • ISIN LU0890597635
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment3.00%

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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).