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JPM Flexible Credit A Acc EUR Hdg

Ranked 31 out of 84 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.

Usman Naeem

Alexander Sammarco

Objective

To achieve a total return by exploiting investment opportunities in credit markets globally using financial derivative instruments where appropriate.The Sub-Fund will invest the majority of its assets (excluding cash and cash equivalents) in corporate debt securities, globally.

Showing fund performance in Luxembourg View performance globally

Performance

Global Corporates over : 31/08/2017 - 31/08/2018
  • Rank 31/84 Total Return
  • Rank 41/84 Standard Deviation
  • Rank 19/84 Max Drawdown
Fund Name Currency Return
29 Pareto Global Corporate Bond A EUR C EUR

-1.0%

30 UniInstitutional CoCo Bonds EUR

-1.1%

31 JPM Flexible Credit A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

32 PIMCO GIS Capital Securities Inst EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

33 SOP Corporate Bonds Total Return FC EUR

-1.3%

Fund Name Currency Risk
39 UniInstitutional Basic Global Corporates IG EUR EUR

1.9

39 Threadneedle (Lux)-Global Corporate Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

41 JPM Flexible Credit A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

42 DWS Global Utility Bond Master Fund EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

42 JPM Global Corporate Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

Fund Name Currency Loss
17 Indaco SICAV-SIF - Indaco Atlantide A EUR

-2.6%

18 Indosuez Funds FII Euro Corporate Bonds I EUR

-2.9%

19 JPM Flexible Credit A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.9%

20 Baillie Gifford Worldwide Global Credit B EUR IncH

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

20 PIMCO GIS Global Invt Grade Credit Inst EUR H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7% -1.0%
2017 3.9% 1.3% 1.3% 1.1% 0.3%
2016 5.1% 1.0% 1.7% 2.3% -0.1%
2015 -1.7% 2.0% -2.2% -1.6% 0.1%
2014 5.6% 2.4% 2.5% -0.8% 1.4%
2013 2.3% 1.1% -3.0% 1.8% 2.5%
2012 11.1% 3.5% 1.4% 3.7% 2.0%
2011 8.2% 2.8% 1.3% -0.3% 4.2%
2010 0.4% 4.9% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date20/01/2010
  • Share Class size52Mn
  • Base currencyUSD
  • ISIN LU0469576366
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.80%
  • Initial investment3.00%

Related News

JPM tweaks and rebrands star manager’s global credit fund

Asset management firm announces change in investment approach for $184m fund overseen by Citywire AA-rated bond specialist.

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