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JPM Global Bond Opportunities A Acc EUR Hgd

Ranked 197 out of 332 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.


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


Global over : 30/09/2017 - 30/09/2018
  • Rank 197/332 Total Return
  • Rank 164/332 Standard Deviation
  • Rank 206/332 Max Drawdown
Fund Name Currency Risk
163 LFPartners Inv Funds-ASG Dynamic Income A2 EUR EUR


164 JPM Global Bond Opportunities A Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged



165 UBAM Absolute Return Fixed Income RC EUR EUR


166 Legg Mason WA Global Credit A Acc Hdg EUR

Currency exposure is hedged

Currency exposure is hedged



166 Eurofundlux Multi Income F4 B EUR


Fund Name Currency Loss
204 Schroder ISF Global Bond EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged



204 BNP Paribas L1 Bond World Plus Classic Cap EUR


206 Saga Select-Tactical Bond A EUR EUR


206 JPM Global Bond Opportunities A Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged



208 CapitalAtWorkFoyer-Defensive C EUR


208 myNEXT Bond E EUR Cap EUR


Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -2.2% 0.7%
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 size369Mn
  • Base currencyUSD
  • ISIN LU0890597635
  • Currency exposure is hedged

Purchase Info

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


  • 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).