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JPM Global Short Duration Bond A Acc EUR Hdg

Ranked 18 out of 20 in - Global Short Term over 12 months
All calculations are in EUR unless stated

Managed by

Linda Raggi

Linda Raggi, CFA is vice president and member of the Global Fixed Income, Currency & Commodities group at JP Morgan based in London. She joined the firm in 2008 and is a portfolio manager focusing on global aggregate, multi-sector bond strategies for both segregated clients and pooled funds. Linda graduated from Bocconi University with a BSc in International Economics and the Cass Business School in London with an MSc in Banking and International Finance.

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

To achieve a return in excess of global short duration bond markets by investing primarily in investment grade global short-term fixed and floating rate debt securities, using derivatives where appropriate. At least 67% of the Sub-Fund’s assets (excluding cash and cash equivalents) will be invested, either directly or through the use of financial derivative instruments, in investment grade short-term debt securities. Issuers of these securities may be located in any country, including emerging markets.

Showing fund performance in Luxembourg View performance globally

Performance

Global Short Term over : 30/09/2017 - 30/09/2018
  • Rank 18/20 Total Return
  • Rank 9/20 Standard Deviation
  • Rank 13/20 Max Drawdown
Fund Name Currency Return
16 Amundi Funds II Optimal Yield Short-Term A ND EUR EUR

-1.6%

17 Robeco Global CreditsShort Maturity IH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

18 JPM Global Short Duration Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.7%

19 Lemanik SCV Adwise Bond R EUR EUR

-2.7%

20 BPER International SICAV - Currency Diversifier P EUR

-2.9%

Fund Name Currency Risk
7 Swiss Life Fds (LUX) Bond Glob Corp Short Term I D EUR

0.5

8 DWS Invest Global Short Duration FDH

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5

9 JPM Global Short Duration Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5

10 AXA WF Global Short Duration Bonds G C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6

11 Robeco Global CreditsShort Maturity IH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.7

Fund Name Currency Loss
11 Swiss Life Fds (LUX) Bond Glob Corp Short Term I D EUR

-1.5%

12 AZ Fund 1 Short Term Glbl High Yield A AZ F H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.8%

13 JPM Global Short Duration Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

14 Robeco Global CreditsShort Maturity IH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

15 AB FCP II-Columbus Glo Cp Low Volatility Pf EUR S1 EUR

-2.1%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% -0.4% -0.3%
2017 -0.8% -0.1% -0.1% -0.1% -0.4%
2016 -0.3% 0.4% 0.0% -0.1% -0.5%
2015 -0.3% 0.4% -0.5% 0.0% -0.1%
2014 0.7% 0.4% 0.1% 0.3% -0.1%
2013 0.5% 0.1% -0.4% 0.4% 0.4%
2012 2.9% 1.1% 0.4% 0.9% 0.4%
2011 1.7% 0.0% 1.0% 0.0% 0.7%
2010 1.8% 1.3% -0.4% 1.1% -0.1%
2009 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date21/07/2009
  • Share Class size23Mn
  • Base currencyUSD
  • ISIN LU0430494962
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.60%
  • Initial investment3.00%

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