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JPM Global Bond Opportunities A Acc USD

Ranked 11 out of 76 in - Global over 12 months
All calculations are in USD 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-Fund's assets (excluding cash and cash equivalents) will be invested, either directly or through the use of financial derivative instruments, in any of the following investments: debt securities issued by governments and their agencies, state and provincial governmental entities and supranational organisations, corporate debt securities, asset-backed securities, mortgage-backed securities and covered bonds, and currencies. Issuers of these securities may be located in any country, including emerging markets.

Showing fund performance in Singapore View performance globally

Performance

Global over : 31/10/2016 - 31/10/2017
  • Rank 11/76 Total Return
  • Rank 18/76 Standard Deviation
  • Rank 20/76 Max Drawdown
Fund Name Currency Return
9 Crossfund Sicav-Crossinvest Global Bond-B USD

7.1%

10 Legg Mason WA Short Duration HI Bd A Dis D USD USD

6.6%

11 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

5.2%

12 Barclays GlobalBeta Portfolio 1 AA USD

Currency exposure is hedged

Currency exposure is hedged

USD

5.1%

13 PIMCO GIS Global Advantage Inst USD Acc USD

5.0%

Fund Name Currency Risk
16 Legg Mason WA Short Duration HI Bd A Dis D USD USD

2.1

17 AXA WF Global Aggregate Bonds A C USD H

Currency exposure is hedged

Currency exposure is hedged

USD

2.1

18 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.3

19 JPM Income Fund A Acc USD USD

2.3

20 PIMCO GIS Global Bond Ex-US Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

2.3

Fund Name Currency Loss
19 Invesco Global Bond A Semi Ann Dist USD

Currency exposure is hedged

Currency exposure is hedged

USD

-1.3%

20 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

-1.3%

21 AXA WF Global Aggregate Bonds A C USD H

Currency exposure is hedged

Currency exposure is hedged

USD

-1.4%

22 JPM Income Fund A Acc USD USD

-1.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.3% 1.2% 1.5%
2016 6.9% 1.9% 2.6% 2.7% -0.4%
2015 -0.6% 2.3% -1.3% -1.9% 0.4%
2014 4.6% 1.9% 2.4% -0.7% 1.0%
2013 -1.8% 1.9% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Hungary
  12. Iceland
  13. Ireland
  14. Italy
  15. Jersey
  16. Korea
  17. Liechtenstein
  18. Luxembourg
  19. Netherlands
  20. Norway
  21. Poland
  22. Singapore
  23. Slovakia
  24. Spain
  25. Sweden
  26. Switzerland
  27. United Kingdom

Fund Info

  • Launch date22/02/2013
  • Share Class size179Mn
  • Base currencyUSD
  • ISIN LU0867954264
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment3

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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).