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JPM Global Bond Opportunities A Acc USD

Ranked 23 out of 77 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 : 31/08/2016 - 31/08/2017
  • Rank 23/77 Total Return
  • Rank 21/77 Standard Deviation
  • Rank 25/77 Max Drawdown
Fund Name Currency Return
21 Nikko AM World Bank Green A USD USD

3.8%

22 Invesco Global Bond A Semi Ann Dist USD

Currency exposure is hedged

Currency exposure is hedged

USD

3.8%

23 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

3.8%

24 BNY Mellon Targeted Return Bd Fd USD A Acc USD

3.6%

25 Legg Mason Brandywine Gl Inc Opt A Dist M + e USD USD

3.6%

Fund Name Currency Risk
19 Barclays GA - Global Government Bond M Inc USD USD

2.4

20 PIMCO GIS Global Bond Ex-US Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

2.5

21 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.5

22 Barclays GlobalBeta Portfolio 1 AA USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.5

23 PIMCO GIS Global Bond Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

2.6

Fund Name Currency Loss
23 NEW CAPITAL FUND LUX-Global Dynamic USD (hedged) A

Currency exposure is hedged

Currency exposure is hedged

USD

-1.7%

23 Oasis Crescent Global Income A USD Acc USD

-1.7%

25 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

-1.8%

26 Templeton Global Bond A (Mdis) USD USD

-1.9%

27 PIMCO GIS Global Bond Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

-2.1%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.3% 1.2%
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. Denmark
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hungary
  11. Iceland
  12. Ireland
  13. Italy
  14. Jersey
  15. Liechtenstein
  16. Luxembourg
  17. Netherlands
  18. Norway
  19. Poland
  20. Singapore
  21. Spain
  22. Sweden
  23. Switzerland
  24. United Kingdom

Fund Info

  • Launch date22/02/2013
  • Share Class size175Mn
  • 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).