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JPM Global Bond Opportunities A Acc USD

Ranked 19 out of 74 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-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 Singapore View performance globally

Performance

Global over : 31/07/2017 - 31/07/2018
  • Rank 19/74 Total Return
  • Rank 27/74 Standard Deviation
  • Rank 34/74 Max Drawdown
Fund Name Currency Return
17 Pinebridge Global Funds - Global Bond Y USD

0.9%

18 AB SICAV I-Global Plus Fixed Income Pf I2 USD USD

0.8%

19 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

0.8%

20 Schroder ISF Global Bond USD Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

USD

0.8%

21 RBC Funds (Lux) Global Bond O USD Cap USD

0.8%

Fund Name Currency Risk
25 Capital Group Global Bond (LUX) Ch USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.8

26 JB Fixed Income Investment Grade Corp (EUR) USD Bh

Currency exposure is hedged

Currency exposure is hedged

USD

1.9

27 Barclays GlobalBeta Portfolio 1 AA USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.0

27 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.0

29 JB Fixed Income Investment Grade Corp (USD) USD B USD

2.1

Fund Name Currency Loss
32 Legg Mason Brandywine Gl Inc Opt A Dist M + e USD

Currency exposure is hedged

Currency exposure is hedged

USD

-2.1%

33 T Rowe Global Aggregate Bond Z USD USD

-2.4%

34 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

-2.5%

35 Legg Mason WA Global Credit A Dis D USD USD

-2.7%

36 Wellington Global Aggregate Bond S USD USD

-2.7%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% -1.6%
2017 5.9% 2.3% 1.2% 1.5% 0.8%
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. Curacao
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Greece
  12. Hungary
  13. Iceland
  14. Ireland
  15. Italy
  16. Jersey
  17. Korea
  18. Liechtenstein
  19. Luxembourg
  20. Netherlands
  21. Norway
  22. Poland
  23. Singapore
  24. Slovakia
  25. Spain
  26. Sweden
  27. Switzerland
  28. United Kingdom

Fund Info

  • Launch date22/02/2013
  • Share Class size237Mn
  • Base currencyUSD
  • ISIN LU0867954264
  • Currency exposure is hedged

Purchase Info

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

Charges

  • 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).