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JPMorgan Global Bond (san) - USD

Ranked 56 out of 76 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Stephen Chang

Stephen Chang, managing director, is head of the Asian Fixed Income team within the Global Fixed Income (GFI) group. Based in Hong Kong, his team is responsible for managing bond portfolios in the region and is active in Asian credit instruments across investment grade and high yield to local currency bonds and convertibles. In addition, his responsibilities include setting macro and asset allocation strategy as part of the broader emerging market debt team. Prior to joining the JP Morgan in 2004, Stephen worked with the Royal Bank of Scotland in Hong Kong as senior interest rates and derivatives trader. Previously he was based in New York with Fischer Francis Trees & Watts, Inc. as a global fixed income portfolio analyst and was later appointed as a global fixed income portfolio manager. He holds a B.Sc. in computer science from Cornell University, an M.Sc. in management science from Stanford University and is a CFA charterholder.

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.

Arjun Vij

Objective

To achieve a return in excess of global bond markets by investing primarily in global investment grade debt securities. Global debt securities include but are not limited to bonds, money market instruments and other debt securities which are issued by the international issuers such as government, quasi-government organizations, agencies, financial institutions, corporations, organizations or entities.

Showing fund performance in Singapore View performance globally

Performance

Global over : 31/01/2017 - 31/01/2018
  • Rank 56/76 Total Return
  • Rank 19/76 Standard Deviation
  • Rank 21/76 Max Drawdown
Fund Name Currency Return
54 Capital Group Global Bond (LUX) Ch USD

Currency exposure is hedged

Currency exposure is hedged

USD

3.1%

55 BGF Global Government Bond A2 USD USD

3.1%

56 JPMorgan Global Bond (san) - USD USD

3.0%

57 PIMCO GIS Low Duration Gl Inv Gr Cr Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

2.7%

58 NEW CAPITAL FUND LUX-Global Credit Bond A USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.5%

Fund Name Currency Risk
17 AXA WF Global Aggregate Bonds A C USD H

Currency exposure is hedged

Currency exposure is hedged

USD

1.4

18 Schroder ISF Global Bond USD Hedged I Acc

Currency exposure is hedged

Currency exposure is hedged

USD

1.5

19 JPMorgan Global Bond (san) - USD USD

1.5

20 BGF Global Government Bond A2 USD USD

1.5

21 Legg Mason WA Global Credit A Dis D USD USD

1.6

Fund Name Currency Loss
20 PIMCO GIS Global Bond Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

-0.4%

21 JPMorgan Global Bond (san) - USD USD

-0.4%

22 BNY Mellon Targeted Return Bd Fd USD A Acc USD

-0.4%

23 BNY Mellon Global Opportunistic Bond A USD USD

-0.4%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 2.9% 0.4% 1.0% 0.6% 0.9%
2016 3.1% 3.3% 2.7% 0.2% -3.0%
2015 -2.8% -1.7% -2.0% 0.9% 0.0%
2014 0.8% 3.3% 2.4% -3.6% -1.2%
2013 -5.4% -2.7% -4.0% 2.5% -1.1%
2012 2.9% -0.2% 1.5% 3.3% -1.7%
2011 5.4% 0.6% 2.8% 1.9% 0.0%
2010 6.4% -0.4% 0.3% 8.4% -1.8%
2009 3.4% -5.6% 4.0% 7.1% -1.7%
2008 7.5% 9.0% -5.5% -4.1% 8.8%
2007 7.3% 1.0% -2.1% 5.9% 2.5%
2006 4.8% -0.7% 2.5% 1.3% 1.6%
2005 -7.7% -2.9% -1.6% -1.3% -2.2%
2004 8.6% 1.8% -3.7% 2.5% 8.1%
2003 14.4% 2.8% 4.4% 1.6% 4.9%
2002 17.5% -1.6% 10.7% 2.9% 4.9%
2001 2.2% -1.0% -1.3% 5.8% -1.1%
2000 3.7% -0.3% -0.2% -0.4% 4.6%
1999 -6.6% -2.8% -3.3% 1.3% -2.0%
1998 11.3% 3.6% 4.4% 3.2% -0.3%
1997 2.2% -1.3% 2.6% 2.8% -1.8%
1996 5.7% -2.4% 1.7% 1.9% 4.5%
1995 16.4% 7.4% 4.2% 0.5% 3.5%
1994 -22.0% -12.0% -9.9% -1.7% 0.1%
1993 47.2% 9.9% 3.9% 18.3% 8.9%
1992 2.9% -5.9% 5.3% 3.7% 0.2%
1991 14.6% -2.6% 0.8% 7.6% 8.4%
1990 5.4% -5.7% 4.1% 0.2% 7.1%
1989 3.3% -2.1% 1.2% -0.3% 4.6%
1988 -1.1% 2.9% -7.5% -0.5% 4.4%
1987 7.3% 5.7% 1.2% -2.6% 2.9%
1986 29.8% 17.8% 5.3% 0.8% 3.8%
1985 36.5% 1.7% 10.4% 7.6% 13.0%
1984 2.6% -0.9% -9.4% 6.4% 7.5%
1983 2.7% 0.1% 0.8% 3.3% -1.5%
1982 29.1% 2.1% -0.4% 10.8% 14.5%
1981 11.5% 7.2% 0.0% -6.1% 10.8%
1980 14.3% -5.1% 8.8% 3.2% 7.2%
1979 3.1% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. Macau
  3. Singapore

Fund Info

  • Launch date01/05/1979
  • Share Class size413Mn
  • Base currencyUSD
  • ISIN HK0000055654

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.80%

Related News

JPM to close Euro inflation-linked bond fund

Asset management firm to close second fixed income strategy in quick succession, Citywire Global has learned.

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