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JPM Global Bond Opportunities A Acc USD

Ranked 34 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.


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


Global over : 31/10/2017 - 31/10/2018
  • Rank 34/77 Total Return
  • Rank 37/77 Standard Deviation
  • Rank 37/77 Max Drawdown
Fund Name Currency Return
32 AXA WF Global Aggregate Bonds A C USD H

Currency exposure is hedged

Currency exposure is hedged



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

Currency exposure is hedged

Currency exposure is hedged



34 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged



35 Goldman Sachs Glo Strat Inc Bond Pf Base Acc USD USD


36 Deutsche Lion Bond A USD USD


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


36 Crossfund Sicav-Crossinvest Global Bond-B USD USD


37 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged



38 Legg Mason WA Global Credit A Dis D USD USD


39 Barclays GlobalBeta Portfolio 1 AA USD

Currency exposure is hedged

Currency exposure is hedged



Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% -1.6% 1.4%
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

Asset Allocation



Top 10 Holdings

Stock Size
South Africa 6.500% 28-Feb-2041 1.56%
Spain 2.700% 31-Oct-2048 1.54%
USD Cash 1.53%
Portugal 4.125% 14-Apr-2027 1.52%
Australia, Commonwealth of (Government) 2.750% 21-May-2041 1.41%
Spain 2.900% 31-Oct-2046 1.04%
Indonesia 8.250% 15-Jul-2021 0.98%
Indonesia 8.250% 15-May-2036 0.85%
Portugal 2.875% 21-Jul-2026 0.69%
Greece, Republic of (Government) 3.375% 15-Feb-2025 0.55%

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 size252Mn
  • Base currencyUSD
  • ISIN LU0867954264
  • Currency exposure is hedged

Purchase Info

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


  • 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).