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JPM Aggregate Bond C Dis GBP Hgd

Ranked 6 out of 15 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

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.

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 global investment grade debt securities. Issuers of these securities may be located in any country, including emerging markets. The Sub-Fund may also invest in assets denominated in any currency. However a substantial part of the assets of the Sub-Fund will be hedged into USD.

Showing fund performance in Jersey View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018
  • Rank 6/15 Total Return
  • Rank 2/15 Standard Deviation
  • Rank 5/15 Max Drawdown
Fund Name Currency Return
4 JPM Global Bond Opportunities I Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

0.2%

5 BGF World Bond X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.3%

6 JPM Aggregate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

7 New Capital Global Value Credit GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

8 Barclays GA - Global Government Bond M Inc GBP GBP

-1.1%

Fund Name Currency Risk
1 JPM Global ex-UK Bond A Acc GBP

1.4

2 JPM Aggregate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

1.5

3 BGF World Bond X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.5

4 Barclays GA - Global Government Bond M Inc GBP GBP

1.7

5 New Capital Global Value Credit GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7

Fund Name Currency Loss
3 BGF World Bond X2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.3%

4 Barclays GlobalBeta Portfolio 1 AA GBP GBP

-1.4%

5 Barclays GA - Global Government Bond M Inc GBP GBP

-1.4%

5 JPM Aggregate Bond C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

7 JPM Global Bond Opportunities I Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8%
2017 1.8% 0.0% 0.9% 0.4% 0.5%
2016 3.8% 3.3% 2.6% 0.8% -2.7%
2015 0.8% 2.0% -2.7% 1.2% 0.3%
2014 8.2% 2.1% 1.9% 1.5% 2.4%
2013 -2.1% 1.5% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Curacao
  4. Denmark
  5. Finland
  6. Ireland
  7. Jersey
  8. Luxembourg
  9. Norway
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date31/01/2013
  • Share Class size11Mn
  • Base currencyUSD
  • ISIN LU0872748966
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.40%
  • Initial investment0

Related News

Euro politicians must act now, says top manager

Talk is cheap, according to JP Morgan’s Iain Stealey, and now is the time to clear up uncertainty over Spain and Italy.

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