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JPM Global Bond Opportunities I Dis GBP Hgd

Ranked 4 out of 15 in - Global over 12 months
All calculations are in GBP 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 Jersey View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018
  • Rank 4/15 Total Return
  • Rank 6/15 Standard Deviation
  • Rank 7/15 Max Drawdown
Fund Name Currency Return
2 JPM Global Government Bond X Dist GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

0.5%

3 JPM Global ex-UK Bond A Acc GBP

0.4%

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%

Fund Name Currency Risk
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

6 JPM Global Bond Opportunities I Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

1.8

7 JPM Global Government Bond X Dist GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

1.9

8 Barclays GlobalBeta Portfolio 1 AA GBP GBP

2.0

Fund Name Currency Loss
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%

8 New Capital Global Value Credit GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.6%

9 Templeton Global Bond A (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.6%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 5.3% 2.2% 1.1% 1.3% 0.6%
2016 7.4% 2.0% 2.8% 2.9% -0.5%
2015 0.3% 2.5% -1.1% -1.7% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Curacao
  4. Germany
  5. Jersey
  6. Luxembourg
  7. Switzerland

Fund Info

  • Launch date15/10/2014
  • Share Class size02Mn
  • Base currencyUSD
  • ISIN LU1090958429
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0

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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).