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JPM Global Bond Opportunities A Gross Acc

Ranked 2 out of 8 in - Global Flexible 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

To provide income and long-tem capital growth by investing opportunistically in an unconstrained global portfolio consisting primarily of fixed and floating rate Debt Securities. The Fund may invest in developed and Emerging Market countries and hold Investment Grade, Below-Investment Grade and Unrated Bonds, Covered Bonds, Asset and Mortgage Backed Securities (ABS and MBS), Credit Linked Notes and Structured Products. The Fund may have a concentrated portfolio and may have a significant exposure to any one country, sector or issuer at any time.

Showing fund performance in Jersey View performance globally

Performance

Global Flexible over : 31/07/2017 - 31/07/2018
  • Rank 2/8 Total Return
  • Rank 3/8 Standard Deviation
  • Rank 3/8 Max Drawdown
Fund Name Currency Return
1 Templeton Global Total Return A (Mdis) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

1.2%

2 JPM Global Bond Opportunities A Gross Acc GBP

0.3%

3 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

0.1%

3 Franklin Flexible Alpha Bond I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

0.1%

5 BGF Fixed Income Gbl Opportunities D2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

Fund Name Currency Risk
1 Franklin Flexible Alpha Bond I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

0.8

2 Jupiter JGF Dynamic Bond D GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

1.4

3 JPM Global Bond Opportunities A Gross Acc GBP

1.5

4 Fidelity Funds - Flexible Bond Fund A-GBP GBP

1.6

5 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7

Fund Name Currency Loss
1 Franklin Flexible Alpha Bond I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

2 Jupiter JGF Dynamic Bond D GBP Q Inc H

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

3 JPM Global Bond Opportunities A Gross Acc GBP

-2.0%

4 Kames Strategic Global Bond B Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

5 T Rowe Dynamic Global Bond Ih GBP Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4% -1.2%
2017 5.1% 2.3% 0.9% 1.1% 0.7%
2016 8.0% 1.7% 3.1% 3.2% -0.3%
2015 -1.3% -2.8% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date30/01/2015
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00BV9GHS23

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

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