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JPM Global Convertibles

Ranked 2 out of 3 in - Convertibles Global over 12 months
All calculations are in GBP unless stated

Managed by

Natalia Bucci

Natalia Bucci, CFA is a managing director and portfolio manager in the Convertible Bond and Capital Structure group within the Multi-Asset Solutions team at JP Morgan Asset Management. She is responsible for managing the core portfolios and also specialises in the US market. She joined the firm in 2005 and prior to this worked in the Investment Strategy Group in Private Wealth Management at Goldman Sachs. She graduated from Luigi Bocconi University with a BA in Economics and Princeton University with an MA in Finance.

Objective

To provide a return by investing primarily in a diversified portfolio of convertible securities, globally. At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in convertible securities. Issuers of these securities may be located in any country, including emerging markets. Convertible securities exposure may be achieved through convertible bonds, convertible notes, convertible preference shares and any other suitable convertible or exchangeable instruments.

Showing fund performance in Jersey View performance globally

Performance

Convertibles Global over : 30/06/2017 - 30/06/2018
  • Rank 2/3 Total Return
  • Rank 2/3 Standard Deviation
  • Rank 3/3 Max Drawdown
Fund Name Currency Return
1 Polar Capital Glbl Conv Pfolio Curr I GBP Inc Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

9.0%

2 JPM Global Convertibles EUR C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5%

3 Jupiter JGF Global Convertibles I GBP A Inc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8%

Fund Name Currency Risk
1 Jupiter JGF Global Convertibles I GBP A Inc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

2.9

2 JPM Global Convertibles EUR C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2

3 Polar Capital Glbl Conv Pfolio Curr I GBP Inc Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

4.9

Fund Name Currency Loss
1 Polar Capital Glbl Conv Pfolio Curr I GBP Inc Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

2 Jupiter JGF Global Convertibles I GBP A Inc HSC

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

3 JPM Global Convertibles EUR C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.3%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% 0.4%
2017 8.4% 2.7% 1.8% 1.9% 1.8%
2016 0.4% -2.7% -1.9% 4.0% 1.1%
2015 1.8% 4.6% -1.2% -4.3% 3.0%
2014 5.9% 3.0% 1.8% -1.9% 2.9%
2013 16.0% 4.5% 1.8% 5.2% 3.7%
2012 12.5% 7.5% -2.7% 4.5% 3.0%
2011 -8.8% 2.7% -1.5% -10.6% 0.8%
2010 6.1% 2.4% -5.9% 6.0% 3.8%
2009 29.3% 1.3% 11.0% 11.0% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Chile
  4. Curacao
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Ireland
  10. Jersey
  11. Liechtenstein
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date24/11/2008
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN LU0397083535
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75

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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).