Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

JPM Income Opportunity A (perf) Acc EUR Hgd

Ranked 70 out of 87 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Bill Eigen

William H. Eigen is the head of the Absolute Return and Opportunistic Fixed Income Group at J.P. Morgan Asset Management. Prior to joining the firm in 2008, Bill headed Highbridge Capital Management's Fixed Income Group and spent 12 years at Fidelity Investments as an analyst and lead portfolio manager. Bill began his career in 1990 as a Group Pension Investment consultant in the Retirement and Investment Services Group at CIGNA, where he completed his tenure as a Stable Value (GIC) Investment manager, focusing specifically on the development of dedicated fixed-income portfolio management strategies. He holds a B.S. in finance from the University of Rhode Island and is a CFA charterholder. Bill has served on the Board of Directors of the Boston Security Analysts Society and is a current member of its Education Board.

Objective

The Sub-Fund will invest the majority of its assets in debt securities issued in developed and emerging markets, including, but not limited to, debt securities of governments and their agencies, state and provincial governmental entities, supranational organisations, corporations and banks. The Sub-Fund may invest in below investment grade and unrated debt securities. The Sub-Fund may also invest in catastrophe bonds to a limited extent. The Sub-Fund will seek to provide a positive return over the medium term irrespective of market conditions.

Showing fund performance in Jersey View performance globally

Performance

Bond Strategies over : 31/01/2017 - 31/01/2018
  • Rank 70/87 Total Return
  • Rank 33/87 Standard Deviation
  • Rank 44/87 Max Drawdown
Fund Name Currency Return
68 FINCA Active Duration EUR

0.2%

69 Loomis Sayles Strategic Alpha Bond Fund H-R/A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.2%

70 JPM Income Opportunity A (perf) Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

0.1%

71 Insight Total Return Bond S Euro Dis EUR

0.0%

72 Janus Henderson Glo Unconstrained Bd A acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

0.0%

Fund Name Currency Risk
31 GAM Multibond - Absolute Return Emerging Bd-EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1

32 Renta 4 Valor Relativo, FI EUR

1.1

33 JPM Income Opportunity A (perf) Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1

34 PIMCO GIS Credit Absolute Return I EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1

35 Loomis Sayles Strategic Alpha Bond Fund H-R/A EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.2

Fund Name Currency Loss
42 Kames Absolute Return Bond Global C Acc EUR (Hgd)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

42 OYSTER Flexible Credit R EUR PR EUR

-0.6%

44 JPM Income Opportunity A (perf) Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

45 La Francaise Multistrategies Obligataires I

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

46 Invesco Unconstrained Bond Fund A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 0.6% 0.7% 0.3% 0.2% -0.5%
2016 6.3% 0.5% 2.7% 2.3% 0.6%
2015 -3.5% 0.4% -0.1% -2.4% -1.5%
2014 -0.6% 0.5% 0.0% -0.5% -0.7%
2013 1.6% 0.8% -0.2% 0.3% 0.7%
2012 6.4% 2.5% 0.9% 1.6% 1.2%
2011 -0.3% 1.5% 0.0% -3.6% 1.9%
2010 4.4% 1.3% -0.2% 1.7% 1.6%
2009 16.5% -0.4% 8.1% 5.8% 2.3%
2008 1.1% 0.5% 1.1% 0.7% -1.2%
2007 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Denmark
  5. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hungary
  11. Ireland
  12. Italy
  13. Jersey
  14. Liechtenstein
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Poland
  19. Portugal
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date19/07/2007
  • Share Class size783Mn
  • Base currencyUSD
  • ISIN LU0289470113
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment3

Related News

Schroders liquidates unviable Fofs run by rated trio

The asset manager has closed multi-manager stars' strategy Citywire Global can reveal.

Multi-manager star: China now trading above ‘expensive’ US

Citywire A-rated Marcus Brookes believes huge surge in domestic investors has pushed Chinese stocks into hugely expensive territory.

JP Morgan's Eigen starts putting 64% cash pile to work

The bond veteran has started to see some interesting opportunities for his $9.4bn fund following the recent market volatility.

Investors too complacent on Fed rates policy, says JPM's Eigen

The belief rates will stay low for longer is leading investors to take on too much downside risk, according to the blockbuster bond manager.

JPM's $10bn manager: why I fear for unconstrained bond funds

Alt Ucits specialist Bill Eigen has taken cash to its highest weighting since 2008 as he fears investors rushing for the high yield exits.

Start making your HY exit plan, says $10.2bn bond manager

JPM’s Bill Eigen has halved his exposure to the sector due to concerns about historically tight spreads.

$9.7bn credit manager: why I’m holding 56% cash

The absolute return specialist dismisses investors’ ‘inane’ insistence on being fully invested and explores options as the bond bull market ends.

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