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JPM Income Opportunity A (perf) Acc EUR Hgd

Ranked 35 out of 85 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.

Jeffrey Wheeler

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 : 31/08/2017 - 31/08/2018
  • Rank 35/85 Total Return
  • Rank 14/85 Standard Deviation
  • Rank 18/85 Max Drawdown
Fund Name Currency Return
33 Alternative Fixed Income Fund I EUR

-0.5%

34 nordIX Basis UI AK I EUR

-0.5%

35 JPM Income Opportunity A (perf) Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

36 Lazard Gestion Flexible Obligataire A EUR

-0.6%

37 Deutsche Invest I Short Duration Credit LC EUR

-0.7%

Fund Name Currency Risk
12 Deutsche Invest I Short Duration Credit LC EUR

0.8

13 Muzinich LongShortCreditYield Euro Acc A HdgNon-Eq

Currency exposure is hedged

Currency exposure is hedged

EUR

0.9

14 XAIA Credit Basis II (I) EUR

0.9

14 Kames Absolute Return Bond Global C Acc EUR (Hgd)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.9

14 JPM Income Opportunity A (perf) Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

0.9

Fund Name Currency Loss
16 XAIA Credit Basis II (I) EUR

-1.0%

17 Candriam Long Short Credit C EUR

-1.0%

18 JPM Income Opportunity A (perf) Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

19 LBPAM Kames Absolute Return Bond Global I EUR

-1.1%

20 Danske Invest Neutral Kasvu EUR

-1.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% 0.1%
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 size585Mn
  • Base currencyUSD
  • ISIN LU0289470113
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment3.00%

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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).