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JPM Global Short Duration Bond C Dis GBP Hdg

Ranked 1 out of 3 in - Global Short Term over 12 months
All calculations are in GBP unless stated

Managed by

Linda Raggi

Linda Raggi, CFA is vice president and member of the Global Fixed Income, Currency & Commodities group at JP Morgan based in London. She joined the firm in 2008 and is a portfolio manager focusing on global aggregate, multi-sector bond strategies for both segregated clients and pooled funds. Linda graduated from Bocconi University with a BSc in International Economics and the Cass Business School in London with an MSc in Banking and International Finance.

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 achieve a return in excess of global short duration bond markets by investing primarily in investment grade global short-term fixed and floating rate debt securities, using derivatives where appropriate. 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 investment grade short-term debt securities. Issuers of these securities may be located in any country, including emerging markets.

Showing fund performance in Jersey View performance globally

Performance

Global Short Term over : 30/09/2017 - 30/09/2018
  • Rank 1/3 Total Return
  • Rank 2/3 Standard Deviation
  • Rank 2/3 Max Drawdown
Fund Name Currency Return
1 JPM Global Short Duration Bond C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.3%

2 JPM Global Govt Short Duration Bd C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

3 Barclays GA - Global Short Duration Bond M Inc GBP GBP

-1.1%

Fund Name Currency Risk
1 JPM Global Govt Short Duration Bd C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

0.3

2 JPM Global Short Duration Bond C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

0.4

3 Barclays GA - Global Short Duration Bond M Inc GBP GBP

1.4

Fund Name Currency Loss
1 JPM Global Govt Short Duration Bd C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

2 JPM Global Short Duration Bond C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

3 Barclays GA - Global Short Duration Bond M Inc GBP GBP

-1.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2% -0.2% 0.2%
2017 0.2% 0.0% 0.2% 0.2% -0.2%
2016 1.0% 0.5% 0.5% 0.2% -0.2%
2015 0.8% 0.5% -0.2% 0.2% 0.3%
2014 1.5% 0.5% 0.5% 0.3% 0.2%
2013 1.3% 0.3% -0.2% 0.7% 0.5%
2012 3.6% 1.3% 0.7% 1.1% 0.5%
2011 -1.1% 0.0% 1.0% -2.7% 0.7%
2010 2.6% 1.3% 0.0% 1.3% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date28/10/2009
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN LU0457772431
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment0.00%

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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).