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JHWI Strategic Income Opportunities A Acc

Ranked 119 out of 152 in - Global Flexible over 12 months
All calculations are in USD unless stated

Managed by

Christopher M. Chapman

Thomas C. Goggins

Dan Janis

Currently based in Boston, Massachusetts, Daniel S Janis III is a senior bond manager at Manulife Asset Management. Dan has over 28 years of industry experience, and joined Manulife in 1999. He is the lead portfolio manager on the Manulife global multi-sector team, and manages retail and institutional portfolios using an active, macro and fundamental investment approach. The best market environment for his strategy brings investment opportunities in global bond markets. Dan is a member of Association of International Bond Dealers and has a BA in Economics from Harvard University.

Kisoo Park

Objective

The investment objective of the Fund is to seek to maximise a total return consisting of current income and capital appreciation. Under normal market conditions, the Fund pursues its investment objective by investing at least 80% in the following types of securities (which may be denominated in U.S. Dollars or any other currency): non-U.S. government debt securities from developed and emerging markets, corporate debt securities from developed and emerging markets, U.S. government and agency or permitted supranational agency securities, issued or guaranteed (investment grade or High Yield Debt Securities), U.S. high-yield bonds, investment grade corporatebonds and currency instruments, preferred stocks and REITs.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Flexible over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.7% 1.1% 1.6% 1.5% -0.6%
2016 4.4% 1.8% 1.6% 1.0% -0.1%
2015 -1.4% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland

Fund Info

  • Launch date29/06/2015
  • Share Class size11Mn
  • Base currencyUSD
  • ISIN IE00BXNSXQ87

Purchase Info

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

Charges

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