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JPM Euro Corporate Bond A Acc EUR

Ranked 146 out of 316 in - Euro Corporates over 12 months
All calculations are in USD unless stated

Managed by

Andreas Michalitsianos

Andreas Michalitsianos is an executive director and member of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management based in London. He is a portfolio manager with the European Investment Grade Corporate Credit team and is responsible for managing credit exposure across client portfolios. He joined the firm in 2002 and prior to this, he worked as a portfolio manager in the Long Duration Group in New York. Andreas graduated from the University of Warwick in England with a BSc (Hons) in Biochemistry and is a CFA charterholder.

Usman Naeem

Objective

To achieve a return in excess of EUR-denominated corporate bond markets by investing primarily in EUR-denominated corporate fixed and floating rate debt securities, using derivatives where appropriate.

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

Performance

Euro Corporates over : 31/10/2016 - 31/10/2017
  • Rank 146/316 Total Return
  • Rank 172/316 Standard Deviation
  • Rank 165/316 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 7.1% 4.7%
2016 0.7% 6.9% -1.2% 3.0% -7.4%
2015 -10.9% -9.8% 0.4% -0.2% -1.4%
2014 -5.2% 2.5% 1.8% -6.4% -2.8%
2013 6.7% -1.9% 0.0% 5.6% 3.0%
2012 14.5% 7.8% -4.2% 5.2% 5.3%
2011 -1.5% 6.0% 3.6% -8.8% -1.6%
2010 -2.6% -3.0% -9.3% 14.3% -3.1%
2009 12.3% 10.1% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date27/02/2009
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN LU0408847340

Purchase Info

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

Charges

  • Annual management0.80%
  • Initial investment3

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