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JPM Financials Bond A Acc EUR

Ranked 112 out of 173 in - Global Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Lisa Coleman

Lisa Coleman runs a number of funds at JP Morgan where she has worked since 2008. She began working at the Federal Reserve Bank of New York, before having spells at Merrill Lynch and Brown Brothers. She then moved to Allmerica Financial as a portfolio manager for six years, later joining Schroders as the head of Global Credit Strategies and head of European Fixed Income. Coleman is currently the head of the Global Investment Grade Corporate Credit Team. She received a BA in economics from Trinity College, Hartford, Connecticut, as well as a MA in international banking and finance from Columbia University.

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.

Lorenzo Napolitano

Objective

To achieve a return in excess of global bond markets by investing primarily in global investment grade senior and subordinated debt securities issued by companies from the financial, banking and insurance sectors, using derivatives where appropriate. At least 67% of the Sub-Fund's total assets will be invested, either directly or through the use of financial derivative instruments, in global investment grade fixed and floating rate debt securities issued by Financial Companies. Issuers of these securities may be located in any country, including emerging markets.

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

Performance

Global Corporates over : 30/09/2016 - 30/09/2017
  • Rank 112/173 Total Return
  • Rank 64/173 Standard Deviation
  • Rank 51/173 Max Drawdown
Fund Name Currency Return
110 Kames Investment Grade Global Bond A Inc USD USD

2.7%

111 Credit Suisse (Lux) Euro Corporate Bond Fd EBH USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.6%

112 JPM Financials Bond A Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.5%

113 Barclays GA - Global Corporate Bond M Inc USD USD

2.5%

114 Barings Global Investment Grade Corp Bd A USD Acc USD

2.4%

Fund Name Currency Risk
62 Threadneedle (Lux)-Global Corporate Bond AU USD

3.3

62 Aviva Investors - Global Inv Grade Corp Bd I USD USD

3.3

64 JPM Financials Bond A Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

3.3

65 Barings Global Investment Grade Corp Bd A USD Acc USD

3.3

66 Old Mutual Investment Grade Corp Bd A SEK Hdg

Currency exposure is hedged

Currency exposure is hedged

SEK

3.3

66 Aberdeen Global - Asian Credit Bond A1 USD Dis USD

3.3

Fund Name Currency Loss
49 Pioneer Funds Austria - Corporate Trend Invest T

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

50 LGIM Global Corporate Bond B GBP Acc Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.7%

51 JPM Financials Bond A Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.7%

52 UBS Global Credit

Currency exposure is hedged

Currency exposure is hedged

AUD

-2.7%

53 PARVEST Sustainable Bond World Corporate CL C USD USD

-2.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.7% 1.9% 0.9%
2016 1.8% -0.4% 1.8% 2.3% -1.9%
2015 2.1% 2.6% -2.5% 0.3% 1.9%
2014 6.6% 2.3% 2.4% 0.0% 1.7%
2013 1.8% 0.5% -2.4% 1.5% 2.3%
2012 14.4% 5.3% 0.9% 4.7% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date28/11/2011
  • Share Class size07Mn
  • Base currencyEUR
  • ISIN LU0697242724
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.80%
  • Initial investment3

Related News

JPM launches US corporate bond fund for star trio

The firm unveils the latest addition to its Sicav range with the launch of a US corporate bond strategy.

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