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JPM Flexible Credit A Acc USD

Ranked 59 out of 173 in - Global Corporates over 12 months
All calculations are in USD 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.

Usman Naeem

Alexander Sammarco

Objective

To achieve a total return by exploiting investment opportunities in credit markets globally using financial derivative instruments where appropriate.The Sub-Fund will invest the majority of its assets (excluding cash and cash equivalents) in corporate debt securities, globally.

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

Performance

Global Corporates over : 30/09/2016 - 30/09/2017
  • Rank 59/173 Total Return
  • Rank 24/173 Standard Deviation
  • Rank 17/173 Max Drawdown
Fund Name Currency Return
57 CFS FC W Inv-CFS W Global Credit Income

Currency exposure is hedged

Currency exposure is hedged

AUD

5.5%

58 Loomis Sayles Global Diversified Corporate Bond A USD

5.4%

59 JPM Flexible Credit A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

5.4%

60 Pioneer Funds Dynamic Credit A ND USD USD

5.3%

61 Eurovalor Bonos Corporativos, FI USD

5.3%

Fund Name Currency Risk
22 VTWM Special Funds - Global High Yield Bond USD USD

2.4

23 Danske Invest Globale Virksomhedsobligationer KL

Currency exposure is hedged

Currency exposure is hedged

DKK

2.4

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

Currency exposure is hedged

Currency exposure is hedged

USD

2.5

24 JPM Flexible Credit A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

2.5

26 DCI Investment Grade Corporate Bond A USD Ret Acc USD

2.5

26 BankInvest Virksomhedsobligationer IG Akk A

Currency exposure is hedged

Currency exposure is hedged

DKK

2.5

Fund Name Currency Loss
15 EIS-SIF Twelve Insurance Bond Fund B

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

16 Rubrics Global Credit UCITS D USD USD

-1.2%

17 JPM Flexible Credit A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

-1.2%

18 Loomis Sayles Duration Hedged Glbl Corp Bd Fd IAU USD

-1.3%

19 JSS Insurance Bond Opportunities P USD Cap

Currency exposure is hedged

Currency exposure is hedged

USD

-1.4%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 1.7% 1.6%
2016 6.5% 1.2% 2.1% 2.7% 0.3%
2015 -1.4% 2.2% -2.2% -1.5% 0.2%
2014 5.6% 2.4% 2.4% -0.8% 1.5%
2013 2.4% 1.2% -3.1% 1.7% 2.6%
2012 11.5% 3.6% 1.4% 3.9% 2.1%
2011 7.4% 2.8% 1.0% -0.5% 4.1%
2010 0.6% 5.2% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date20/01/2010
  • Share Class size03Mn
  • Base currencyUSD
  • ISIN LU0469576283
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.80%
  • Initial investment3

Related News

JPM tweaks and rebrands star manager’s global credit fund

Asset management firm announces change in investment approach for $184m fund overseen by Citywire AA-rated bond specialist.

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