Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

JPM Flexible Credit A Acc USD

Ranked 94 out of 172 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 : 30/11/2016 - 30/11/2017
  • Rank 94/172 Total Return
  • Rank 66/172 Standard Deviation
  • Rank 52/172 Max Drawdown
Fund Name Currency Return
92 Invesco Global Inv Grade Corp Bd A Ann Dist USD USD

7.0%

93 Rubrics Global Credit UCITS D USD USD

7.0%

94 JPM Flexible Credit A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

7.0%

95 M&G Global Corporate Bond USD A Acc USD

6.9%

96 Sparinvest-Ethical High Yield Value Bonds EUR R

Currency exposure is hedged

Currency exposure is hedged

EUR

6.8%

Fund Name Currency Risk
64 Tailor Credit Rendement Cible S

Currency exposure is hedged

Currency exposure is hedged

USD

1.9

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

Currency exposure is hedged

Currency exposure is hedged

USD

1.9

66 Morgan Stanley Global Credit Fund A USD USD

1.9

66 M&G Global Corporate Bond USD A Acc USD

1.9

66 JPM Flexible Credit A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.9

Fund Name Currency Loss
50 DNB Global Credit

Currency exposure is hedged

Currency exposure is hedged

NOK

-0.3%

50 DCI Global Inv Grade Corp Bond A USD Ins Acc USD

-0.3%

52 United High Grade Corporate Bond Fund USD USD

-0.3%

52 Vontobel Fund - Global Corporate Bond Mid Yield G

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

52 JPM Flexible Credit A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

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. Luxembourg
  13. Norway
  14. Spain
  15. Sweden
  16. Switzerland
  17. 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).