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

JPM Global Bond Opportunities A Acc USD

Ranked 790 out of 1001 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Nick Gartside

Nick Gartside, managing director, is the international chief investment officer of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management where he is also co-manager for multi-sector fixed income products and serves on the Currency Investment Policy Committee. Prior to joining the firm in 2010, Nick was at Schroder Investment Management, initially as a Euro government bond portfolio manager and later as head of global fixed income. He graduated from Durham University with a BA in History and Politics and Cambridge University with an MPhil in International Relations. Nick is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.

Bob Michele

Bob Michele is the Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management. He graduated from the University of Pennsylvania in 1981 with a degree in classical languages and embarked on his professional career as a portfolio analyst with Bankers Trust. In 1985 he began an eight-year stint with Brown Brothers Harriman, the oldest partnership bank in America, as a deputy fund manager. Michele took on the role of head of US fixed income when he joined Credit Suisse First Boston Investment Management in 1993 and became managing director of BlackRock two years later. He then joined Schroders, where he headed up the fixed income team before moving to JP Morgan in 2008. Michele is a CFA Charterholder and away from the office, he enjoys golf and reading.

Iain Stealey

Born in 1979 in Taplow, on the banks of the River Thames, Iain studied Management Sciences at Loughborough University. He joined JP Morgan in 2002, where he currently co-manages a range of bond funds. Iain holds both IMC and CFA designations and, in his time away from fund management, he enjoys golf, rugby, football and skiing.

Objective

At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested, either directly or through the use of financial derivative instruments, in any of the following investments: debt securities issued by governments and their agencies, state and provincial governmental entities and supranational organisations, corporate debt securities, asset-backed securities, mortgage-backed securities and covered bonds, and currencies. 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 over : 31/03/2017 - 31/03/2018
  • Rank 790/1001 Total Return
  • Rank 49/1001 Standard Deviation
  • Rank 73/1001 Max Drawdown
Fund Name Currency Risk
47 JHWI Short Duration Credit Opportunities A Acc USD USD

1.4

47 Hang Seng Global Bond Fund Acc A USD

1.4

49 G Fund - Global Bonds NC EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4

49 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.4

51 UBAM Global Credit Opportunities APHC USD

Currency exposure is hedged

Currency exposure is hedged

USD

1.4

Fund Name Currency Loss
73 Nordea Plan Rente

Currency exposure is hedged

Currency exposure is hedged

NOK

-0.9%

73 JPM Global Bond Opportunities A Acc USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.9%

75 Deutsche Invest I Global Bonds FC

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

75 Insight Global (ex-UK) Bond S GBP Acc USD

-0.9%

75 BGF Global Government Bond A2 USD USD

-0.9%

75 Storebrand Global Obligasjon

Currency exposure is hedged

Currency exposure is hedged

NOK

-0.9%

75 BlackRock WF-International Bond

Currency exposure is hedged

Currency exposure is hedged

AUD

-0.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3%
2017 5.9% 2.3% 1.2% 1.5% 0.8%
2016 6.9% 1.9% 2.6% 2.7% -0.4%
2015 -0.6% 2.3% -1.3% -1.9% 0.4%
2014 4.6% 1.9% 2.4% -0.7% 1.0%
2013 -1.8% 1.9% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date22/02/2013
  • Share Class size210Mn
  • Base currencyUSD
  • ISIN LU0867954264
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1

Related News

JPM's Iain Stealey: behind the bond star's winning performance

The writing is, once again, on the wall for bond markets in 2017, with many investors insisting the 30-year bull bond market is finally about to catch a cold. JP Morgan Asset Management’s Iain Stealey isn’t buying it though

Managers see Fed rate rise 'firmly’ on the table for September

As the Federal Reserve has opened the door to an interest rate increase for September, managers place their bets on when we will see Yellen pull the trigger.

JP Morgan's global bond star raises duration to record high

Citywire + rated manager makes substantial move in $942m fund to reflect expectation of lower-for-longer government rates.

JPM duo’s four top plays for bond market volatility

Citywire A-rated Iain Stealey and Nick Gartside reveal how they're positioning themselves for global credit market uncertainty.

Bond star Stealey becomes latest to throw weight behind HY

Citywire A-rated manager ups exposure in $470m JPM fund to capitalise on strong economic growth in North America.

JPM bond star Stealey cuts US bets to pile into Europe

Citywire A-rated manager reduces financials and high yield holdings to capitalise on supportive environment under ECB policy.

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