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JPM Sterling Corporate Bond A Gross Acc

Ranked 68 out of 117 in - Sterling Corporate Bond 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

The Fund's investment objective is to maximise total returns by investing primarily in high quality sterling denominated bonds (or other bonds hedged back to sterling). The Fund's investment policy will focus on investment grade corporate issues. The Fund may also invest in non-investment grade securities, including corporate and emerging market bonds when the investment adviser believes these offer significant opportunities. The Fund may use derivatives for investment purposes or Efficient Portfolio Management including hedging, where appropriate.

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

Performance

Sterling Corporate Bond over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.2% 4.4% 3.2%
2016 -7.4% 0.2% -3.4% 3.7% -7.7%
2015 -5.4% -1.8% 1.3% -3.1% -1.9%
2014 5.2% 2.8% 5.3% -3.4% 0.6%
2013 3.4% -5.7% -2.0% 8.1% 3.5%
2012 18.2% 6.1% -0.3% 9.4% 2.1%
2011 6.3% 4.4% 1.2% -1.8% 2.4%
2010 3.2% -3.3% -1.3% 11.9% -3.4%
2009 25.3% -5.0% 21.5% 6.0% 2.4%
2008 -38.5% -8.2% -1.3% -12.8% -22.1%
2007 -0.7% -0.4% -0.6% 1.7% -1.5%
2006 13.4% -0.2% 4.8% 3.9% 4.4%
2005 -3.7% -1.8% -0.8% -0.5% -0.7%
2004 13.1% 2.7% -2.9% 3.4% 9.7%
2003 15.9% -1.3% 7.3% 0.3% 9.0%
2002 19.0% -1.5% 10.0% 6.9% 2.7%
2001 3.1% -2.9% -1.4% 8.0% -0.2%
2000 1.5% 1.1% -3.9% -0.1% 4.5%
1999 -4.0% -1.7% -4.4% 2.6% -0.4%
1998 14.6% 5.1% 1.2% 5.6% 2.1%
1997 10.2% -2.7% 6.5% 2.2% 4.0%
1996 20.9% -3.2% 5.9% 4.8% 12.5%
1995 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date11/08/1980
  • Share Class size25Mn
  • Base currencyGBP
  • ISIN GB0030877541

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.00%
  • Initial investment0

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