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JPM US Corporate Bond A Acc USD

Ranked 26 out of 70 in - US Dollar 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.

Jeremy Klein

Jeremy Klein is a managing director and a member of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management. He is a portfolio manager within the US Investment Grade Corporate Credit team and is responsible for managing credit exposure across client portfolios. Jeremy graduated from the Wharton School of the University of Pennsylvania with a BSc in Finance and is a CFA charterholder.

Lorenzo Napolitano

Objective

At least 80% of the Sub-Funds assets will be invested, either directly or through the use of financial derivative instruments, in investment grade USD-denominated corporate debt securities. Issuers of these securities may be located in any country, including emerging markets. However, the majority of the Sub-Funds assets will be invested in securities issued by companies that are domiciled in, or carrying out the main part of their activity, in the US.

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

Performance

US Dollar Corporates over : 31/01/2017 - 31/01/2018
  • Rank 26/70 Total Return
  • Rank 19/70 Standard Deviation
  • Rank 25/70 Max Drawdown
Fund Name Currency Return
24 Generali Diversif-Corp Opps AAA-A AY Dis USD USD

5.1%

25 PGIM US Corporate Bond NOK Hdg I Acc

Currency exposure is hedged

Currency exposure is hedged

NOK

5.1%

26 JPM US Corporate Bond A Acc USD USD

5.1%

27 Eastspring Investments-US Corporate Bond D USD

5.1%

28 KBC Bonds Corporates USD Dis USD

4.9%

Fund Name Currency Loss
23 Deka-CorporateBd Gl.Hedge.Euro

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

24 Eastspring Investments-US Invest Grade Bond D USD

-0.7%

25 Russell Investments US Credit B USD Acc USD

-0.7%

25 JPM US Corporate Bond A Acc USD USD

-0.7%

27 AXA IM FIIS US Corporate Bonds A C USD USD

-0.8%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.4% 1.7% 2.4% 1.3% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Curacao
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Luxembourg
  9. Norway
  10. Portugal
  11. Spain
  12. Sweden
  13. Switzerland

Fund Info

  • Launch date20/10/2016
  • Share Class size07Mn
  • Base currencyUSD
  • ISIN LU1502178491

Purchase Info

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

Charges

  • Annual management0.80%
  • Initial investment3

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