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JPM Global Bond Opportunities A Gross Acc

Ranked 119 out of 166 in - Global Flexible 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.


To provide income and long-tem capital growth by investing opportunistically in an unconstrained global portfolio consisting primarily of fixed and floating rate Debt Securities. The Fund may invest in developed and Emerging Market countries and hold Investment Grade, Below-Investment Grade and Unrated Bonds, Covered Bonds, Asset and Mortgage Backed Securities (ABS and MBS), Credit Linked Notes and Structured Products. The Fund may have a concentrated portfolio and may have a significant exposure to any one country, sector or issuer at any time.

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


Global Flexible over : 31/12/2017 - 31/12/2018

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -8.4% 3.3% -7.0% -0.1% -4.5%
2017 15.0% 3.5% 4.8% 4.4% 1.5%
2016 -9.4% -0.8% -4.1% 0.3% -5.1%
2015 4.6% -6.4% -2.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Cash and Cash Equivalents 2.61%
Portugal 2.875% 15-Oct-2025 1.25%
South Africa 6.500% 28-Feb-2041 1.20%
Spain 2.900% 31-Oct-2046 1.16%
Indonesia 8.750% 15-May-2031 1.04%
Federal National Mortgage Association 01-Feb-2033 BM3921 1.01%
Federal National Mortgage Association 01-Dec-2032 BM3956 1.00%
Federal National Mortgage Association 01-Sep-2032 890789 0.99%
Spain 2.700% 31-Oct-2048 0.82%
Portugal 4.125% 14-Apr-2027 0.80%

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date30/01/2015
  • Share Class size03Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0


  • Annual management1.00%
  • Initial investment0.00%

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