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JPMorgan Core Plus Bond Fund;I

Ranked 94 out of 235 in - US Dollar Medium Term over 12 months
All calculations are in USD unless stated

Managed by

Richard Figuly

Richard Figuly is a managing director and a member of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management based in Columbus. Richard is a portfolio manager for the US Value Driven team and is responsible for managing institutional taxable bond portfolios. He joined the firm in 1993 and prior to this, he was a fiduciary tax accountant at the Bank One Ohio Trust Company. Richard is a retired Major of the Ohio Army National Guard and graduated from the Ohio State University with a BSc in Finance.

Steven Lear

Steven Lear is the Deputy Chief Investment Officer for New York and London at JP Morgan. Working on the fixed income investment team since 2008, Lear has had an extensive career which has seen him work at CF First Boston, Fidelity, Mercer Consulting, as well as spending ten years at Schroders as a senior portfolio manager. Lear has a BA in Business Administration from the University of Western Ontario and an MBA from the University of California, Berkeley.

Andrew Norelli

Andrew Norelli is a managing director and a member of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management based in Columbus. He is a portfolio manager for several multi-asset fixed income strategies and is a member of the Asset Allocation Committee for the investor funds. Prior to joining the firm in 2012, Andrew was at Morgan Stanley for eleven years where he most recently served as a co-head of the firms emerging markets credit trading desk. He graduated from Princeton University with an AB in Economics.

Objective

The Fund seeks a high level of current income by investing primarily in a diversified portfolio of high-, medium-, and low-grade debt securities. The Fund mainly invests in investment grade debt securities. The Fund will invest at least 80% of its net assets in bonds.

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

Performance

US Dollar Medium Term over : 31/12/2017 - 31/12/2018

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% -1.3% -0.1% 0.2% 1.2%
2017 4.3% 1.0% 1.7% 1.0% 0.5%
2016 4.2% 2.9% 2.7% 1.1% -2.4%
2015 0.0% 1.7% -1.4% 0.5% -0.8%
2014 6.1% 2.2% 2.2% 0.2% 1.4%
2013 0.2% 0.5% -2.0% 0.9% 0.7%
2012 7.1% 1.8% 1.9% 2.2% 1.0%
2011 6.7% 1.6% 1.8% 1.0% 2.2%
2010 10.0% 2.9% 2.8% 3.9% 0.1%
2009 16.0% 2.0% 6.0% 5.6% 1.7%
2008 -3.7% 0.8% -0.5% -3.2% -0.8%
2007 6.0% 1.6% -0.4% 2.7% 2.0%
2006 4.4% -0.6% 0.1% 3.6% 1.2%
2005 2.7% -0.4% 3.0% -0.5% 0.7%
2004 4.5% 2.5% -2.1% 3.0% 1.1%
2003 5.7% 1.7% 3.1% 0.2% 0.6%
2002 8.4% 0.0% 3.2% 3.7% 1.3%
2001 7.4% 3.1% 0.3% 3.8% 0.0%
2000 10.2% 2.3% 1.4% 2.7% 3.5%
1999 -1.2% -0.7% -1.0% 0.6% -0.2%
1998 7.8% 1.4% 2.5% 3.5% 0.2%
1997 8.9% -0.8% 3.3% 3.2% 3.0%
1996 3.2% -1.6% 0.1% 1.8% 2.9%
1995 17.5% 4.4% 5.9% 1.8% 4.4%
1994 -0.9% -1.6% -0.4% 0.7% 0.4%
1993 1.9% 2.0% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date05/03/1993
  • Share Class size1,560Mn
  • Base currencyUSD
  • ISIN US4812C08455

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.29%

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