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JPMorgan Global Bond Opportunities;I

Ranked 49 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.

Objective

The Fund seeks to to provide total return. The Fund invests across sectors in developed and emerging markets located around the world. Under normal circumstances, the Fund will invest at least 80% of its assets in bonds. The Fund will invest at least 40% of its total assets in countries other than the United States.

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

Performance

Global Flexible over : 31/12/2017 - 31/12/2018
  • Rank 49/166 Total Return
  • Rank 40/166 Standard Deviation
  • Rank 31/166 Max Drawdown
Fund Name Currency Return
47 PIMCO GIS Dvsfd Inc Dur Hgd ECl USD Inc

Currency exposure is hedged

Currency exposure is hedged

USD

-1.7%

48 Fidelity Funds - Gl Strat Bond A-ACC-USD USD

-1.9%

49 PGIM Global Total Return Fund;A USD

-1.9%

49 JPMorgan Global Bond Opportunities;I USD

-1.9%

49 Amundi SICAV II Strategic Income R No Dis GBP USD

-1.9%

Fund Name Currency Loss
29 Janus Henderson HF Total Return Bond A2 HUSD

Currency exposure is hedged

Currency exposure is hedged

USD

-2.4%

30 T Rowe Diversified Income Bond Fund A USD USD

-2.5%

31 JPMorgan Global Bond Opportunities;I USD

-2.5%

32 Fidelity Funds - Gl Strat Bond A-ACC-USD USD

-2.5%

33 Fixed Income Flexible Strategy R USD USD

-2.6%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9% 0.0% -1.5% 1.6% -2.0%
2017 6.7% 2.7% 1.2% 1.9% 0.7%
2016 8.0% 2.5% 2.8% 2.8% -0.3%
2015 -0.5% 2.4% -1.2% -1.9% 0.4%
2014 3.4% 2.1% 2.2% -1.0% 0.1%
2013 5.2% 2.0% -1.1% 1.6% 2.6%
2012 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date04/09/2012
  • Share Class size1,839Mn
  • Base currencyUSD
  • ISIN US46637K6872

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%

Related News

JPM international CIO of global bonds resigns

Nicholas Gartside has left the firm with Iain Stealey promoted to fill the role of international CIO of global bonds.

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