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JPMorgan SAR Global Bond Fund - Class A

Ranked 91 out of 1137 in - Global over 12 months
All calculations are in USD unless stated

Managed by

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

To provide investors with long term capital growth in US dollar terms through a portfolio consisting primarily of international bonds of developed markets.

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

Performance

Global over : 31/12/2017 - 31/12/2018
  • Rank 91/1137 Total Return
  • Rank 82/1137 Standard Deviation
  • Rank 56/1137 Max Drawdown
Fund Name Currency Return
89 United SGD Plus Class A (Dist) USD (Hedged)

Currency exposure is hedged

Currency exposure is hedged

USD

0.5%

89 BlackRock WF-International Bond

Currency exposure is hedged

Currency exposure is hedged

AUD

0.5%

91 Jadwa Global Sukuk Fund - Class B USD

0.4%

91 JPMorgan SAR Global Bond Fund - Class A USD

0.4%

93 JPM Income Fund A Acc USD USD

0.4%

93 PIMCO Eurodollar High Quality USD I Acc USD

0.4%

93 JPMorgan Provident Global Bond Fund-Invest USD

0.4%

Fund Name Currency Risk
81 DWS Invest Global Bonds FC

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

82 Pilatus Invest Income USD Klasse I USD

1.6

82 JPMorgan SAR Global Bond Fund - Class A USD

1.6

84 Goldman Sachs Glo FI Plus Pf (Hdg) Base Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 0.4% -0.2% -0.1% -0.1% 0.9%
2017 2.6% 0.5% 1.0% 0.3% 0.8%
2016 3.1% 3.4% 2.2% 0.5% -2.9%
2015 -0.3% 1.8% -3.0% 1.2% -0.2%
2014 4.4% 2.2% 2.1% -2.1% 2.1%
2013 -2.8% -1.7% -2.8% 2.1% -0.4%
2012 3.9% 0.8% 0.7% 2.8% -0.5%
2011 5.5% 0.7% 2.7% 1.7% 0.4%
2010 4.4% -0.2% 0.6% 6.0% -2.0%
2009 3.2% -2.4% 2.6% 4.4% -1.3%
2008 7.5% 5.6% -3.4% -2.1% 7.8%
2007 7.9% 1.0% -1.0% 4.8% 3.0%
2006 4.0% -0.7% 1.7% 1.9% 1.1%
2005 -3.2% -1.4% 0.1% -0.7% -1.3%
2004 6.4% 1.8% -2.6% 2.4% 4.9%
2003 10.0% 2.5% 3.6% 1.0% 2.6%
2002 13.7% -1.0% 6.9% 3.9% 3.4%
2001 3.9% 0.4% -0.8% 5.1% -0.7%
2000 7.1% 2.0% 0.9% -0.3% 4.4%
1999 -4.6% -2.4% -1.8% -0.3% -0.2%
1998 -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date16/09/1998
  • Share Class size628Mn
  • Base currencyUSD
  • ISIN HK0000013794

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.00%

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