JPM Global Corporate Bond C (dist) - GBP (hedged)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 7.7 | -0.9 | -15.4 | 7.9 | 2.5 |
![]() | +/-Cat | 0.8 | 0.2 | -0.9 | -0.1 | 0.1 |
![]() | +/-B’mrk | 0.6 | 0.3 | 0.2 | -0.1 | 0.5 |
Category: Global Corporate Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl Corp Bd GR ... |
Key Stats | ||
NAV 14/08/2024 | GBP 60.54 | |
Day Change | 0.33% | |
Morningstar Category™ | Global Corporate Bond - GBP Hedged | |
IA (formerly IMA) Sector | Global Corporate Bond | |
ISIN | LU0423858918 | |
Fund Size (Mil) 13/08/2024 | USD 5928.16 | |
Share Class Size (Mil) 13/08/2024 | GBP 42.37 | |
Max Initial Charge | - | |
Ongoing Charge 18/07/2024 | 0.56% |
Morningstar Research |
Analyst Report | 26/03/2024 Evangelia Gkeka, Senior Analyst Morningstar, Inc |
JPMorgan Global Corporate Bond benefits from a well-resourced team and is led by an experienced bench of four portfolio managers. The Morningstar Analyst Rating for the strategy's clean share class (C) is reaffirmed at Neutral, while some cheaper... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPM Global Corporate Bond C (dist) - GBP (hedged) |
To achieve a return by investing primarily in global investment grade corporate debt securities with positive E/S characteristics or debt securities that demonstrate improving E/S characteristics. Debt securities with positive E/S characteristics are those that the Investment Manager believes have been issued by companies that demonstrate effective governance and superior management of environmental and/ or social issues (sustainable characteristics). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Lisa Coleman 27/02/2009 | ||
Lorenzo Napolitano 01/03/2012 | ||
Click here to see others | ||
Inception Date 02/05/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Gbl Agg Corp 0901 TR Hdg USD | Morningstar Gbl Corp Bd GR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Corporate Bond C (dist) - GBP (hedged) | 31/05/2024 |
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