JPMorgan Funds - Global Bond Opportunities Fund I2 (acc) - USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.5 | 2.4 | 5.7 | 0.7 | 1.4 |
![]() | +/-Cat | 2.2 | 1.2 | 2.7 | -1.2 | -1.3 |
![]() | +/-B’mrk | 2.0 | 3.2 | 7.2 | 0.0 | 0.2 |
Category: Global Flexible Bond - USD Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 14/08/2024 | USD 122.86 | |
Day Change | -0.01% | |
Morningstar Category™ | Global Flexible Bond - USD Hedged | |
ISIN | LU1727353630 | |
Fund Size (Mil) 13/08/2024 | USD 4093.25 | |
Share Class Size (Mil) 13/08/2024 | USD 11.42 | |
Max Initial Charge | - | |
Ongoing Charge 18/07/2024 | 0.52% |
Morningstar Research |
Analyst Report | 30/04/2024 Evangelia Gkeka, Senior Analyst Morningstar, Inc |
JPMorgan’s Global Bond Opportunities strategy benefits from an experienced management team, the firm’s wider resources, and a flexible and nimble investment process.The Morningstar Analyst Rating for the C (acc) USD clean share class is upgraded... | |
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: JPMorgan Funds - Global Bond Opportunities Fund I2 (acc) - USD |
To achieve a return in excess of the benchmark by investing opportunistically in an unconstrained portfolio of debt securities and currencies, using derivatives where appropriate. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Iain Stealey 22/03/2013 | ||
Andrew Headley 01/07/2020 | ||
Click here to see others | ||
Inception Date 29/12/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Multiverse TR Hdg USD | Morningstar Gbl Core Bd GR Hdg USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Global Bond Opportunities Fund I2 (acc) - USD | 30/06/2024 |
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