JPM Global Bond Opportunities A (dist) - GBP (hedged)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 5.7 | 0.5 | -7.8 | 5.0 | 1.6 |
![]() | +/-Cat | 0.5 | 0.5 | 1.1 | -2.0 | -1.4 |
![]() | +/-B’mrk | 0.5 | 2.3 | 5.6 | -0.7 | -0.2 |
Category: Global Flexible Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 14/08/2024 | GBP 99.80 | |
Day Change | 0.24% | |
Morningstar Category™ | Global Flexible Bond - GBP Hedged | |
IA (formerly IMA) Sector | - | |
ISIN | LU1839124887 | |
Fund Size (Mil) 13/08/2024 | USD 4093.25 | |
Share Class Size (Mil) 13/08/2024 | GBP 3.23 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 18/07/2024 | 1.21% |
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: JPM Global Bond Opportunities A (dist) - GBP (hedged) |
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 22/06/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Multiverse TR Hdg USD | Morningstar Gbl Core Bd GR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Bond Opportunities A (dist) - GBP (hedged) | 30/06/2024 |
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