JPMorgan Funds - Global Bond Opportunities Fund A (acc) - USDRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.8 | 1.7 | 5.0 | 0.0 | 0.1 | |
+/-Cat | 1.4 | 0.5 | 2.0 | -1.9 | -0.8 | |
+/-B’mrk | 1.5 | 2.2 | 5.0 | -1.1 | 0.2 | |
Category: Global Flexible Bond - USD Hedged | ||||||
Category Benchmark: Bloomberg Global Aggregate ... |
Key Stats | ||
NAV 28/03/2024 | USD 139.89 | |
Day Change | 0.06% | |
Morningstar Category™ | Global Flexible Bond - USD Hedged | |
ISIN | LU0867954264 | |
Fund Size (Mil) 28/03/2024 | USD 4239.78 | |
Share Class Size (Mil) 28/03/2024 | USD 509.05 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 1.20% |
Morningstar Research |
Analyst Report | 04/05/2023 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 A (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 22/02/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Multiverse TR Hdg USD | Bloomberg Global Aggregate TR Hdg USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Global Bond Opportunities Fund A (acc) - USD | 29/02/2024 |
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