JPMorgan Funds - Global Bond Opportunities Fund C (acc) - USDRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.3 | 2.2 | 5.5 | 0.5 | -0.2 | |
+/-Cat | 2.0 | 1.1 | 2.5 | -1.3 | -0.8 | |
+/-B’mrk | 1.8 | 3.0 | 7.0 | -0.2 | 0.7 | |
Category: Global Flexible Bond - USD Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 07/10/2024 | USD 140.36 | |
Day Change | -0.10% | |
Morningstar Category™ | Global Flexible Bond - USD Hedged | |
ISIN | LU0867954421 | |
Fund Size (Mil) 04/10/2024 | USD 4218.85 | |
Share Class Size (Mil) 04/10/2024 | USD 1098.51 | |
Max Initial Charge | - | |
Ongoing Charge 27/09/2024 | 0.65% |
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 C (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 29/08/2014 |
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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 C (acc) - USD | 31/08/2024 |
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