JPMorgan Funds - Global Bond Opportunities Fund C (acc) - USD

Performance History30/06/2020
Growth of 1,000 (GBP) Advanced Graph
JPMorgan Funds - Global Bond Opportunities Fund C (acc) - USD
Fund28.3-2.74.06.67.9
+/-Cat3.51.1-0.81.40.9
+/-B’mrk4.33.2-4.12.5-3.5
 
Key Stats
Day Change -0.96%
Bid  (10/07/2020)  USD 125.38
Offer  (10/07/2020)  USD 125.38
Morningstar Category™ Global Flexible Bond - USD Hedged
ISIN LU0867954421
Fund Size (Mil)
10/07/2020
 USD 5295.60
Share Class Size (Mil)
10/07/2020
 USD 1124.48
Max Initial Charge -
Ongoing Charge
17/01/2020
  0.66%
Morningstar Research
Analyst Report

The comanagers on JPMorgan’s Global Bond Opportunities strategy have delivered strong relative performance in a variety of market climates by using the firm’s wide range of resources, leading to an upgrade in the Process Pillar rating to Above...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAverage
ParentAbove Average
ProcessAbove Average
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 financial derivative instruments where appropriate.
Returns
Trailing Returns (GBP)10/07/2020
YTD6.04
3 Years Annualised4.74
5 Years Annualised8.75
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Iain Stealey
22/03/2013
Robert Michele
22/03/2013
Inception Date
29/08/2014
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
BBgBarc Multiverse TR Hdg USDBBgBarc Global Aggregate TR Hdg USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  JPMorgan Funds - Global Bond Opportunities Fund C (acc) - USD31/05/2020
Fixed Income
Effective Maturity7.60
Effective Duration5.60
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock0.020.000.02
Bond90.520.2590.26
Property0.000.000.00
Cash3.790.922.87
Other6.050.036.02

Related

In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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