JPM Global Bond Opportunities Fund B - Gross AccumulationRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.7 | 0.6 | -6.1 | 5.2 | -0.3 | |
+/-Cat | 0.5 | 0.6 | 2.8 | -1.9 | -0.2 | |
+/-B’mrk | 0.8 | 2.2 | 6.1 | -1.0 | 0.6 | |
Category: Global Flexible Bond - GBP Hedged | ||||||
Category Benchmark: Bloomberg Global Aggregate ... |
Key Stats | ||
NAV 27/03/2024 | GBP 1.24 | |
Day Change | -0.08% | |
Morningstar Category™ | Global Flexible Bond - GBP Hedged | |
IA (formerly IMA) Sector | £ Strategic Bond | |
ISIN | GB00BV9GHV51 | |
Fund Size (Mil) 27/03/2024 | GBP 204.36 | |
Share Class Size (Mil) 27/03/2024 | GBP 0.59 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 0.80% |
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 clean share class remains unchanged at... | |
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 Fund B - Gross Accumulation |
To provide income and capital growth over the long-term (5-10 years) by investing opportunistically in an unconstrained global portfolio of debt securities and currencies, using derivatives as appropriate. At least 80% of assets invested in debt securities of governments and their agencies, corporations, MBS/ABS (including covered bonds) and currencies. Issuers may be located anywhere in the world, including emerging markets, and may be rated investment grade, below-investment grade or unrated. The Fund may invest up to 10% in convertible bonds and 10% in contingent convertible bonds. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Iain Stealey 30/01/2015 | ||
Andrew Headley 01/07/2020 | ||
Click here to see others | ||
Inception Date 30/01/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Multiverse TR Hdg GBP | Bloomberg Global Aggregate TR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Bond Opportunities Fund B - Gross Accumulation | 29/02/2024 |
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