JPM Global Bond Opportunities Fund B - Gross Accumulation

Performance History30/06/2020
Growth of 1,000 (GBP) Advanced Graph
JPM Global Bond Opportunities Fund B - Gross Accumulation
Fund7.25.5-2.49.00.2
+/-Cat1.40.90.50.90.5
+/-B’mrk3.53.5-2.52.6-3.3
 
Key Stats
NAV
13/07/2020
 GBP 1.18
Day Change 1.20%
Morningstar Category™ Global Flexible Bond - GBP Hedged
IA (formerly IMA) Sector £ Strategic Bond
ISIN GB00BV9GHV51
Fund Size (Mil)
13/07/2020
 GBP 84.62
Share Class Size (Mil)
13/07/2020
 GBP 0.06
Max Initial Charge -
Ongoing Charge
01/01/2020
  0.80%
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 utilizing the firm’s wide range of resources, leading to an upgrade in the Process Pillar rating to...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAverage
ParentAbove Average
ProcessAbove Average
Performance
Price
Investment Objective: JPM Global Bond Opportunities Fund B - Gross Accumulation
The fund seeks to provide income and long-term capital growth by investing opportunistically in an unconstrained global portfolio consisting primarily of fixed and floating rate Debt Securities.
Returns
Trailing Returns (GBP)13/07/2020
YTD0.94
3 Years Annualised3.05
5 Years Annualised3.34
10 Years Annualised-
12 Month Yield 2.80
Management
Manager Name
Start Date
Iain Stealey
30/01/2015
Robert Michele
30/01/2015
Inception Date
30/01/2015
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
BBgBarc Multiverse TR Hdg GBPBBgBarc Global Aggregate TR Hdg GBP
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  JPM Global Bond Opportunities Fund B - Gross Accumulation31/05/2020
Fixed Income
Effective Maturity-
Effective Duration-
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Stock0.000.000.00
Bond88.300.2188.09
Property0.000.000.00
Cash10.133.626.51
Other4.870.034.84

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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