JPM Global Bond Opportunities Sustainable C (acc) - EUR (hedged)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 12.7 | -6.4 | -3.3 | 1.9 | -3.1 | |
+/-Cat | 3.7 | 0.3 | 2.0 | -1.4 | -1.4 | |
+/-B’mrk | 2.4 | 2.2 | 6.4 | 0.0 | 0.5 | |
Category: Global Flexible Bond - EUR Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 16/05/2024 | EUR 101.71 | |
Day Change | 0.18% | |
Morningstar Category™ | Global Flexible Bond - EUR Hedged | |
ISIN | LU2051033418 | |
Fund Size (Mil) 16/05/2024 | USD 1088.78 | |
Share Class Size (Mil) 16/05/2024 | EUR 42.65 | |
Max Initial Charge | - | |
Ongoing Charge 07/03/2024 | 0.65% |
Investment Objective: JPM Global Bond Opportunities Sustainable C (acc) - EUR (hedged) |
To achieve a return in excess of the benchmark by investing opportunistically in an unconstrained portfolio of debt securities (positively positioned towards Debt Securities with positive E/S characteristics and debt securities issued by companies and countries that demonstrate improving E/S characteristics) and currencies, using derivatives where appropriate. Debt Securities with positive E/S characteristics are those that the Investment Manager believes have been issued by companies and countries that demonstrate effective governance and superior management of environmental and social issues (sustainable characteristics). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Iain Stealey 08/11/2019 | ||
Andrew Headley 01/07/2020 | ||
Click here to see others | ||
Inception Date 08/11/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Multiverse TR Hdg USD | Morningstar Gbl Core Bd GR Hdg EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Bond Opportunities Sustainable C (acc) - EUR (hedged) | 31/03/2024 |
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