JPMorgan Funds - Global Bond Opportunities Sustainable Fund C (acc) - USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.8 | 1.6 | 5.5 | 0.6 | 1.0 | |
+/-Cat | 2.5 | 0.4 | 2.5 | -1.2 | -1.1 | |
+/-B’mrk | 2.5 | 2.1 | 5.5 | -0.5 | 0.1 | |
Category: Global Flexible Bond - USD Hedged | ||||||
Category Benchmark: Bloomberg Global Aggregate ... |
Key Stats | ||
NAV 19/04/2024 | USD 107.89 | |
Day Change | 0.03% | |
Morningstar Category™ | Global Flexible Bond - USD Hedged | |
ISIN | LU2051033335 | |
Fund Size (Mil) 19/04/2024 | USD 1049.47 | |
Share Class Size (Mil) 19/04/2024 | USD 33.67 | |
Max Initial Charge | - | |
Ongoing Charge 07/03/2024 | 0.65% |
Investment Objective: JPMorgan Funds - Global Bond Opportunities Sustainable Fund C (acc) - USD |
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 | Bloomberg Global Aggregate TR Hdg USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Funds - Global Bond Opportunities Sustainable Fund C (acc) - USD | 31/03/2024 |
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