JPM Global Bond Opportunities Sustainable C (dist) - GBP (hedged)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -7.3 | 5.7 | -1.3 | |
+/-Cat | - | - | 1.6 | -1.4 | -1.1 | |
+/-B’mrk | - | - | 6.2 | -0.1 | 0.5 | |
Category: Global Flexible Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... |
Key Stats | ||
NAV 16/05/2024 | GBP 93.80 | |
Day Change | 0.21% | |
Morningstar Category™ | Global Flexible Bond - GBP Hedged | |
IA (formerly IMA) Sector | - | |
ISIN | LU2402381441 | |
Fund Size (Mil) 16/05/2024 | USD 1088.78 | |
Share Class Size (Mil) 16/05/2024 | GBP 17.67 | |
Max Initial Charge | - | |
Ongoing Charge 07/03/2024 | 0.65% |
Investment Objective: JPM Global Bond Opportunities Sustainable C (dist) - GBP (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 08/11/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Multiverse TR Hdg USD | Morningstar Gbl Core Bd GR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Bond Opportunities Sustainable C (dist) - GBP (hedged) | 31/03/2024 |
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