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JPM Strategic Bond A Acc

Ranked 56 out of 57 in - Sterling Strategic Bond over 12 months
All calculations are in GBP

Managed by

Nick Gartside

Iain Stealey

Born in 1979 in Taplow, on the banks of the River Thames, Iain studied Management Sciences at Loughborough University. He joined JP Morgan in 2002, where he currently co-manages a range of bond funds. Iain holds both IMC and CFA designations and, in his time away from fund management, he enjoys golf, rugby, football and skiing.

Robert Michele

Objective

To maximise returns by investing primarily in a global portfolio of fixed and floating rate debt securities. The Fund may invest in developed and emerging market countries and hold investment grade, non-investment grade and unrated bonds. The Fund may have a concentrated portfolio and may have a significant exposure to any one country, sector or issuer, which may include emerging markets and non-investment grade or unrated bonds, at any time.

Performance

Sterling Strategic Bond over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 1.4% 0.9% 0.8% -0.2%
2013 1.5% 0.1% -1.8% 0.7% 2.5%
2012 6.4% 3.2% -0.5% 2.1% 1.5%
2011 2.0% 1.2% -0.1% -1.3% 2.2%
2010 7.5% 3.3% -1.3% 2.9% 2.5%
2009 15.9% 4.6% 6.9% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date06/05/2009
  • Share Class size42Mn
  • Base currencyGBP
  • ISIN GB00B3RJ9B43

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment100

Charges

  • Annual management1.0%
  • Initial investment3

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).