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JPM Global High Yield Bond

Ranked 43 out of 66 in - Global High Yield over 12 months
All calculations are in GBP unless stated

Managed by

Robert Cook

Robert Cook is the managing director and head of the fixed income high yield team at JP Morgan, where he has worked since 2004. Prior to joining JP Morgan, he was the co-head of the fixed income process at 40/86 Advisors Inc from 1994. He is a CFA Charterholder.

Tom Hauser

Tom Hauser has been a vice president and portfolio manager at JP Morgan since 2004. Prior to joining JP Morgan, he held the same position at 40/86 Advisors Inc (formerly Conseco Capital Management) from 2001. Before this he worked for Van Kampen Investments. Tom is a Chartered Financial Analyst.

Objective

To provide a high return from a diversified portfolio of bond and other debt securities. The Fund will invest primarily in bond and other debt securities (mainly below investment grade securities or unrated securities) of issuers in developed countries, primarily corporations and banks. The Fund may also invest in bond and other debt securities of issuers of emerging countries. The Fund will aim to hedge non-sterling securities back to sterling.

Showing fund performance in United Kingdom View performance globally

Performance

Global High Yield over : 31/03/2017 - 31/03/2018
  • Rank 43/66 Total Return
  • Rank 47/66 Standard Deviation
  • Rank 41/66 Max Drawdown
Fund Name Currency Return
41 Neuberger Berman Global HY Bond GBP Z (PF) Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

2.0%

42 Oaktree (Lux.) Fds Oaktree Global HY Bd FdH GBP EB

Currency exposure is hedged

Currency exposure is hedged

GBP

2.0%

43 JPM Global High Yield Bond A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.0%

44 Kames High Yield Global Bond A Inc GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

1.9%

45 Royal London Shrt Dur Glo Hi Yield Bd Z Inc GBP

1.8%

Fund Name Currency Risk
46 Mirabaud-Global High Yield Bond-AH Cap GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

47 JPM Global High Yield Bond A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

47 HSBC GIF Global High Yield Bond ZQHD GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

49 Barings Global High Yield Bond D GBP Acc GBP

2.6

Fund Name Currency Loss
39 Loomis Sayles Institutional High Income Fund HSAG

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.8%

40 Old Mutual Monthly Inc High Yield Bd X GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.8%

41 JPM Global High Yield Bond A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

42 Janus Henderson Global High Yield - Uacc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

43 Investec Monthly High Income A Inc2 GBP GBP

-1.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7%
2017 5.9% 2.1% 2.2% 1.2% 0.4%
2016 14.3% 2.2% 5.0% 5.3% 1.2%
2015 -4.8% 1.7% 0.5% -4.7% -2.3%
2014 1.9% 2.6% 1.9% -2.5% 0.0%
2013 6.7% 2.7% -1.4% 2.3% 2.9%
2012 15.0% 5.4% 0.9% 4.7% 3.4%
2011 4.7% 3.3% 0.3% -4.5% 5.8%
2010 13.1% 3.4% 0.5% 5.4% 3.3%
2009 51.2% 4.1% 21.5% 13.7% 5.2%
2008 -26.9% -1.9% 2.7% -5.8% -23.1%
2007 3.4% 2.5% 0.2% 1.4% -0.7%
2006 9.0% 2.8% -1.6% 3.6% 4.1%
2005 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date01/09/1999
  • Share Class size29Mn
  • Base currencyGBP
  • ISIN GB0008350976
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.10%
  • Initial investment0

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