JPM Global High Yield Bond
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.
Performance
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Rank 43/66 Total Return
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Rank 47/66 Standard Deviation
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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% |
| View full league table | |||
| 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 |
| View full league table | |||
| 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% |
| View full league table | |||
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
- Jersey
- United Kingdom
Fund Info
- Launch date01/09/1999
- Share Class size29Mn
- Base currencyGBP
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ISIN GB0008350976 - Currency exposure is hedged
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment100
Charges
- Annual management1.10%
- Initial investment0