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JPM Europe High Yield Bond A Dis EUR

Ranked 13 out of 21 in - Europe High Yield over 12 months
All calculations are in EUR unless stated

Managed by

Peter Aspbury

Peter Aspbury is a managing director and member of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management based in London. He is the head portfolio manager in the European high yield team. Peter joined the firm in 2010 and prior to this was the head of high yield research at European Credit Management. He graduated from the London School of Economics with an MSc in European Studies and the Cornell University’s Johnson School with an MBA.

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.

Objective

To achieve a return in excess of European bond markets by investing primarily in European and non-European below investment grade bonds denominated in European currencies and other debt securities, using financial derivative instruments where appropriate. At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested, either directly or through the use of financial derivative instruments, in below investment grade debt securities, which are denominated in a European currency or which are issued or guaranteed by companies that are domiciled in, or carrying out the main part of their economic activity in, a European country.

Showing fund performance in Norway View performance globally

Performance

Europe High Yield over : 30/04/2017 - 30/04/2018
  • Rank 13/21 Total Return
  • Rank 17/21 Standard Deviation
  • Rank 13/21 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
2017 5.0% 1.2% 1.7% 1.7% 0.4%
2016 8.3% 1.9% 1.0% 3.3% 1.9%
2015 1.8% 2.9% -1.8% -1.9% 2.7%
2014 5.5% 2.9% 2.5% -0.7% 0.7%
2013 8.5% 0.8% -0.4% 3.7% 4.2%
2012 22.3% 9.9% -0.8% 5.5% 6.4%
2011 -2.2% 3.2% 0.8% -11.2% 5.9%
2010 13.7% 6.8% -2.4% 6.0% 2.9%
2009 68.9% 4.0% 28.0% 22.6% 3.5%
2008 -39.8% -6.7% 1.2% -7.9% -30.7%
2007 -3.5% 1.4% 0.3% -1.9% -3.3%
2006 7.8% 1.7% 0.0% 2.7% 3.2%
2005 4.2% 0.3% 0.7% 2.1% 1.0%
2004 8.4% 2.0% 1.0% 2.8% 2.4%
2003 15.0% 4.3% 6.5% 0.4% 3.1%
2002 -10.1% -7.3% -2.9% -5.8% 6.1%
2001 -13.4% 0.4% -7.4% -11.4% 5.1%
2000 -5.0% 4.4% -1.8% -1.4% -6.0%
1999 -0.6% 1.3% -0.6% -2.3% 1.0%
1998 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Curacao
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Ireland
  12. Italy
  13. Jersey
  14. Liechtenstein
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date11/09/1998
  • Share Class size86Mn
  • Base currencyUSD
  • ISIN LU0091079839

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment3

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