Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

JPM Europe High Yield Bond A Inc 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 below investment grade European and non-European bonds denominated in European currencies and other debt securities, using derivative strategies where appropriate. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested, either directly or through theuse of financial derivative instruments, in below investment grade debt securities, which are denominated in a Europeancurrency 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 : 31/10/2016 - 31/10/2017
  • Rank 13/21 Total Return
  • Rank 15/21 Standard Deviation
  • Rank 13/21 Max Drawdown
Fund Name Currency Return
11 M&G European High Yield Bond A Euro Acc EUR

7.1%

12 Oaktree (Lux) Fds-Oaktree European Hi Yld Bond IB EUR

6.9%

13 JPM Europe High Yield Bond A Inc EUR EUR

6.9%

14 Morgan Stanley European Curr High Yield Bd ADX EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

6.8%

15 Robeco European High Yield Bonds DH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

6.7%

Fund Name Currency Loss
11 NN (L) European High Yield I Cap EUR Hii

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

12 M&G European HighYield Credit Investment A EUR Cap EUR

-0.7%

13 JPM Europe High Yield Bond A Inc EUR EUR

-0.8%

14 T Rowe European High Yield Bond A EUR EUR

-0.8%

15 Robeco European High Yield Bonds DH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.2% 1.7% 1.7%
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. Estonia
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Ireland
  11. Italy
  12. Jersey
  13. Liechtenstein
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date11/09/1998
  • Share Class size87Mn
  • Base currencyEUR
  • ISIN LU0091079839

Purchase Info

  • Min. initial investment0
  • 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).