Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JPM Global High Yield Bond

Ranked 8 out of 41 in - Global High Yield over 12 months
All calculations are in EUR 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

The Sub-Fund aims o achieve a return in excess of global bond markets by investing primarily in global below investment grade corporate debt securities, using financial derivative instruments where appropriate. At least 67% of the Sub-Fund's assets (excluding cash and cash equivalents) will be invested, either directly or through the use of financial derivative instruments, in below investment grade corporate debt securities. Issuers of these securities may be located in any country, including emerging markets. The Sub-Fund may invest in unrated debt securities.

Showing fund performance in Norway View performance globally

Performance

Global High Yield over : 31/08/2017 - 31/08/2018
  • Rank 8/41 Total Return
  • Rank 9/41 Standard Deviation
  • Rank 8/41 Max Drawdown
Fund Name Currency Return
6 ABSALON - Global H.YLD.-I EUR EUR

1.6%

7 SEB Sustainable High Yield D EUR EUR

1.6%

8 JPM Global High Yield Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1%

9 BNY Mellon Gl Sh Dated Hg Yld Bd EUR I Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8%

10 Nomura Funds Ireland-Global High Yield Bond A EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6%

Fund Name Currency Risk
7 Oaktree (Lux.) Fds Oaktree Global HY Bd FdH EUR B

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

8 Nomura Funds Ireland-Global High Yield Bond A EURH

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

9 JPM Global High Yield Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

10 M&G Global Floating Rate High Yield EUR A-H Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

11 Goldman Sachs Glo High Yield Pf OCS EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.2

Fund Name Currency Loss
7 SEB Sustainable High Yield D EUR EUR

-1.9%

8 AXA WF Global High Yield Bonds A C EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

8 JPM Global High Yield Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

10 BlueBay Global High Yield Bond B EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

10 NN (L) Global High Yield P Cap EUR Hdgiii

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% 0.8%
2017 4.6% 1.8% 1.7% 1.0% 0.1%
2016 12.7% 2.2% 4.2% 5.1% 0.7%
2015 -5.1% 1.8% -0.3% -4.6% -2.0%
2014 1.6% 2.4% 1.8% -2.6% 0.0%
2013 6.2% 2.6% -1.8% 2.5% 2.8%
2012 14.0% 4.7% 1.1% 4.9% 2.6%
2011 4.3% 3.2% 0.5% -4.9% 5.8%
2010 13.4% 3.2% 0.1% 6.0% 3.6%
2009 50.5% 1.9% 22.9% 13.9% 5.5%
2008 -36.8% -2.5% 1.7% -7.2% -31.4%
2007 1.2% 2.0% -0.3% 0.9% -1.3%
2006 6.5% 2.1% -1.8% 2.9% 3.3%
2005 2.2% -2.0% 3.0% 0.4% 0.9%
2004 8.6% 1.5% -1.5% 5.3% 3.2%
2003 20.4% 5.4% 6.4% 2.0% 5.3%
2002 1.5% 2.1% -4.2% -1.1% 4.9%
2001 -0.9% 2.4% -3.4% -6.6% 7.1%
2000 1.6% 0.6% -2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Czech Republic
  6. Denmark
  7. Finland
  8. France
  9. Germany
  10. Greece
  11. Hungary
  12. Ireland
  13. Italy
  14. Jersey
  15. Korea
  16. Luxembourg
  17. Netherlands
  18. Norway
  19. Slovakia
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Kingdom

Fund Info

  • Launch date24/03/2000
  • Share Class size127Mn
  • Base currencyUSD
  • ISIN LU0108415935
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.85%
  • Initial investment3.00%

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