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JPM Global Short Duration Bond A Acc EUR Hdg

Ranked 6 out of 7 in - Global Short Term over 12 months
All calculations are in EUR unless stated

Managed by

Linda Raggi

Linda Raggi, CFA is vice president and member of the Global Fixed Income, Currency & Commodities group at JP Morgan based in London. She joined the firm in 2008 and is a portfolio manager focusing on global aggregate, multi-sector bond strategies for both segregated clients and pooled funds. Linda graduated from Bocconi University with a BSc in International Economics and the Cass Business School in London with an MSc in Banking and International Finance.

Iain Stealey

Born in 1979 in Taplow, on the banks of the River Thames, Iain studied Management Sciences at Loughborough University. He joined JP Morgan in 2002, where he currently co-manages a range of bond funds. Iain holds both IMC and CFA designations and, in his time away from fund management, he enjoys golf, rugby, football and skiing.

Objective

To achieve a return in excess of global short duration bond markets by investing primarily in investment grade global short-term fixed and floating rate debt securities, using derivatives 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 investment grade short-term debt securities. Issuers of these securities may be located in any country, including emerging markets.

Showing fund performance in Netherlands View performance globally

Performance

Global Short Term over : 30/06/2017 - 30/06/2018
  • Rank 6/7 Total Return
  • Rank 5/7 Standard Deviation
  • Rank 6/7 Max Drawdown
Fund Name Currency Return
3 ASR Geldmarkt Fonds EUR

-0.9%

4 Deutsche Invest I Global Short Duration FDH

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

5 JPM Global Govt Short Duration Bd A Acc EUR EUR

-1.2%

6 JPM Global Short Duration Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

7 Fidelity Funds - Glbl Short Dur Inc A-MDIST-EUR EUR

-2.0%

Fund Name Currency Risk
3 ASR Geldmarkt Fonds EUR

0.5

4 Deutsche Invest I Global Short Duration FDH

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5

5 JPM Global Short Duration Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6

6 HSBC GIF Global Short Duration HY Bond IC EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8

7 Fidelity Funds - Glbl Short Dur Inc A-MDIST-EUR EUR

6.0

Fund Name Currency Loss
3 HSBC GIF Global Short Duration HY Bond IC EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

4 Deutsche Invest I Global Short Duration FDH

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

5 JPM Global Govt Short Duration Bd A Acc EUR EUR

-1.2%

6 JPM Global Short Duration Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

7 Fidelity Funds - Glbl Short Dur Inc A-MDIST-EUR EUR

-7.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% -0.4%
2017 -0.8% -0.1% -0.1% -0.1% -0.4%
2016 -0.3% 0.4% 0.0% -0.1% -0.5%
2015 -0.3% 0.4% -0.5% 0.0% -0.1%
2014 0.7% 0.4% 0.1% 0.3% -0.1%
2013 0.5% 0.1% -0.4% 0.4% 0.4%
2012 2.9% 1.1% 0.4% 0.9% 0.4%
2011 1.7% 0.0% 1.0% 0.0% 0.7%
2010 1.8% 1.3% -0.4% 1.1% -0.1%
2009 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date21/07/2009
  • Share Class size11Mn
  • Base currencyUSD
  • ISIN LU0430494962
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.60%
  • Initial investment0.60%

Related News

Euro politicians must act now, says top manager

Talk is cheap, according to JP Morgan’s Iain Stealey, and now is the time to clear up uncertainty over Spain and Italy.

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