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JPM Global High Yield Bond

Ranked 22 out of 56 in - Global High Yield over 36 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.

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Performance

Global High Yield over : 30/09/2015 - 30/09/2018
  • Rank 22/56 Total Return
  • Rank 38/56 Standard Deviation
  • Rank 42/56 Max Drawdown
Fund Name Currency Return
20 OYSTER Global High Yield C EUR HP

Currency exposure is hedged

Currency exposure is hedged

EUR

16.1%

21 Candriam Bonds Global High Yield I Cap EUR

16.0%

22 JPM Global High Yield Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

16.0%

23 Hermes Global High Yield Credit F EUR Acc EUR

15.7%

24 HSBC GIF Global High Yield Bond IH EUR C

Currency exposure is hedged

Currency exposure is hedged

EUR

14.6%

Fund Name Currency Risk
36 Robeco High Yield Bonds DH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

4.7

37 BGF Global High Yield Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

4.7

38 JPM Global High Yield Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

4.8

39 Schroder ISF Global High Yield EUR Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.8

40 SLI Glo SICAV Global High Yield Bond A Acc EUR H

Currency exposure is hedged

Currency exposure is hedged

EUR

4.8

Fund Name Currency Loss
40 Nordea 1 - Global High Yield Bond HBI EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.0%

41 Putnam Global High Yield Bond E EUR EUR

-6.2%

42 JPM Global High Yield Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.4%

43 NN Hoog Dividend Obligatie Fonds

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.4%

44 BGF Global High Yield Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.4%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% 0.8% 1.5%
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 size128Mn
  • 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).