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JPMorgan Global Bond Opportunities Class A - Income (GBP)

Sell:51.06p Buy:51.06p Change: 0.02p (0.04%)
Prices as at 25 February 2021
Sell:51.06p
Buy:51.06p
Change: 0.02p (0.04%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 25 February 2021
Sell:51.06p
Buy:51.06p
Change: 0.02p (0.04%)
Prices as at 25 February 2021
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector can invest in government and corporate bonds issued globally. And they can often be denominated in overseas currencies. Foreign currencies boost performance if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true when sterling strengthens. These funds can be very different from each other. Some focus on generating income, others try to shelter investors' money during the bad times and might not generate any income. We think there are only a handful of investors with the skill to successfully manage a fund in this sector.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

25/02/16 to 25/02/17 25/02/17 to 25/02/18 25/02/18 to 25/02/19 25/02/19 to 25/02/20 25/02/20 to 25/02/21
Annual return 11.00% 2.60% -0.41% 7.31% 4.14%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Iain Stealey
Manager start date: 30 January 2015
Manager located in: London

Iain Stealey, CFA, managing director, is the International Chief Investment Officer and head of Global Aggregate Strategies within the Global Fixed Income, Currency and Commodities (GFICC) group. Based in London, he is a portfolio manager focusing on multi-sector bond strategies for both segregated clients and pooled funds. Within the Global Aggregate team, Iain was previously responsible for the portfolio management of enhanced cash and short duration portfolios. An employee since 2002, he obtained a B.Sc. in Management Science from Loughborough University. Iain is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.

manager photo
Manager Name: Bob Michele
Manager start date: 30 January 2015
Manager located in: London

Bob Michele, managing director, is the Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities group.  Bob is a member of the Asset & Wealth Management Investment Committee, the Asset & Wealth Management Operating Committee and the Asset Management Operating Committee.  He also chairs the GFICC Investment Strategy Committee and the GFICC Operating Committee.  Prior to joining the firm in 2008, Bob was at Schroder Investment Management for ten years, most recently serving as the global head of fixed income in London.  Previously, Bob was a managing director at BlackRock from 1995 to 1998, responsible for managing core bond portfolios and developing credit strategies across all client mandates.  Prior to that, he was at FirstBoston Asset Management as head of their U.S. fixed income business.  Bob began his career at Bankers Trust Company and Brown Brothers Harriman.  He holds a B.A. in classics from the University of Pennsylvania, is a CFA Charterholder and has the Investment Management Certificate of the UK Society of Investment Professionals.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account