JPM Global Bond Opportunities
Class C - Income (GBP)





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Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
The JPMorgan Global Bond Opportunities fund aims to achieve a balance between income and capital growth over the long term (at least five years). To do this, it invests in lots of different bonds issued by companies and governments all over the world. This gives investors highly diversified bond investments within a single fund.
Bob Michele and Iain Stealey are experienced fixed income (bond) investors who we think are well placed to make the most of JPMorgan’s global bond capabilities. They’re supported by four further fund managers who specialise in different parts of global bond markets and choose which specific bonds to invest in.
The fund could act as a core holding for a bond focused investment portfolio, diversify a portfolio focused on growth, a portfolio seeking income, or one focused on company shares.
The fund invests in high yield bonds, emerging markets, currencies and uses derivatives, all of which add risk.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
14/07/20 to 14/07/21 | 14/07/21 to 14/07/22 | 14/07/22 to 14/07/23 | 14/07/23 to 14/07/24 | 14/07/24 to 14/07/25 | |
---|---|---|---|---|---|
Annual return | 5.59% | -8.64% | 4.91% | 5.12% | 6.91% |
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
