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JPMorgan Income Opportunity Inclusive - Class A - Income (Hedged GBP)

Sell:8,166.00p Buy:8,453.00p Change: 2.00p (0.02%)
Prices as at 25 February 2021
Sell:8,166.00p
Buy:8,453.00p
Change: 2.00p (0.02%)
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:8,166.00p
Buy:8,453.00p
Change: 2.00p (0.02%)
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

Our view on the sector for this fund is not available.

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 10.35% 0.07% -0.11% 0.49% 0.06%

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 Name: Jeffrey Wheeler
Manager start date: 16 April 2018
Manager located in: TBC

Jeffrey C. Wheeler, managing director, is a portfolio manager for the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management. Prior to joining the firm, he was Head of Securitized Credit at Smith Breeden Associates. Jeff holds a B.S. in business administration from Appalachian State University, an M.B.A. in investment management from the University of North Carolina, and is a CFA charterholder.

manager photo
Manager Name: Bill Eigen
Manager start date: 19 July 2007
Manager located in: no data

William H. Eigen III, managing director, is the head of the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management. Prior to joining the firm in 2008, Bill headed Highbridge Capital Management's Fixed Income Group and spent 12 years at Fidelity Investments as an analyst and lead portfolio manager, where he managed approximately $10 billion across a number of multi-sector mutual funds and institutional products, including the $8 billion Fidelity Strategic Income Fund. Bill began his career in 1990 as a Group Pension Investment consultant in the Retirement and Investment Services Group at CIGNA, where he completed his tenure as a Stable Value (GIC) Investment manager, focusing specifically on the development of dedicated fixed-income portfolio management strategies. He holds a B.S. in finance from the University of Rhode Island and is a CFA charterholder. Bill has served on the Board of Directors of the Boston Security Analysts Society and is a current member of its Education Board.

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