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JPMorgan Sterling Corporate Bond Inclusive - Class A - Accumulation (GBP)

Sell:105.10p Buy:105.10p Change: 0.1p (0.10%)
Prices as at 22 September 2021
Sell:105.10p
Buy:105.10p
Change: 0.1p (0.10%)
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 22 September 2021
Sell:105.10p
Buy:105.10p
Change: 0.1p (0.10%)
Prices as at 22 September 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 invest mainly in 'investment grade bonds'. These are issued by companies that are more likely to be able to repay their debts to bondholders. As such, they tend to offer lower yields than bonds issued by companies that are less likely to be able to pay off their debts. Corporate bonds have generally performed well since the 2008 financial crisis. With interest rates on cash so low, they've appealed to income investors. This has pushed up bond prices, but means their yields have also fallen. Some suggest there is now less value in this area of the market. We think that with interest rates likely to stay lower for longer, a corporate bond fund could be a good addition to a diversified portfolio invested to generate income.

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

21/09/16 to 21/09/17 21/09/17 to 21/09/18 21/09/18 to 21/09/19 21/09/19 to 21/09/20 21/09/20 to 21/09/21
Annual return 0.28% -0.85% 9.00% 5.48% -0.28%

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: Usman Naeem
Manager start date: 1 August 2015
Manager located in: London

Usman Naeem, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in London, he is a senior portfolio manager within the European Investment Grade Corporate Credit Team and is responsible for managing credit exposure across client portfolios. An employee since 2005, Usman was most recently a senior portfolio manager for J.P. Morgan Proprietary Strategies specialising in European corporate credit.  Prior to that was in the Corporate & Investment Bank (CIB) where he was responsible for managing the global credit portfolio of the credit exotics business and managed a team of three traders.  Before joining the firmUsman spent three years at Dresdner Bank in interest rate exotics trading and credit trading where he managed the municipal loan portfolio. Usman holds a B.Sc. (Hons) in economics from the University of Cardiff and M.Sc. in finance fromISMA, University of Reading.

manager photo
Manager Name: Andreas Michalitsianos
Manager start date: 1 April 2013
Manager located in: London

Andreas Michalitsianos, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in London, he is a portfolio manager within the Global Investment Grade Corporate Credit Team, focusing on sterling, European and unconstrained bond portfolios. An employee since 2002, Andreas previously worked as a portfolio manager in the Long Duration group in New York where he managed a range of strategies including credit, government and inflation protected bond mandates.  Andreas received a B.Sc. (Hons.) in Biochemistry from the University of Warwick in England. He is a CFA charterholder and holds the Investment Management Certificate from 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