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JPM Unconstrained Bond Inclusive - Class A - Income (GBP)

Sell:52.90p Buy:52.90p Change: 0.05p (0.09%)
Prices as at 3 April 2020
Sell:52.90p
Buy:52.90p
Change: 0.05p (0.09%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 3 April 2020
Sell:52.90p
Buy:52.90p
Change: 0.05p (0.09%)
Prices as at 3 April 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments, we believe the Wealth 50 is a good place to start. View funds on the Wealth 50 »

Our view on the sector

Strategic bond funds have the freedom to invest across the fixed-interest spectrum, from traditional government and corporate bonds to higher-risk high-yield bonds. They can also invest up to 20% of the fund overseas and potentially benefit from currency movements. But this relies on the skill of the fund manager in making the right calls. Given the huge flexibility fund managers in this sector have, each fund should be judged on its own merits. Some focus on generating an income while others try to grow investors' money, or shelter it when times get tougher.

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

03/04/15 to 03/04/16 03/04/16 to 03/04/17 03/04/17 to 03/04/18 03/04/18 to 03/04/19 03/04/19 to 03/04/20
Annual return -1.24% 4.71% 0.54% -0.34% -1.73%

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: Bob Michele
Manager start date: 6 May 2009
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.

manager photo
Manager Name: Iain Stealey
Manager start date: 6 May 2009
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.

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 an ISA, Lifetime ISA, SIPP or Fund & Share Account