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JPM Global Short Duration Bond D Acc EUR Hgd

Ranked 5 out of 5 in - Global Short Term over 12 months
All calculations are in EUR unless stated

Managed by

Linda Raggi

Linda Raggi, CFA is vice president and member of the Global Fixed Income, Currency & Commodities group at JP Morgan based in London. She joined the firm in 2008 and is a portfolio manager focusing on global aggregate, multi-sector bond strategies for both segregated clients and pooled funds. Linda graduated from Bocconi University with a BSc in International Economics and the Cass Business School in London with an MSc in Banking and International Finance.

Iain Stealey

Born in 1979 in Taplow, on the banks of the River Thames, Iain studied Management Sciences at Loughborough University. He joined JP Morgan in 2002, where he currently co-manages a range of bond funds. Iain holds both IMC and CFA designations and, in his time away from fund management, he enjoys golf, rugby, football and skiing.

Objective

To achieve a return in excess of global short duration bond markets by investing primarily in investment grade global short-term fixed and floating rate debt securities, using derivatives where appropriate. At least 67% of the Sub-Fund’s assets (excluding cash and cash equivalents) will be invested, either directly or through the use of financial derivative instruments, in investment grade short-term debt securities. Issuers of these securities may be located in any country, including emerging markets.

Showing fund performance in Portugal View performance globally

Performance

Global Short Term over : 31/05/2017 - 31/05/2018
  • Rank 5/5 Total Return
  • Rank 1/5 Standard Deviation
  • Rank 3/5 Max Drawdown
Fund Name Currency Return
1 Deutsche Invest I Global Short Duration FDH

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

2 JPM Global Govt Short Duration Bd D Acc EUR EUR

-1.6%

3 Fidelity Funds - Glbl Short Dur Inc A-MDIST-EUR EUR

-1.6%

4 Barclays GA - Global Short Duration Bond M Acc EUR EUR

-1.7%

5 JPM Global Short Duration Bond D Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

Fund Name Currency Risk
1 JPM Global Short Duration Bond D Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

0.4

2 JPM Global Govt Short Duration Bd D Acc EUR EUR

0.4

3 Deutsche Invest I Global Short Duration FDH

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6

4 Barclays GA - Global Short Duration Bond M Acc EUR EUR

1.1

5 Fidelity Funds - Glbl Short Dur Inc A-MDIST-EUR EUR

6.0

Fund Name Currency Loss
1 Deutsche Invest I Global Short Duration FDH

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

2 JPM Global Govt Short Duration Bd D Acc EUR EUR

-1.6%

3 JPM Global Short Duration Bond D Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

4 Barclays GA - Global Short Duration Bond M Acc EUR EUR

-2.1%

5 Fidelity Funds - Glbl Short Dur Inc A-MDIST-EUR EUR

-7.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7%
2017 -1.1% -0.3% -0.2% -0.2% -0.5%
2016 -0.6% 0.3% 0.0% -0.3% -0.6%
2015 -0.6% 0.3% -0.6% -0.1% -0.2%
2014 0.4% 0.3% 0.2% 0.1% -0.2%
2013 0.2% 0.1% -0.4% 0.3% 0.2%
2012 2.6% 1.1% 0.4% 0.8% 0.3%
2011 1.3% 0.0% 0.9% -0.1% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Curacao
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Ireland
  9. Italy
  10. Jersey
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Portugal
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date28/12/2010
  • Share Class size13Mn
  • Base currencyUSD
  • ISIN LU0430495423
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment3

Related News

Euro politicians must act now, says top manager

Talk is cheap, according to JP Morgan’s Iain Stealey, and now is the time to clear up uncertainty over Spain and Italy.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).