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JPMorgan Asian Total Return Bond (mth) - USD

Ranked 10 out of 13 in - Asia Pacific Hard Currency over 36 months
All calculations are in USD unless stated

Managed by

Stephen Chang

Stephen Chang, managing director, is head of the Asian Fixed Income team within the Global Fixed Income (GFI) group. Based in Hong Kong, his team is responsible for managing bond portfolios in the region and is active in Asian credit instruments across investment grade and high yield to local currency bonds and convertibles. In addition, his responsibilities include setting macro and asset allocation strategy as part of the broader emerging market debt team. Prior to joining the JP Morgan in 2004, Stephen worked with the Royal Bank of Scotland in Hong Kong as senior interest rates and derivatives trader. Previously he was based in New York with Fischer Francis Trees & Watts, Inc. as a global fixed income portfolio analyst and was later appointed as a global fixed income portfolio manager. He holds a B.Sc. in computer science from Cornell University, an M.Sc. in management science from Stanford University and is a CFA charterholder.

Objective

To achieve a competitive total return, consisting of capital growth and regular dividend income,through an actively managed portfolio investing primarily in Asian bonds and other debt securities. The Fund may also invest in derivatives such as forward contracts, options, warrants, credit default swaps (“CDS”) and futures for investment purposes and may under limited circumstances as considered appropriate by the Manager and the Investment Manager, hold substantial amounts of its portfolio in cash and cash based instruments.

Showing fund performance in Hong Kong View performance globally

Performance

Asia Pacific Hard Currency over : 31/01/2015 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 4.9% 2.0% 0.8% 1.5% 0.6%
2016 3.9% 2.5% 1.5% 2.0% -2.1%
2015 -0.2% 1.5% -0.9% -1.9% 1.2%
2014 5.0% 1.5% 2.8% 0.3% 0.3%
2013 -0.8% 1.1% -3.5% 0.1% 1.7%
2012 14.0% 5.9% 1.2% 4.2% 2.1%
2011 0.2% 0.3% 1.8% -5.4% 3.6%
2010 12.0% 5.4% -1.2% 6.5% 1.0%
2009 31.6% 7.7% 13.3% 5.9% 2.0%
2008 -19.3% -2.1% 1.1% -6.6% -12.7%
2007 9.6% 4.8% 1.0% 2.1% 1.5%
2006 10.2% 2.1% -0.8% 2.5% 6.2%
2005 0.2% 0.2% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. Hong Kong
  3. Macau
  4. Singapore

Fund Info

  • Launch date18/01/2005
  • Share Class size3,632Mn
  • Base currencyUSD
  • ISIN HK0000055597

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.00%

Related News

JPM launches RMB-hedged share class for Asian bond fund

Addition of RMB marks sixth currency choices offered to investors by US asset management firm.

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