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JPMorgan SAR Global Bond Fund - Class A

Ranked 28 out of 36 in - Global over 12 months
All calculations are in USD unless stated

Managed by

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 provide investors with long term capital growth in US dollar terms through a portfolio consisting primarily of international bonds of developed markets.

Showing fund performance in Hong Kong View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018
  • Rank 28/36 Total Return
  • Rank 9/36 Standard Deviation
  • Rank 10/36 Max Drawdown
Fund Name Currency Return
26 BGF Global Government Bond A2 USD USD

0.4%

27 BGF World Bond A2 USD

Currency exposure is hedged

Currency exposure is hedged

USD

0.3%

28 JPMorgan SAR Global Bond Fund - Class A USD

0.2%

29 HSBC GIF Global Bond AD USD USD

0.2%

30 Hang Seng Global Bond Fund Acc A USD

0.1%

Fund Name Currency Risk
7 JPMorgan Global Bond (san) - USD USD

1.5

7 AB SICAV I-Global Plus Fixed Income Pf I2 USD USD

1.5

9 JPMorgan SAR Global Bond Fund - Class A USD

1.6

10 Schroder ISF Global Bond USD Hedged A Acc

Currency exposure is hedged

Currency exposure is hedged

USD

1.6

11 PIMCO GIS Global Bond Inst USD Acc

Currency exposure is hedged

Currency exposure is hedged

USD

1.6

Fund Name Currency Loss
8 BGF World Bond A2 USD

Currency exposure is hedged

Currency exposure is hedged

USD

-0.9%

9 BGF Global Government Bond A2 USD USD

-0.9%

10 JPMorgan SAR Global Bond Fund - Class A USD

-0.9%

11 JPM Income Fund A Acc USD USD

-1.0%

11 Pinebridge Global Funds - Global Bond Y USD

-1.0%

11 Legg Mason WA Short Duration HI Bd A Acc USD USD

-1.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2%
2017 2.6% 0.5% 1.0% 0.3% 0.8%
2016 3.1% 3.4% 2.2% 0.5% -2.9%
2015 -0.3% 1.8% -3.0% 1.2% -0.2%
2014 4.4% 2.2% 2.1% -2.1% 2.1%
2013 -2.8% -1.7% -2.8% 2.1% -0.4%
2012 3.9% 0.8% 0.7% 2.8% -0.5%
2011 5.5% 0.7% 2.7% 1.7% 0.4%
2010 4.4% -0.2% 0.6% 6.0% -2.0%
2009 3.2% -2.4% 2.6% 4.4% -1.3%
2008 7.5% 5.6% -3.4% -2.1% 7.8%
2007 7.9% 1.0% -1.0% 4.8% 3.0%
2006 4.0% -0.7% 1.7% 1.9% 1.1%
2005 -3.2% -1.4% 0.1% -0.7% -1.3%
2004 6.4% 1.8% -2.6% 2.4% 4.9%
2003 10.0% 2.5% 3.6% 1.0% 2.6%
2002 13.7% -1.0% 6.9% 3.9% 3.4%
2001 3.9% 0.4% -0.8% 5.1% -0.7%
2000 7.1% 2.0% 0.9% -0.3% 4.4%
1999 -4.6% -2.4% -1.8% -0.3% -0.2%
1998 -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date16/09/1998
  • Share Class size522Mn
  • Base currencyUSD
  • ISIN HK0000013794

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.8

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