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JPM US High Yield Plus Bond A Acc EUR Hdg

Ranked 15 out of 32 in - US Dollar High Yield over 12 months
All calculations are in EUR unless stated

Managed by

James E Gibson

Based in Cincinnati, James Gibson is a managing director and member of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management. He is the head trader and co-portfolio manager for the Cincinnati High Yield team and is responsible for overseeing all high yield trading for the group. He joined the firm in 1988 and prior to this, he worked at Banc One High Yield Partners LLC. James graduated from the University of Cincinnati, College of Business Administration with a BSc in Finance.

William J Morgan

William Morgan is a managing director and member of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management, based in Cincinnati. He is a team leader and senior portfolio manager for the Cincinnati High Yield team and is responsible for overseeing high yield, loans and distressed strategies. He joined the firm in 1984 and prior to this worked at One High Yield Partners LLC. William graduated from Kenyon College with a BA in History and the Xavier University with an MBA.

James P Shanahan Jr.

James Shanahan is a managing director and a member of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management based in Cincinnati. He is the team leader and senior portfolio manager for the Cincinnati High Yield team and focuses on higher risk credits, including leveraged loans, distressed and special situations investments in high yield mandates. He joined the firm in 1986 and prior to this, he worked at Banc One High Yield Partners LLC. James graduated from Xavier University and the University of Cincinnati, College of Law with a JD.

Objective

To achieve a return in excess of US bond markets by investing primarily in below investment grade USD denominated debt securities, using financial derivative instruments 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 below investment grade USD denominated debt securities, issued or guaranteed by companies that are Domiciled in, or carrying out the main part of their economic activity, in the US.

Showing fund performance in Belgium View performance globally

Performance

US Dollar High Yield over : 31/01/2017 - 31/01/2018
  • Rank 15/32 Total Return
  • Rank 13/32 Standard Deviation
  • Rank 14/32 Max Drawdown
Fund Name Currency Return
13 TCW Funds - Metwest High Yield Bond Fd AEHE Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

3.2%

14 NN (L) Asian High Yield P Cap EUR Hdgi

Currency exposure is hedged

Currency exposure is hedged

EUR

3.0%

15 JPM US High Yield Plus Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.8%

16 Muzinich Americayield Hedged EUR Acc R

Currency exposure is hedged

Currency exposure is hedged

EUR

2.8%

17 Invesco US High Yield Bond A Acc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6%

Fund Name Currency Risk
11 SKY Harbor GF US High Yield A h EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

12 Pioneer SICAV US High Yield A Hdg ND EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

13 JPM US High Yield Plus Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

14 AXA WF US High Yield Bonds A EUR Hedged C

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

15 Allianz US High Yield - AT (H2-EUR) - EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0

Fund Name Currency Loss
12 Federated High Income Advantage A EUR ACC

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

12 Nordea 1 - US High Yield Bond HB EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

14 JPM US High Yield Plus Bond A Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

15 Franklin High Yield I (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

16 Neuberger Berman Short Dur HY Bd EUR I Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 4.4% 1.9% 1.2% 1.4% -0.1%
2016 12.7% 2.2% 4.7% 4.2% 1.2%
2015 -5.7% 2.2% -0.1% -5.2% -2.6%
2014 1.8% 2.6% 2.4% -2.2% -1.0%
2013 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Curacao
  5. Denmark
  6. France
  7. Italy
  8. Jersey
  9. Luxembourg
  10. Spain
  11. Sweden
  12. Switzerland

Fund Info

  • Launch date06/03/2012
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0749326814
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment35,000
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0.85

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