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JPMorgan Total Return Fund;I

Ranked 30 out of 54 in Core Plus Bond Funds over 36 months

All calculations are in USD unless stated

The Fund seeks to provide high total return. The Fund invests in debt investments, including asset-backed and mortgage-backed securities, U.S. government securities, and corporate debt securities that it believes have the potential to provide a high total return. These securities may be of any maturity.

Managed by

sector performance

Core Plus Bond Funds
Rank Fund Name Currency Risk
27 Pacific Funds Core Income;A USD 2.8
28 JPMorgan Total Return Fund;I USD 2.8
29 Franklin Total Return Fund;A USD 2.8
29 Virtus Newfleet Bond Fund;I USD 2.8
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Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6%
2017 4.2% 1.2% 1.6% 0.9% 0.4%
2016 4.8% 2.8% 2.9% 1.6% -2.5%
2015 -0.6% 1.5% -1.6% -0.1% -0.4%
2014 5.2% 2.0% 1.7% 0.1% 1.3%
2013 0.2% 0.8% -2.1% 0.6% 0.9%
2012 8.4% 1.6% 2.8% 3.0% 0.8%
2011 6.6% 1.5% 1.8% 1.1% 2.1%
2010 10.1% 2.5% 3.7% 4.2% -0.6%
2009 19.3% 0.8% 6.6% 7.6% 3.1%
2008 -2.0% -2.9%

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date16/06/2008
  • Share Class size323Mn
  • Base currencyUSD
  • ISINUS4812A44355

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.24%