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JPM China Bond A Acc RMB

Ranked 25 out of 96 in - Chinese Yuan over 12 months
All calculations are in CNY 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.

Jason Pang


At least 67% of the Sub-Funds assets (excluding cash and cash equivalents) will be invested in onshore debt securities, issued within the People's Republic of China by Chinese issuers and denominated in onshore renminbi (CNY), and in offshore debt securities issued outside of the PRC by Chinese issuers, denominated in either offshore renminbi (CNH) or USD.

Showing fund performance globally. You can view performance in individual jurisdictions.


Chinese Yuan over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.3% 0.6% 1.6%
2016 5.0% 3.3% 1.3% 1.9% -1.4%
2015 0.0% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Curacao
  3. Korea
  4. Luxembourg
  5. Singapore
  6. Switzerland

Fund Info

  • Launch date01/06/2015
  • Share Class size71Mn
  • Base currencyUSD
  • ISIN LU1161826372

Purchase Info

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


  • Annual management1.00%
  • Initial investment3

Related News

JPM AM’s head of Asia fixed income exits

New regional head of bonds named after 22-year market veteran departs.

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