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These Terms of Use are in addition to any other agreements between you and JPMorgan Asset Management (Australia) Limited ABN 55 143 832 080 Australian financial services licence number 376919 (“we” or “us”), including any customer or account agreements, and any other agreements that govern your use of JPMorgan Asset Management (Australia) Limited's products, services, content, tools, and information available on this website. These Terms of Use apply to the use of this website and information contained on it only. For any products or services, refer to the specific terms and conditions for such products or services.
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The information contained herein is issued by JPMorgan Asset Management (Australia) Limited. JPMorgan Asset Management (Australia) Limited is regulated by the Australian Securities and Investments Commission ("ASIC"), which has registered the funds mentioned herein). However, ASIC takes no responsibility for the soundness of the registered funds and does not imply that investment in them is recommended by ASIC.
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12-month forward returns of JPMorgan Global Bond Fund – Class A Units’ benchmark index in the past 20 years
1. Source: J.P. Morgan Asset Management, Bloomberg. Data as of end-March 2023. USD refers to US dollar. Past performance is not a reliable indicator of current and future results. Forecasts and estimates are indicative of macro trends, may or may not come to pass. Indices do not include fees or operating expenses and are not available for actual investment.
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Provided for information only based on market conditions as of date of publication, not to be construed as investment recommendation or advice. Forecasts, projections and other forward looking statements are based upon current beliefs and expectations, may or may not come to pass. They are for illustrative purposes only and serve as an indication of what may occur. Given the inherent uncertainties and risks associated with forecast, projections or other forward statements, actual events, results or performance may differ materially from those reflected or contemplated.
Diversification does not guarantee investment return and does not eliminate the risk of loss. Yield is not guaranteed. Positive yield does not imply positive return.
2. Source: J.P. Morgan Asset Management, as of end-April 2023. The Fund is an actively managed portfolio, holdings, sector weights, allocations and leverage, as applicable are subject to change at the discretion of the Investment Manager without notice. The Investment Manager seeks to achieve the stated objectives. There can be no guarantee the objectives will be met.
3. Duration is a measure of the sensitivity of the price (the value of the principal) of a fixed income investment to a change in interest rates and is expressed as number of years. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.
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All investments contain risk and may lose value. The information provided on this article is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Before making any decision, it is important for you to consider the appropriateness of the information and seek appropriate legal, tax, and other professional advice. Prior to making an investment decision, investors should read the relevant Product Disclosure Statement and Target Market Determination, which have been issued by Perpetual Trust Services Limited, ABN 48 000 142 049, AFSL 236648, as the responsible entity of the fund available on https://am.jpmorgan.com/au.
For more information, please call or email us. You can also contact your J.P. Morgan representative.
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