Dynamic exchange-traded fund solutions for today’s bond markets
Global bond markets provide a multitude of opportunities for investors looking to manage portfolio risk, target long-term growth and generate a regular, attractive income. However, the complexities of fixed income investing can make building and maintaining diversified bond portfolios challenging, even for the most sophisticated of investors.
By utilising the structure of the ETF wrapper, our fixed income ETFs have been meticulously designed to offer investors access to a range of easily tradeable and highly liquid bond strategies, backed by the deep resources and rigorous research of a truly global fixed income investment platform
All data as of 31 December 2022. Source: J.P. Morgan Asset Management. Numbers include assets under management and investment professionals across our global fixed income and liquidity investment platform.
Fixed Income ETF range
Our range of fixed income ETFs delivers J.P. Morgan Asset Management’s extensive fixed income expertise in the ETF wrapper, providing investors with powerful tools to implement strategic and tactical fixed income decisions, with maximum efficiency across markets and strategies.
Core active fixed income solution that targets global diversified sources of alpha in order to be able to outperform the benchmark in both rising and falling markets.
Active fixed income exposure where ESG considerations are embedded in the investment approach. Each fund has the SFDR Article 8 or Article 9 classification
Effective active portfolio solutions for fixed income investors looking to reduce interest rate risk, and for liquidity investors looking to boost income by moving some assets out of cash.
Active credit strategies providing Index-enhanced corporate bond exposure and multi-factor opportunities in high yield.
Active and passive solutions for investors looking to allocate to EMD sovereigns and China’s burgeoning bond markets.
Passive fixed income strategies designed to provide efficient and cost-effective exposure to major developed market bond benchmarks.
Fixed income insights and research
For Professional Clients / Qualified Investors only – not for Retail use or distribution.
This is a marketing communication. Please refer to the prospectus and the KID before making any final investment decisions. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. The value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, there can be no assurance that the investment objectives of the investment products will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emeaprivacy-policy. As the product may not be authorised or its offering may be restricted in your jurisdiction, it is the responsibility of every reader to satisfy himself as to the full observance of the laws and regulations of the relevant jurisdiction. Prior to any application investors are advised to take all necessary legal, regulatory and tax advice on the consequences of an investment in the products. Shares or other interests may not be offered to or purchased directly or indirectly by US persons. all transaction should be based on the latest available Prospectus, the Key Information Document (KID) and any applicable local offering document. These documents together with the annual report, semi-annual report, instrument of incorporation and sustainabilityrelated disclosures, are available in English from JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, your financial adviser or your J.P. Morgan Asset Management regional contact or at http://www.jpmorganassetmanagement.ie . A summary of investor rights is available in English at https://am.jpmorgan.com/lu/investor-rights . J.P. Morgan Asset Management may decide to terminate the arrangements made for the marketing of its collective investment undertakings. Units in Undertakings for Collective Investment in Transferable Securities (“UCITS”) Exchange Traded Funds (“ETF”) purchased on the secondary market cannot usually be sold directly back to UCITS ETF. Investors must buy and sell units on a secondary market with the assistance of an intermediary (e.g. a stockbroker) and may incur fees for doing so. In addition, investors may pay more than the current net asset value when buying units and may receive less than the current net asset value when selling them. This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000.
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