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  4. Global Bond Opportunities Sustainable Fund

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JPMorgan Funds – Global Bond Opportunities Sustainable Fund

Your bond portfolio can see the world sustainably
 

Sustainable bond investing without borders

Our clients are increasingly looking for investment solutions that reflect not only their financial goals but also their values. Global Bond Opportunities Sustainable Fund invests flexibly across 15 fixed income sectors and more than 50 countries, building a high-conviction, sustainable portfolio with the potential to deliver enhanced total returns.

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Building a sustainable portfolio

To build a sustainable unconstrained fixed income portfolio, we draw on the depth and breadth of our team of 270+ sector specialists. The shared values of our clients are reflected through a three-step approach that combines ESG integration in the research process with systematic exclusions and positive sustainable positioning.

Approach Case study
Approach


ESG integration

Environmental, social and governance (ESG) risks are factored into research and decision-making across our entire global fixed income platform.
 


Exclusions

Systematic exclusions are applied to certain industries and sectors.
 


Positive tilt

The portfolio is actively tilted towards securities exhibiting positive ESG factors or momentum.
 

Find out more about the fund
Case study

Jamaica's sustainable advantage in emerging market debt

Bond market sectors  with the best ESG credentials – for example, developed market governments – often offer the lowest yields. Extended sectors such as emerging market debt offer more attractive yields, but headline ESG scores are lower and coverage by third-party ESG providers can be limited. 

Our in-house research seeks to identify individual countries that offer better sustainability credentials and tilt the portfolio accordingly. Jamaica is one such example.

To develop our proprietary ESG index of emerging market sovereign issuers, we evaluated over 30 ESG indicators to identify those with the strongest long-term valuation impact. Using those indicators, we rank countries from 1 (worst) to 4 (best). We have ranked Jamaica 4, reflecting our view on the ease of doing business in the market and the progress towards addressing poverty and inequality. As a result, we have a positive tilt towards the country's bonds. 

Downloads

Exclusion policy

The fund’s current exclusions (subject to periodic changes without advanced notice).

View the current policy

Factsheet

A monthly snapshot of the fund’s key data in PDF format, including performance, ratings and holdings.

Access the factsheet

Fund story

The fund’s key features and investment approach in PDF format.

Download the fund story

This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they to be taken as advice or a recommendation, to buy or sell any investment or interest thereto. 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 are considered to be reliable at the time of writing, 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. It should be noted that 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, whilst it is the intention to achieve the investment objective of the investment products, there can be no assurance that those objectives 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/emea-privacy-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 transactions should be based on the latest available Prospectus, the Key Investor Information Document (KIID) and any applicable local offering document.
 

These documents together with the annual report, semi-annual report and the articles of incorporation for the Luxembourg domiciled products are available free of charge upon request from your financial adviser, your J.P. Morgan Asset Management regional contact or the Swiss representative of the funds, JPMorgan Asset Management (Switzerland) LLC, Dreikönigstrasse 37, 8002 Zurich. J.P. Morgan (Suisse) SA, 8 Rue de la Confédération, 1204 Geneva acts as paying agent of the funds. JPMorgan Asset Management (Switzerland) LLC herewith informs investors that with respect to its distribution activities in and from Switzerland it receives commissions pursuant to Art. 34 para. 2bis of the Swiss Collective Investment Schemes Ordinance dated 22 November 2006. These commissions are paid out of the management fee as defined in the fund documentation. Further information regarding these commissions, including their calculation method, may be obtained upon written request from JPMorgan Asset Management (Switzerland) LLC.
 

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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