Sustainable bond investing without borders
Today’s broad and diverse global bond markets offer a wealth of opportunities for unconstrained fixed income investors to find the total returns they need without compromising on sustainability.
Seek enhanced total returns sustainably with Global Bond Opportunities Sustainable Fund
JPMorgan Funds – Global Bond Opportunities Sustainable Fund seeks attractive total returns over time by investing flexibly across 15 fixed income sectors and more than 50 countries, with a focus on sustainability. The fund’s disciplined investment process combines top-down and bottom-up analysis, with a common research framework to integrate ideas.
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Focused on total returns
Seeks attractive total returns over time for investors with a higher risk tolerance.
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Flexible ‘best ideas’ approach
Dynamically adjusts asset allocation and duration as market conditions evolve.
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Actively positioned towards sustainability
Seeks to maintain an MSCI ESG score above that of the investment universe.
Focused on total returns
Risk/return vs. key market indices (USD, gross of fees, since fund inception)
Past performance is not a reliable indicator of current and future results.
Source: J.P. Morgan, Barclays Live, J.P. Morgan Asset Management; as of 31 August 2023. Fund return shown gross of fees for JPMorgan Funds – Global Bond Opportunities Sustainable Fund (USD). Based on the official Net Asset Value (NAV) of share class C (acc) in USD. Since inception: 8 November 2019. Sector returns proxied by the following indices all hedged to USD where applicable: JPMorgan EMBI Global Diversified (EM Hard Ccy Sovereign), J.P. Morgan CEMBI Broad Diversified (EM Corporate), Bloomberg Global High Yield (Global High Yield), Bloomberg Global Aggregate Corporate (Global Corporate), Bloomberg Global Aggregate Government (Global Government), Bloomberg Global Aggregate (Global Aggregate), Bloomberg Global Multiverse (Global Multiverse). Shown for illustrative purposes only. IG: Investment Grade; EM: Emerging Markets.
Flexible ‘best ideas’ approach
Fund duration by sector (weighted duration, years), as at 31 August 2023
Source: J.P. Morgan Asset Management. Data is from 28 February 2013 to 31 August 2023. Empirical duration calculated on daily rolling 1 year data. 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. EMD: Emerging Market Debt, IG: Investment Grade.
*Data relates to the JPMorgan Funds – Global Bond Opportunities Fund (GBO), inception February 2013, which follows the same investment process outside of the JPMorgan Funds – Global Bond Opportunities Sustainable Fund’s (GBOS) specific sustainable framework. GBO data are shown for illustrative purposes. No guarantee is given that GBOS will perform accordingly.
Actively positioned towards sustainability
Sector ESG scores vs. relative fixed income universe
Source: J.P. Morgan Asset Management. Data as at 31 August 2023. For those securities within the portfolio without an MSCI ESG score, a majority will be deemed sustainable or demonstrate improving sustainable characteristics as determined by the Investment Manager.
Built on three pillars of sustainability
The fund combines ESG-integrated* research with exclusions and an active tilt towards securities exhibiting positive ESG factors or momentum.
* In actively managed assets deemed by J.P. Morgan Asset Management to be ESG integrated under our governance process, we systematically assess financially material ESG factors amongst other factors in our investment decisions with the goals of managing risk and improving long-term returns. ESG integration by itself does not change a strategy’s investment objective, exclude specific types of companies or constrain a strategy’s investable universe.
**Thresholds may apply.
Further reading and information
Why fixed income with J.P. Morgan Asset Management?
Our fixed income funds are founded on active security selection and rigorous risk management—backed by a powerful combination of deep investment expertise, global resources and time-tested processes.
For Professional Clients/ Qualified Investors only – not for Retail use or distribution.
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