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    J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
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    1. Global Bond Opportunities Fund

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    JPM Global Bond Opportunities Fund

    Your bond portfolio should see the world
     

    Broaden the borders of your bond portfolio

    With real yields looking more attractive than they have in a decade, global fixed income markets offer a world of opportunities for investors with the ability to look beyond bond benchmarks.

    Seek enhanced total returns with Global Bond Opportunities Fund

    JPM Global Bond Opportunities Fund allocates flexibly across 15 fixed income sectors and more than 50 countries, seeking attractive total returns over time for investors with a higher risk tolerance. The fund’s disciplined investment process combines top-down and bottom-up analysis, with a common research framework to integrate ideas.

     

    JP Morgan | UK Sustainable Equity Freeforms

    Focused on total returns

    Seeks attractive total returns over time for investors with a higher risk tolerance.

    Flexible ‘best ideas’ approach

    Dynamically adjusts asset allocation and duration as market conditions evolve.

    Multi-dimensional risk management

    Holistic and rigorous approach to risk management, with integrated* ESG analysis.

    Focused on total return

    Global Bond Opportunities Fund seeks attractive total returns over time for investors with a higher risk tolerance.




    Source: J.P. Morgan, Barclays Live; Data as of 31 October 2022. *Fund inception date: 30 January 2015. Fund return shown for UK OEIC vehicle, gross of fees in GBP. Based on the official Net Asset Value (NAV) of share class A (acc) in GBP. Sector returns proxied by the following indices all hedged to GBP where applicable: JPMorgan EMBI Global Diversified (EMD Hard Ccy Sovereign), JPMorgan CEMBI Broad Diversified (EM Corporate), Bloomberg Global High Yield (Global High Yield), Bloomberg Global Aggregate Corporate (Global IG Corporate), Bloomberg Global Aggregate Government (Global Government), Bloomberg Global Aggregate (Global Aggregate), Bloomberg Global Multiverse (Global Multiverse). IG: Investment Grade; EM: Emerging Markets.

    Past performance is not a reliable indicator of current or future results.

    Flexible ‘best ideas’ approach

    Unconstrained portfolio managers dynamically adjust asset allocation and duration as market conditions evolve. Security selection is on a bottom-up basis, with sector teams identifying their highest conviction ideas.




    Source: J.P. Morgan Asset Management. JPM Global Bond Opportunities Fund inception date is 30 January 2015. Data from 28 February 2015 to 31 October 2022. Empirical duration calculated on daily rolling 1 year data. The Fund is actively managed. 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. From 31 December 2016, enhanced empirical duration methodology shown using a factor-based model based on single issues produced by RiskMetrics.

    Multi-dimensional risk management

    With no benchmark as a reference point, we consider a variety of measures to evaluate the portfolio’s risk exposures. Scenario analysis serves as an additional layer of risk management, and ESG factors are integrated into our research to identify financially material risks and opportunities.




    Source: J.P. Morgan Asset Management. As at September 2022. *Empirical Duration ≈ sum (wtd effective duration * betas). From 31 December 2016, enhanced empirical duration methodology shown using a factor-based model based on single issues produced by RiskMetrics. Interest rate duration based on 10-year US Treasury; credit spread duration based on MSCI all industries blended credit curve (with spread in line with US BBB corporate bond market). EMD: Emerging Markets Debt, IG: Investment Grade, HY: High Yield, CDX: Credit Default Swap Index. The above hypothetical scenario/data is shown to illustrate our internal process only. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.

    The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.

    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.

    View the fund’s price and performance

    Further reading

    *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 does not change a strategy’s investment objective, exclude specific types of companies or constrain a strategy’s investable universe.

    For Professional Clients only – not for Retail use or distribution

     

    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. 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. Investment is subject to documentation, which is comprised of the Prospectus, Key Investor Information Document (KIID) and either the Supplementary Information Document (SID) or Key Features/Terms and Conditions. These documents, together with the annual report, semi-annual report and instrument of incorporation are available free of charge in English from JPMorgan Asset Management (UK) Limited or at https://am.jpmorgan.com. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

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