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    1. 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

    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.

     

    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.

    Three pillars of sustainability

    Combines ESG-integrated* research with exclusions and a tilt towards sustainable securities.

    Focused on total returns

    Global Bond Opportunities Sustainable Fund seeks attractive total returns over time from a portfolio tilted towards sustainable securities, for investors with a higher risk tolerance.





    Source: J.P. Morgan, Barclays Live, J.P. Morgan Asset Management; as of 31 October 2022. 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 (EMD 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. The performance quoted is past performance and is not a guarantee of future results.

    The performance quoted is past performance and is not a guarantee of 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. Data from 28 February 2013 to 31 October 2022. 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. From 31 December 2016, enhanced empirical duration methodology shown using a factor-based model based on single issues produced by RiskMetrics.

    *Data relate 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.

    Three pillars of sustainability

    The fund combines ESG-integrated research across our fixed income platform with norms- and values-based exclusions and an active tilt towards securities exhibiting positive ESG factors or momentum.





    Top chart source: J.P. Morgan Asset Management, Data as at 30 November 2022. 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.

    Bottom chart source: Image licensed by Shutterstock, MSCI Carbon Portfolio Analytics, J.P. Morgan Asset Management, as at 30 November 2022. The number includes corporates only, Scope 1 & 2 emissions (direct) and correspond to the carbon intensity of the investment portfolio. *The relative fixed income universe is based on a blend of six sector indices, re-weighted on a weekly basis to reflect the sector allocation in the fund. The number includes corporates only. MSCI carbon coverage: 61% for the portfolio, 63% for the relative fixed income universe.

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

    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/ Qualified Investors 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. 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 Information Document (KID) and any applicable local offering document. These documents together with the annual report, semi-annual report, the articles of incorporation and sustainability-related disclosures for the Luxembourg domiciled products are available in English upon request from JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, your financial adviser, your J.P. Morgan Asset Management regional contact or at https://am.jpmorgan.com. 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. In Switzerland, JPMorgan Asset Management (Switzerland) LLC, Dreikönigstrasse 37, 8002 Zurich, acts as Swiss representative of the funds and J.P. Morgan (Suisse) SA, Rue du Rhône 35, 1204 Geneva, 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 remuneration which is paid out of the management fee as defined in the respective fund documentation. Further information regarding this remuneration, including its 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. This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

     

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