alt
  • Funds

    Fund Explorer

    • Search our funds

    Capabilities

    • Fixed Income
    • Equities
    • Multi-Asset
    • Alternatives
    • ETF Capabilities

    Fund Information

    • Fund News and Announcements
    • Regulatory Updates
    • Administrative Information
    • Best Execution Reports
    • Capacity Management
    • Policies
    • Legal Documents
    • How to invest
  • Investment Themes
    • UK Capabilities
    • Sustainable Investing
    • Strategic Beta
    • Fixed income investing
    • Emerging market and China equities
  • Insights

    Market Insights

    • Market Insights Overview
    • Guide to the Markets
    • Guide to Alternatives
    • On the Minds of Investors
    • The Weekly Brief
    • Investment Principles
    • Investment Outlook
    • Monthly Market Review
    • Market Watch

    Portfolio Insights

    • Bond Bulletin
    • Monthly Strategy Report
    • Asset Allocation Views
    • Fixed Income Views
    • Equity Views
    • Factor Views
    • Emerging Market Debt Strategy
    • Long-Term Capital Market Assumptions
    • Global Alternatives Outlook
    • ETF Perspectives

    Webconferences and Events

    • Webconferences
    • Guide to the Markets Roadshow
  • Library
  • About Us
  • Contact Us
Skip to main content
  • Role
  • Country
Search
Menu
CLOSE
Search
You are about to leave the site Close
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.
CONTINUE Go Back
  1. Home
  2. Funds
  3. Fixed income
  4. Global Bond Opportunities Sustainable Fund

  • Share
  • LinkedIn Twitter Facebook
  • Email
  • Actions
  • LinkedIn Twitter Facebook
    Email


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.

JPMorgan-GBOS_tickmark_English_Pacific_Blue
JPMorgan-GBOS_tickmark_English_Olive
JPMorgan-GBOS_tickmark_English_Glacier

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. 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 from JPMorgan Asset Management (UK) Limited.

 

This communication is issued in the UK 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.

J.P. Morgan Asset Management

  • Terms of use
  • Privacy policy
  • Cookie policy
  • Accessibility statement
  • Scams and fraud
  • Social media policy
  • Sitemap
  • Investment stewardship
Decorative
J.P. Morgan

  • J.P. Morgan
  • JPMorgan Chase
  • Chase

Copyright © 2021 JPMorgan Chase & Co., all rights reserved.


We use cookies to provide necessary site functionality and improve your online experience. To learn more about the cookies we use, view our Cookies Policy.

Close
ACCEPT
Read our cookie policy