The income challenge is changing
With interest rates rising around the world, investors are rethinking their income strategies. But rapid central bank tightening to combat inflation is contributing to volatility, while real yields are still negative in many markets.
Seek attractive, predictable income across sectors with the J.P. Morgan Income Fund
JPMorgan Funds – Income Fund invests dynamically across fixed income sectors, seeking the highest income consistent with a prudent level of risk. This risk profile is achieved through genuine diversification, leveraging the sector expertise of our entire global fixed income platform.
Managed volatility
Seeks maximum possible income for a given prudent level of risk
Smooth income
Seeks to pay income in predictable dividends
Dynamic portfolio exposure
Diversified global portfolio combined with an income filter
Seeks maximum possible income for a given prudent level of risk.
Income Fund taps into expertise across our fixed income platform to target an attractive income while managing portfolio volatility.

Source: Barclays Live, J.P. Morgan Asset Management. Volatility is realized annualized volatility based on monthly data since Income Fund Inception. Indexes used are: Bloomberg ABS Index, Bloomberg Treasury Index, Bloomberg US CMBS Index, Bloomberg Corporate Credit Index, Bloomberg US HY Index, Bloomberg US MBS Index. *US HY Corp is YTW, all else is YTM. As at 30 September 2022.
Yield is not guaranteed and may change over time.
Seeks to pay income in predictable dividends.
Income Fund’s focus on the risk-adjusted yield and its use of an income bank reserve mechanism helps smooth distributions and provide a predictable income over time.

Source: J.P. Morgan Asset Management. As at 30 September 2022.
Yield is not guaranteed and may change over time.
Invests dynamically across fixed income sectors.
Income Fund collects risk premiums from across the full fixed income universe in an effort to achieve risk reduction through diversification.

Source: Bloomberg, J.P. Morgan Asset Management. “EM” = Emerging Market For illustrative purposes only. Based on representative index level data. As of September 2022. Portfolio yield reflects YTM. The manager seeks to achieve the stated objectives. There can be no guarantee the objectives will be met. Diversification does not guarantee investment returns and does not eliminate the risk of loss.
Why fixed income with J.P. Morgan Asset Management?
Our fixed income funds are founded on active security selection, rigorous risk management and the integration of environmental, social and governance (ESG) factors—all backed by a powerful combination of deep investment expertise, global resources and time-tested processes.
• Team based and transparent approach
• Strive to deliver consistently strong risk-adjusted returns
• Risk management, a critical part of our culture, is embedded on multiple levels
• Common trading platform creates scale and drives our goal of best execution
• Proprietary technology, Spectrum, including optimisers and trading tools
• Global research team with 73 quantitative and fundamental research analysts
• ESG factors are integrated throughout our investment process
• Access to key industry decision makers, and strong relationships with financial institutions Proprietary insights and data with investments in Artificial Intelligence and machine learning
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