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    1. JPMorgan Funds – Income Fund

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    JPMorgan Funds – Income Fund

    Consistent income needs the right combination of threads 

    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.

    JP Morgan | UK Sustainable Equity Freeforms

    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.

    JP Morgan
    Philosophy
    Invest as lenders of our clients’ money
    • Bank-owned asset manager with a fiduciary mindset and a 150-year heritage
    • 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
    Approach
    Globally integrated, research-driven
    • 306 fixed income investment professionals across 5 countries benefit from diverse views
    • 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
    Process
    Rigorous, disciplined, proprietary
    • Fundamental, Quantitative, Technical (FQT) inputs underwrite every investment
    • 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

    Source: J.P. Morgan Asset Management; as of June 30, 2022.

    View the fund’s price and performance

    Further reading and information

    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

    Key Investor Information Document (KIID)

    Legal document explaining the nature of the fund and the risks of investing.

    Consult the kiid

    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 Investor Information Document (KIID) and any applicable local offering document.
     

    These documents together with the annual report, semi-annual report and the articles of incorporation for the Luxembourg domiciled products are available free of charge upon request from your financial adviser, your J.P. Morgan Asset Management regional contact or the Swiss representative of the funds, JPMorgan Asset Management (Switzerland) LLC, Dreikönigstrasse 37, 8002 Zurich. J.P. Morgan (Suisse) SA, Rue du Rhône 35, 1204 Geneva, Switzerland acts 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 commissions pursuant to Art. 34 para. 2bis of the Swiss Collective Investment Schemes Ordinance dated 22 November 2006. These commissions are paid out of the management fee as defined in the fund documentation. Further information regarding these commissions, including their 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.

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