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    1. Fixed income revival

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    The great fixed income revival

    Bond investing with J.P. Morgan Asset Management

    Your capital may be at risk

     

    Overview
    Insights
    Funds
    Capabilities

    Bonds are back on the table

    With the ultra-low interest rate environment at an end and bond valuations attractive for the first time in years, fixed income is resuming its traditional role in portfolios: providing income and portfolio diversification.

    JP Morgan | Fixed Income Freeforms
    Global aggregate bond yield
    %, yield
    Source: Bloomberg Barclays, Refinitiv Datastream, J.P. Morgan Asset Management. Chart shows yields of Bloomberg Barclays Global Aggregate index.
    Total return scenarios for US 10-year Treasuries by yield
    %
    Source: Bloomberg, J.P. Morgan Asset Management. Chart indicates the calculated total return achieved by purchasing US 10-year Treasuries at the current yield and selling at the end of 2023 for various year-end yields. For illustrative purposes only. Past performance is not a reliable indicator of current and future results. Data as of 3 November 2022.
    1
    Fixed income has experienced a dramatic repricing and valuations now look compelling. Real government and corporate bond yields are at the highest level in years, allowing investors to find the income they need.
    2
    Inflation is beginning to cool. Factoring in the lag with which monetary policy actions feed through into the economy, there are now hopes that central banks will slow the pace of interest rate hikes.
    3
    An environment of lower inflation and less aggressive central bank action will allow bonds to serve as a portfolio diversifier and risk hedge.

    Fixed income insights

    JPM53983_Investment_Outlook_shutterstock_768x218px19

    The fixed income reset

    Investment Outlook 2023

    Read now

    Fixed income's fashionable again

    Fixed income webcast Q4 2022

    Watch now
    JPM53983_2023_Capital_Market_Assumptions_768x218px

    Bonds are back

    2023 Long-Term Capital Market Assumptions

    Read now
    JPM53983__Bond_Bulletin_Shutterstock_768x218px17

    Weekly bond market trends

    Bond Bulletin

    Read now
    JP Morgan | Fixed Income Freeforms

    Fixed income solutions for every investor

    Whether you’re looking for a flexible, global approach, a core portfolio building block or sustainable opportunities, our fixed income SICAVs and active ETFs provide a comprehensive range of solutions.

    Unconstrained

    Core

    Sustainable

    ETFs

    JPM Global Bond Opportunities Fund

    Investment objective

    To achieve a return in excess of the benchmark by investing opportunistically in an unconstrained portfolio of debt securities and currencies, using derivatives where appropriate.

    Discover the fund >

    Based on share class volatility for the past 5 years. See Key Investor Information Document (KIID) for details.

    ESG information

    ESG approach: ESG Promote

    Promotes Environmental and / or social characteristics.

    SFDR classification: Article 8

    “Article 8” strategies promote social and/or environmental characteristics, but do not have sustainable investing as a core objective.

    Key risks

    The Sub-Fund is subject to Investment risks and Other associated risks from the techniques and securities it uses to seek to achieve its objective. The table on the right explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Sub-Fund. Investors should also read Risk Descriptions in the Prospectus for a full description of each risk.

    Investment risks Risks from the Sub-Fund's techniques and securities

    • Techniques
    • Concentration
    • Derivatives
    • Hedging
    • Short position
    • Securities
    • China
    • Contingent convertible bonds
    • Convertible securities
    • Debt securities
      • Below investment grade debt
      • Government debt
      • Investment grade debt
      • Unrated debt
    • Emerging markets
    • Equities
    • MBS/ABS

    Other associated risks Further risks the Sub-Fund is exposed to from its use of the techniques and securities

    • Credit
    • Interest rate
    • Market
    • Currency
    • Liquidity

    Outcome to the Shareholder Potential impact of the risks

    Loss

    Shareholders could lose some or all of their money.

    Volatility

    Shares of the Sub-Fund will fluctuate in value.

    Failure to meet the Sub-Fund’s objective.

    JPM Unconstrained Bond Fund

    Investment objective

    The Fund aims to provide a positive return, before fees, which is higher than that of the Fund's Benchmark (ICE BofA SONIA Overnight Rate Index ) over a rolling 3 year period in all market conditions. A positive return is not guaranteed over this or any time period and capital loss may occur.

    Discover the fund >

    Based on share class volatility for the past 5 years. See Key Investor Information Document (KIID) for details.

    ESG information

    ESG approach: Integrated

    This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.

    Key risks

    The Fund is subject to Investment risks and Other associated risks from the techniques and securities it uses to seek to achieve its objective. The table on the right explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Fund. Investors should also read Risk Descriptions in the Prospectus for a full description of each risk.

    Investment risks Risks from the Sub-Fund's techniques and securities

    • Techniques
    • Concentration
    • Derivatives
    • Hedging
    • Short position
    • Securities
    • China
    • Contingent convertible bonds
    • Convertible securities
    • Credit Linked Notes
    • Debt securities
      • Government debt
      • Investment grade debt
      • Below investment grade debt
      • Unrated debt
    • Emerging markets
    • Equities
    • MBS/ABS
    • Structured products

    Other associated risks Further risks the Sub-Fund is exposed to from its use of the techniques and securities

    • Credit
    • Liquidity
    • Currency
    • Market
    • Interest rate

    Outcome to the Shareholder Potential impact of the risks

    Loss

    Shareholders could lose some or all of their money.

    Volatility

    Shares of the Sub-Fund will fluctuate in value.

    Failure to meet the Sub-Fund’s objective.

    JPMorgan Funds - Global Bond Opportunities Sustainable Fund

    Investment objective

    To achieve a return in excess of the benchmark by investing opportunistically in an unconstrained portfolio of debt securities (positively positioned towards Debt Securities with positive E/S characteristics and debt securities issued by companies and countries that demonstrate improving E/S characteristics) and currencies, using derivatives where appropriate. Debt Securities with positive E/S characteristics are those that the Investment Manager believes have been issued by companies and countries that demonstrate effective governance and superior management of environmental and social issues (sustainable characteristics).

    Discover the fund >

    Based on share class volatility for the past 5 years. See Key Investor Information Document (KIID) for details.

    ESG information

    ESG approach: Positive tilt

    An investment style in which the portfolio will be tilted towards companies / issuers with positive ESG characteristics.

    SFDR classification: Article 8

    “Article 8” strategies promote social and/or environmental characteristics, but do not have sustainable investing as a core objective.

    Key risks

    The Sub-Fund is subject to Investment risks and Other associated risks from the techniques and securities it uses to seek to achieve its objective. The table on the right explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Sub-Fund. Investors should also read Risk Descriptions in the Prospectus for a full description of each risk.

    Investment risks Risks from the Sub-Fund's techniques and securities

    • Techniques
    • Concentration
    • Derivatives
    • Hedging
    • Short position
    • Securities
    • China
    • Contingent convertible bonds
    • Convertible securities
    • Debt securities
      • Below investment grade debt
      • Government debt
      • Investment grade debt
      • Unrated debt
    • Emerging markets
    • Equities
    • MBS/ABS

    Other associated risks Further risks the Sub-Fund is exposed to from its use of the techniques and securities

    • Credit
    • Market
    • Liquidity
    • Interest rate
    • Currency

    Outcome to the Shareholder Potential impact of the risks

    Loss

    Shareholders could lose some or all of their money.

    Volatility

    Shares of the Sub-Fund will fluctuate in value.

    Failure to meet the Sub-Fund’s objective.

    JPMorgan Funds - Green Social Sustainable Bond Fund

    Investment objective

    To achieve a long-term return in excess of the Benchmark by investing primarily in debt securities where proceeds are directed to projects and activities that contribute towards a sustainable and inclusive economy.

    Discover the fund >

    Based on share class volatility for the past 5 years. See Key Investor Information Document (KIID) for details.

    ESG information

    ESG approach: Thematic

    Investments in themes or assets specifically related to sustainability.

    SFDR classification: Article 9

    “Article 9” strategies have a sustainable Investment objective.

    Key risks

    The Sub-Fund is subject to Investment risks and Other associated risks from the techniques and securities it uses to seek to achieve its objective. The table on the right explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Sub-Fund. Investors should also read Risk Descriptions in the Prospectus for a full description of each risk.

    Investment risks Risks from the Sub-Fund's techniques and securities

    • Techniques
    • Hedging
    • Thematic
    • Securities
    • China
    • Debt securities
      • Investment grade debt
      • Below investment grade debt
      • Government debt
      • Unrated debt
    • Emerging markets
    • MBS/ABS

    Other associated risks Further risks the Sub-Fund is exposed to from its use of the techniques and securities

    • Credit
    • Market
    • Interest rate
    • Liquidity
    • Currency

    Outcome to the Shareholder Potential impact of the risks

    Loss

    Shareholders could lose some or all of their money.

    Volatility

    Shares of the Sub-Fund will fluctuate in value.

    Failure to meet the Sub-Fund’s objective.

    JPM Sterling Corporate Bond Fund

    Investment objective

    To achieve a return based on a combination of income and capital growth by investing at least 80% of the Fund’s assets in investment grade Sterling denominated bonds (or other bonds hedged back to Sterling), using derivatives where appropriate.

    Discover the fund >

    Based on share class volatility for the past 5 years. See Key Investor Information Document (KIID) for details.

    ESG information

    ESG approach: Integrated

    This fund considers financially material Environmental, Social and Governance (ESG) factors in investment analysis and investment decisions, with the goal of enhancing long-term, risk-adjusted financial returns.

    Key risks

    The Sub-Fund is subject to Investment risks and Other associated risks from the techniques and securities it uses to seek to achieve its objective. The table on the right explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Sub-Fund. Investors should also read Risk Descriptions in the Prospectus for a full description of each risk.

    Investment risks Risks from the Sub-Fund's techniques and securities

    • Techniques
    • Derivatives
    • Hedging
    • Securities
    • Contingent convertible bonds
    • Debt securities
      • Investment grade debt
      • Below investment grade debt
      • Unrated debt
    • Emerging markets

    Other associated risks Further risks the Sub-Fund is exposed to from its use of the techniques and securities

    • Credit
    • Liquidity
    • Currency
    • Market
    • Interest rate

    Outcome to the Shareholder Potential impact of the risks

    Loss

    Shareholders could lose some or all of their money.

    Volatility

    Shares of the Sub-Fund will fluctuate in value.

    Failure to meet the Sub-Fund’s objective.

    JPMorgan ETFs (Ireland) ICAV - GBP Ultra-Short Income UCITS ETF

    Investment objective

    The Sub-Fund aims to provide current income while seeking to maintain a low volatility of principal.

    Discover the fund >

    Based on share class volatility for the past 5 years. See Key Investor Information Document (KIID) for details.

    ESG information

    ESG approach: ESG Promote

    Promotes Environment and / or social characteristics

    SFDR classification: Article 8

    “Article 8” strategies promote social and/or environmental characteristics, but do not have sustainable investing as a core objective.

    Key risks

    The value of your investment may fall as well as rise and you may get back less than you originally invested. The value of debt securities may change significantly depending on economic and interest rate conditions as well as the credit worthiness of the issuer. Issuers of debt securities may fail to meet payment obligations or the credit rating of debt securities may be downgraded. These risks are typically increased for below investment grade debt securities which may also be subject to higher volatility and lower liquidity than investment grade debt securities.The credit worthiness of unrated debt securities is not measured by reference to an independent credit rating agency. Asset-backed, collateralised loan obligations and mortgage-backed securities may be less liquid than other securities in which the SubFund will invest, subject to adverse changes to interest rates and to the risk that the payment obligations relating to the underlying assets are not met. The Sub-Fund may be concentrated in the banking industry and in the UK sectors, markets and/or currency. As a result, the Sub-Fund may be more volatile than more broadly diversified funds. Exclusion of issuers that do not meet certain ESG criteria from the Sub-Fund's investment universe may cause the Sub-Fund to perform differently compared to similar funds that do not have such a policy. Movements in currency exchange rates can adversely affect the return of your investment. The currency hedging that will be used to minimise the effect of currency fluctuations may not always be successful. Further information about risks can be found in the "Risk Information" section of the Prospectus.

    Explore our full range of fixed income funds

    Discover now

    JP Morgan | Fixed Income Freeforms

    Your partner for the bond recovery

    For investors re-evaluating portfolios in this new dawn for bond investing, J.P. Morgan Asset Management offers fixed income solutions that span the risk spectrum, underpinned by the deep resources and rigorous research of a truly global platform.

    Learn more >
    J.P. Morgan Asset Management

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