JPM Global Bond Opportunities Fund C - Gross Accumulation - J.P. Morgan Asset Management
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JPM GLOBAL BOND OPPORTUNITIES FUND

Broaden the borders of your bond portfolio

The Global Bond Opportunities Fund seeks to enhance total returns by providing flexible, high-conviction exposure across 15 fixed income sectors and over 50 countries.

  Morningstar 4 star

Monthly shareclass factsheet   Monthly commentary   Quarterly fund story   Q&A with Fund Manager Nick Gartside  

Key Points

Expertise
  • Highly experienced unconstrained portfolio managers Bob Michele, Nick Gartside and Iain Stealey leverage the proprietary research of a globally integrated team of over 280 sector specialists.
Portfolio
  • Expands investment horizons beyond traditional fixed income sectors, dynamically adjusting asset allocation and duration as market conditions evolve.
Success
  • A compelling risk/return profile and diversification vs. traditional bond funds.
RISK / RETURN PROFILE SINCE INCEPTION (%)

Source: © Morningstar. All Rights Reserved. Data from 28.02.2015 to 31.03.2018 gross of fees. Gross fund returns are calculated from net returns by applying the fund total expense ratio (TER) which includes operating & administrative expenses (O&A). The O&A fees are accrued at the maximum rate, according to what is stated in the fund prospectus. Where the O&A fees incurred are actually lower than the accrual, this would lead to a minor overstatement of gross returns. Net returns are not impacted. EM Hard Currency Sovereign represented by JPM EMBI Global Diversified TR USD Index, EM Corporate represented by JPM Corporate EMBI Broad Diversified TR USD Index. Global Corporate, Global Aggregate, Global Government and Global High Yield represented by respective Bloomberg Barclays indices. Indices do not include fees or operating expenses. 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.

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

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Performance

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Fees

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Portfolio

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Management

Fund Managers

For more information about this fund, please refer to the product information below.

Documents

Important information

For Professional Clients only – not for Retail use or distribution.

This is a promotional page and as such the views contained herein are not to be taken as an advice or 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 on this page 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 at the date of publishing. They are considered to be reliable at the time of publishing, 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 product(s) or underlying overseas investments. Both past performance and yield may not be a reliable guide to current and future performance. 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 product(s), 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. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website www.jpmorgan.com/emea-privacy-policy.

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 Condition, copies of which can be obtained free of charge from JPMorgan Asset Management (UK) Limited. Issued by JPMorgan Asset Management (UK) Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.

Morningstar rating as at 01 April 2018.