JPM Global Bond Opportunities Fund C - Gross Accumulation - J.P. Morgan Asset Management


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

  • 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.
  • Expands investment horizons beyond traditional fixed income sectors, dynamically adjusting asset allocation and duration as market conditions evolve.
  • A compelling risk/return profile and diversification vs. traditional bond funds.

Source: © Morningstar. All Rights Reserved.. Data from 28.02.2015 to 30.09.2018 gross of fees in GBP. 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. Sector returns proxied by the following indices all hedged to GBP where applicable: JPMorgan EMBI Global Diversified (EMD Hard Ccy Sovereign), JPMorgan CEMBI Broad Diversified (EM Corporate), Barclays Global High Yield (Global High Yield), Barclays Global Aggregate Corporate (Global IG Corporate), Barclays Global Aggregate Government (Global Government), Barclays Global Aggregate (Global Aggregate), Barclays Global Multiverse (Global Multiverse). Shown for illustrative purposes only. IG: Investment Grade; EM: Emerging Markets. 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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Fund Managers

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


Important information

For Professional Clients only – not for Retail use or distribution

This is a marketing communication and as such the views contained herein are not 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.

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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. This communication is issued 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.

Morningstar rating as at 01 December 2018.