JPM Income Opportunity A (perf) (dist) - EUR (hedged) - J.P. Morgan Asset Management
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JPMORGAN INVESTMENT FUNDS - INCOME OPPORTUNITY FUND

Reach beyond traditional bond investing.

Using an absolute-return-orientated approach, our Income Opportunity Fund invests flexibly across traditional, alternative and private fixed income to target uncorrelated, low volatility returns regardless of market environment.

Monthly shareclass factsheet   Monthly commentary   Fund Story  

Key Points

Expertise
  • Lead portfolio manager Bill Eigen maximises the insights of his team of absolute return investors with niche market expertise.
Portfolio
  • With its focus on providing uncorrelated, low volatility returns, this benchmark-agnostic fund may act as a diversifier to traditional fixed income, a hedged credit option or an alternative strategy.
Success
  • Has produced compelling results in periods of market volatility and has demonstrated a low correlation to traditional fixed income.
Performance during periods of rate volatility (%)

Source: J.P. Morgan Asset Management, Morningstar. JPMorgan Investment Funds – Income Opportunity Fund A (perf) (acc) – EUR (hedged). Share class inception date is 19.07.2007. There can be no assurance that the professionals currently employed by J.P. Morgan Asset Management will continue to be employed by J.P. Morgan Asset Management or that the past performance or success of any such professional serves as an indicator of such professional’s future performance or success.

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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 download the commentary below.

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Documents

Important information

The methodology and calculations used by the companies or organisations that provide the fund or fund manager awards and ratings are not verified by J.P. Morgan Asset Management and therefore we are unable to accept responsibility for their accuracy. Ratings and awards should not be relied upon for making an investment decision. Past performance is no guarantee of future results. The value of investments and the income from them may fall as well as rise and investors may not get back the full amount invested. Investment is subject to documentation (Prospectus, Key Investor Information Document (KIID) and Key Features and Terms and Conditions). Issued by JPMorgan Asset Management Marketing 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.
FX Adjusted returns have been calculated by J.P. Morgan Asset Management. Blended benchmarks have been calculated by J.P. Morgan Asset Management. All performance details are NAV-NAV with gross income reinvested.
Please note that the performance for the D share class is calculated when capital becomes available, which may not necessarily coincide with the launch date.
This Share Class seeks to minimise the effect of currency fluctuations between the Reference Currency of the Sub-Fund and the Reference Currency of this Share Class.
9 Maturity Date refers to the maturity/reset date of the security. For those securities whose reference coupon rate is adjusted at least every 397 days, the date of the next coupon rate adjustment is shown.
12 Data is shown as a percentage of NAV, which reflects leverage taken by the fund.