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.
- Lead portfolio manager Bill Eigen maximises the insights of his team of absolute return investors with niche market expertise.
- 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.
- 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. All Rights Reserved. Fund performance is shown based on the NAV of the share class A (perf) (acc) in EUR (hedged) with income (gross) reinvested including ongoing charges, excluding any entry and exit fees. Share class inception date is 19.07.2007. Indices do not include fees or operating expenses.
Past performance is not a reliable indicator of current and future results.
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. This communication is issued in the UK by JPMorgan Asset Management (UK) Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.