JPM Income Opportunity B (perf) (dist) - GBP (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. 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.

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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

Product Information

J.P. Morgan Insights

Legal Documents

Before investing, please ensure you have read the below documents.

Important information

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.
12 Data is shown as a percentage of NAV, which reflects leverage taken by the fund.