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.
Key Points
- 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. 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.
Performance
Fees
Portfolio
Management
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Documents
Product Information
J.P. Morgan Insights
Legal Documents
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