JPM Income Opportunity C (perf) (acc) - USD - 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 refer to the product information 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.