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
Expertise
- 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 (%)
-3Q17.png)
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.
Past performance is not a reliable indicator of current and future results.
Performance
Performance widget loading ...
Fees
Fees widget loading ...
Portfolio
Portfolio widget loading ...
Management
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.