JPM MULTI-ASSET INCOME FUND
Scour the world, find more yield
Using a flexible approach that seeks only the best income opportunities, this fund aims to provide investors with a consistent and attractive income stream and has generated long-term capital growth.
Quarterly income payments (%)
- Has consistently provided an attractive income yield far above cash-based investments.
- Combines a flexible approach with disciplined risk management.
- Diversifies across types of investment and regions: 1,500+ securities, 50+ countries.
- Accesses the best income ideas from J.P. Morgan Asset Management’s global analysts.
A flexible approach to providing a regular income
Many investment instruments can provide income - bonds, convertibles, and stocks, for example. By creating a flexible and diversified portfolio that draws on all these investments globally, the fund aims to deliver an attractive and diversified yield for a balanced level of risk.
It’s this relentless search for yield that helps the fund to generate an attractive monthly or quarterly income and provides our best income ideas.
Cumulative fund performance since inception (%)
Square Mile’s Talking Factsheet
Talking Factsheets is a service for users of Square Mile’s Academy of Funds. They combine Square Mile’s independent, qualitative fund research with user-friendly video content, providing viewers with the opportunity to see and hear Square Mile’s fund analysts giving first-hand, expert perspectives on the funds. For more information, visit Square Mile’s website.
Source: Square Mile Academy of Funds December 2015. All data has been sourced independently by Square Mile. The content has been reproduced with permission from Square Mile and all opinions are their own. This video has been produced for information purposes only and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the viewer.
- JPM Multi-Asset Income Fund - Commentary
- JPM Multi-Asset Income Fund - Annual Report Short Form
- JPM Multi-Asset Income Fund - Interim Report Short Form
- JPMorgan Fund ICVC - Interim Report & Accounts
- JPMorgan Fund ICVC - Annual Report & Accounts
- Shareclass factsheet
- JPM Multi-Asset Income Fund A - Net Accumulation - KIID
- JPM Multi-Asset Income Fund - Fund story
- Income distribution and capital growth illustration
Client Facing Literature
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The methodology and calculations used by the companies or organisations that provide the fund or fund manager awards and ratings are not verified by J.P. Morgan Asset Management and therefore we are unable to accept responsibility for their accuracy. Ratings and awards should not be relied upon for making an investment decision. Past performance is no guarantee of future results. The value of investments and the income from them may fall as well as rise and investors may not get back the full amount invested. Investment is subject to documentation (Prospectus, Key Investor Information Document (KIID) and Key Features and Terms and Conditions). Issued by JPMorgan Asset Management Marketing Limited which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 288553. Registered address: 25 Bank St, Canary Wharf, London E14 5JP.
***Ranking in the IMA Mixed Investment 20-60% shares category. The value of investments and the income from them may fall as well as rise and investors may not get back the full amount invested.