30/03/2017: Effective immediately, Matt Pallai has transitioned internally from Global Fixed Income, Currency & Commodities (“GFICC”) to Multi-Asset Solutions (“MAS”) and been removed from the portfolio management team on JPM Strategic Bond Fund.
JPM STRATEGIC BOND FUND
Broader bond horizons
With a focus on mitigating downside risk, this fund targets attractive risk-adjusted returns across different market environments by investing flexibly across global fixed income markets.
- Experienced management team incorporates insights from over 280 sector specialists across 10 locations, 7 countries and 4 continents around the globe.
- An unconstrained best ideas fund with the ability to shift allocations and interest rate sensitivity dynamically as market conditions change.
Has produced a positive return since launch in May 2009, including in periods of rising rates.
Strategic Bond Fund in periods of rising rates
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 January 2017. 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 Strategic Bond Fund A - Net Income - KIID
- JPMorgan Fund ICVC - Prospectus
- OEIC application form
- Supplementary Information Document
- JPMorgan Fund ICVC - Interim Report & Accounts
- JPMorgan Fund ICVC - Annual Report & Accounts
- JPM Strategic Bond Fund - Interim Report Short Form
- Pre-sale Cost & Charges
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This is a promotional page 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 reader. Any research on this page has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s at the date of publishing. They are considered to be reliable at the time of publishing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you.
It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the product(s) or underlying overseas investments. Both past performance and yield may not be a reliable guide to current and future performance. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment product(s), there can be no assurance that those objectives will be met.
Investment is subject to documentation which is comprised of the Prospectus, Key Investor Information Document (KIID) and either the Supplementary Information Document (SID) or Key Features/Terms and Condition, copies of which can be obtained free of charge from JPMorgan Asset Management Marketing Limited. 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.
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