JPM Unconstrained Bond Fund C - Gross Income - J.P. Morgan Asset Management

18/12/2017: JPM Strategic Bond Fund has been renamed JPM Unconstrained Bond Fund and has moved from the "£ Strategic Bond" IA sector to the "Targeted Absolute Return" IA sector. These changes do not alter the way in which the fund is currently being managed or the risk profile of the fund.


Loosen the constraints of your bond portfolio

With a focus on mitigating downside risk, the Unconstrained Bond Fund targets attractive risk-adjusted returns in different market and interest rate environments by investing flexibly across global fixed income markets.


Monthly shareclass factsheet >  
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Key Points

  • Highly experienced unconstrained portfolio managers Bob Michele, Nick Gartside and Iain Stealey leverage the proprietary research of a globally integrated team of over 280 sector specialists.
  • Expands investment horizons beyond traditional fixed income sectors, dynamically adjusting asset allocation and duration as market conditions evolve.
  • Has produced a positive return since launch in May 2009, including in periods of rising rates.

Source: J.P. Morgan Asset Management, Bank of America Merrill Lynch, Bloomberg; as of 30.09.2018. Inception date: 06.05.2009. Fund performance is shown based on the NAV of the share class A Net (acc) in GBP with income (net) reinvested including actual ongoing charges excluding any entry and exit fees. Performance shown in the chart is cumulative. Fund and benchmark rebased to 100 as at fund inception.
Past performance is not a reliable indicator of current and future results.

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Fund Managers

For more information about this fund, please refer to the product information below.


Important information

For Professional Clients only – not for Retail use or distribution

This is a marketing communication and as such the views contained herein are not to be taken as advice or a 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 in this document 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 own at the date of this document. They are considered to be reliable at the time of writing, 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 products or underlying overseas investments. Past performance and yield are not a reliable indicator of current and future results. 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 products, there can be no assurance that those objectives will be met.

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy

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 (UK) Limited. This communication is issued by JPMorgan Asset Management (UK) Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Registered in England No: 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

*FE Crown rating, Square Mile Research rating and DT risk profile as at 01 December 2018.

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