JPM Unconstrained Bond Fund C - Gross Accumulation - 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.


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.


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Key Points

  • 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

Source: J.P. Morgan Asset Management, Bank of America Merrill Lynch, Bloomberg; as of 30.09.2017. 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. Past performance is not an indication of future performance. Performance shown in the chart is cumulative. Fund and benchmark rebased to 100 as at fund inception.

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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 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.

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co and its affiliates worldwide. You should note that if you contact J.P. Morgan Asset Management by telephone those lines may be recorded and monitored for legal, security and training purposes. You should also take note that information and data from communications with you will be collected, stored and processed by J.P. Morgan Asset Management in accordance with the EMEA Privacy Policy which can be accessed through the following website

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.

*Square Mile Research rating and DT risk profile as at 01 January 2018.

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