JPMorgan Global Bond Fund
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Navigating falling rates with flexibility
With the US starting to cut rates, the case for fixed income has grown stronger. Declining bond yields typically present a constructive backdrop for the prospect of total return. Still, the timing and extent of future cuts will be highly dependable on incoming economic data and the overall assessment of the US economy. Market expectations on rates will likely remain fluid.
In a falling rate environment, dynamically adjusting the rate sensitivity of bond portfolios is crucial to building a resilient bond portfolio. Effective interest rate risk management1 can potentially lessen the impact of rate changes and contribute to portfolio performance.
At J.P. Morgan Asset Management, we provide a wide range of actively managed fixed income solutions that help seize opportunities and find harmony in interest rate exposure when rates fall. Start navigating changing rates with flexibility today.
High quality portfolio with active management in interest rate exposure
Employing a disciplined risk management strategy1 to dynamically adjust interest rate exposure while seeking a relatively lower volatility against the benchmark.
A diversified global exposure
Tapping into the potential of government bonds and IG corporates across global markets as various markets are experiencing distinct interest rate cycles, which give rise to diverse opportunities.
Relatively attractive yields
Elevated yields in bonds present quality asset seekers with relatively attractive income.
Flexible in managing rate sensitivity of the portfolio
Managing interest rate risk with a possible duration range from 1 to 10 years.
Dynamic sector allocation
Capturing high-conviction ideas by investing opportunistically across the bond universe without constraints.
Diversified income sources
Seeking out compelling income opportunities across the entire fixed income spectrum covering 1,700+ securities.
Investment ideas on fixed income
- The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.
- Please refer to the fund’s offering documents for further details on its objectives. The manager seeks to achieve its stated objectives and there is no guarantee they will be met.
- The Fund Selector Asia Fund Awards Hong Kong are issued by Fund Selector Asia in 2023, based on volatility and consistency of performance as well as fund selector choices for the three-year period ending 30 June 2022.
- Asian Private Banker Asset Management Awards for Excellence are issued by Asian Private Banker in 2024, reflecting product performance, business performance, service competency, branding and marketing as at end-December 2023.
- The Refinitiv Lipper Fund Awards Hong Kong 2023 are issued by Refinitiv Lipper in the year specified, reflecting performance as at end-December 2022. Refinitiv Lipper Fund Awards, © 2023 Refinitiv. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this content without express written permission is prohibited.
Provided for information only based on market conditions as of date of publication, not to be construed as investment recommendation or advice. The manager seeks to achieve the stated objectives. There can be no guarantee the objectives will be met.
Diversification does not guarantee investment return and does not eliminate the risk of loss. Yields are not guaranteed. Positive yield does not imply positive return.
Investment involves risk. Not all investments are suitable for all investors. Past performance is not a reliable indicator of current and future results. Please refer to the offering document(s) for details, including the risk factors. Investors should consult professional advice before investing. Investments are not similar to or comparable with fixed deposits. The opinions and views expressed here are as of the date of this publication, which are subject to change and are not to be taken as or construed as investment advice. Estimates, assumptions and projections are provided for information only and may or may not come to pass. This document has not been reviewed by the SFC. Issued by JPMorgan Funds (Asia) Limited.