|JPMorgan Funds – Income Fund
JPMorgan Multi Income Fund
With the further easing of pandemic curbs, more people are ready to travel again.
When planning a journey, you will consider factors such as the season and destination before making your travel reservations. Likewise, when it comes to investing, you will keep in mind market conditions such as elevated inflation, rising interest rates and slower economic growth as these may impact your investment decision1.
Current economic data shows recession risk rising in the US over the next 6-12 months. Although in our view this risk will partly offset by a robust job market, corporate spending and the reopening of more economies in Asia, there is still a need to build a resilient and diversified portfolio based on their investment objectives and risk appetite.
In a changing market environment, investors can build resilient portfolio by seeking income opportunities across a broader investment spectrum.
Income ideas explained in 2 minutes
(Video in Chinese only)
Having a packing checklist can help ensure that you do not miss out on the essentials. Similarly, here are some considerations investors look at as they seek to build stronger income portfolios.
With this checklist, you are ready to start your income journey! Check out J.P. Morgan’s income strategies now.
Plan and pack with J.P. Morgan’s income strategies
Flexible income exposure
Investing in almost 2,000 securities, the Fund seeks out income opportunities across the entire fixed income spectrum with active duration management amid a changing interest rate environment.
The possible duration range of the Fund
Seeking consistent payout
With diversified income sources, the Fund strives to deliver consistent income. As of end-January 2023, the distribution yield of the Fund’s Class A (mth) - USD was
whereas yield as of end-December 2022 was 5.78%*
(*Aim at monthly distribution. Dividend rate is not guaranteed. Distributions may be paid from capital Refer to important information3.)
Outperformance against peers
The Fund delivered stronger cumulative returns relative to its peer group average over the 1-year, 3-year and 5-year horizons.
Diverse income from bonds and equities
Investing across 90+ markets and 15+ asset classes, the
in the Fund can help bring about the diversification of income and risks.
Increased annualised payout
Distribution yield of the Fund has increased since early 2023. As of end-January 2023, the yield of Class (mth) - USD is
whereas yield as of end-December 2022 was 5.80%*
(*Aim at monthly distribution. Dividend rate is not guaranteed. Distributions maybe paid from capital Refer to important information3.)
In the 1035 quarterly investment cycles since launch, the Fund registered positive returns in
of the cycles. Cumulative returns since the Fund’s launch were 67.8% and it has been ranked in the first quartile among peers.
Start investing monthly online to enjoy a LIFETIME offer!
From now until 29 Dec 2023, J.P. Morgan eTrading existing customers and new customers who have started monthly investment by registration or opening an account online, can enjoy a special LIFETIME offer*.
Income investment ideas
- For illustrative purposes only based on current market conditions, subject to change from time to time. Not all investments are suitable for all investors. Exact allocation of portfolio depends on each individual’s circumstance and market conditions. Provided to illustrate general trends and macro views, not tailored to any specific individual's objectives or circumstances, not to be construed as offer, research or investment advice. There is no guarantee the objectives will be met. Investors should seek financial advice, refer to offering documents and make independent evaluation before investing.