Outlook 2021: portfolio positioning with ‘G.P.S.’
Uneven recoveries in 2021 would imply the need for more active management.
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Market uncertainties have reinforced the dovish bias for central banks. As monetary policy remains accommodative in this environment and lower government bond yields likely to persist, investors may need to explore the full spectrum of fixed income to broaden their sources of income opportunities.
As different fixed income sectors have varied correlations with each other, having a broad mix of sectors brings potential diversification* benefits to a portfolio and may achieve lower volatility than those of individual sectors.
ACCESS TO THE POWER OF A GLOBALLY INTEGRATED TEAM OF INVESTMENT PROFESSIONALS
Rich or cheap valuation on:
Unconstrained fixed income approach
Investing opportunistically across multiple debt markets and sectors without benchmark constraints, the fund managers can focus on their top convictions to capture attractive income opportunities for a given level of risk. With an unconstrained approach, the fund managers navigate dynamically in changing market conditions.
A wider opportunity set
The Fund invests in a wide range of fixed income securities, covering traditional and non-traditional fixed income, allowing for a wider source of income.
Focusing on income
The fund managers manage the income of the Fund to help minimise fluctuations in dividend payments of its monthly distribution share classes*. Its USD (mth) class has maintained a distribution yield^ of 4.8% or above since launch. (*Aim at monthly distribution. Dividend rate is not guaranteed. Distributions may be paid from capital. Refer to important information 3)
Compelling risk and return profile
The Fund has delivered stronger returns relative to the peer average, while exhibiting lower volatility compared with its peer group over 3-year and 5-year horizons.
More currency choices now available
In addition to USD and HKD, the Fund offers investors with multiple currency choices, including the AUD Hedged, RMB Hedged†, GBP Hedged, EUR Hedged, and SGD Hedged Classes.
|Available classes||Launch date|
|USD (acc) Class||02.06.2014|
|USD (mth) Class||19.12.2014|
|HKD (mth) Class||19.12.2014|
|AUD Hedged (mth) Class||05.09.2019|
|RMB Hedged (mth) Class†||05.09.2019|
|GBP Hedged (mth) Class||05.09.2019|
|EUR Hedged (mth) Class||05.09.2019|
|SGD Hedged (mth) Class||05.09.2019|
The JPMorgan Funds – Income Fund is an award-winning offering with a strong track record. Andrew Norelli, who co-manages the Fund, was also named Best Hong Kong Manager – Global Bonds+ in the Citywire Asia Awards 2019 and 2020 for his outstanding fund management.
|Lipper Fund Awards Hong Kong 2019
Best Fund over 3 Years – Bond Global ^
|Fund Selector Asia Awards Hong Kong 2020 Global Bond – Platinum*||2020 Citywire Asia Awards Hong Kong Best Fund Manager Award - Global Bonds+|