3, 2, 1 – getting ready to invest in Chinese bonds
Expand your sources of income by considering the potential opportunities in Chinese bonds.
Understand how our award-winning flagship Fund seeks to deliver attractive income for a given level of risk
What is securitisation? Let’s explore the potential benefits it can bring to your investment portfolio.
What are mortgage-backed securities? Let’s explore the potential benefits it can bring to your investment portfolio.
What are asset-backed securities? Let’s explore the potential benefits it can bring to your investment portfolio.
2019 saw the US Federal Reserve and around 40 central banks globally cutting rates at a combined total of 60-plus times in response to escalating trade tensions and other recession risks. With lower yields likely to persist, investors may need to explore the full spectrum of the fixed income space for better income opportunities.
Non-traditional fixed income sectors such as asset-backed securities (ABS) and mortgage-backed securities (MBS) provide additional sources of income. From auto loans to residential mortgages, different securitised assets are expected to continue benefitting from robust US consumer confidence.
In addition, securitised assets historically had low or even negative correlation to equities, delivering relatively better performance during significant equity downturns.
ACCESS TO THE POWER OF A GLOBALLY INTEGRATED TEAM OF INVESTMENT PROFESSIONALS
Rich or cheap valuation on:
Investing opportunistically across the bond universe without benchmark constraints, the fund managers can take advantage of the flexibility in managing the portfolio.
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 5% or above over the past two years. (*Aim at monthly distribution. Dividend rate is not guaranteed. Distributions may be paid from capital. Refer to important information 3)
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|
Multiple debt markets and sectors
The Fund invests in a wide range of fixed income securities, covering not only traditional but also non-traditional fixed income, allowing for a wider source of income.
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 1-year, 2-year, 3-year and 5-year horizons.
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 2020 for his outstanding fund management.
|Fund Selector Asia Awards Hong Kong 2020 Global Bond – Platinum*||Lipper Fund Awards Hong Kong 2019
Best Fund over 3 Years – Bond Global ^
|Citywire Asia Fund Manager Award 2020
Best Fund Manager, Hong Kong: Global Bonds+