To capitalise on the world of opportunities opening up as bond markets recover, while managing uncertainties such as the path of interest rates and inflation, it makes sense to choose a flexible, global approach.
Unconstrained bond investing allows investors to explore all avenues to seek total return, income and volatility management, with expert managers dynamically adjusting asset allocation and duration as market conditions evolve.
No benchmarks, no bias, no borders
At J.P. Morgan Asset Management, our cross-sector expertise and deep research resources enable us to invest across the global bond universe, building dynamic fixed income portfolios for a range of risk appetites and goals.
Our disciplined investment process combines top-down and bottom-up analysis, with a common research framework to integrate ideas.
1 Source: J.P. Morgan Asset Management, as of 31 December 2022.
2 In actively managed assets deemed by J.P. Morgan Asset Management to be ESG integrated under our governance process, we systematically assess financially material ESG factors amongst other factors in our investment decisions with the goals of managing risk and improving long-term returns. ESG integration does not change a strategy’s investment objective, exclude specific types of companies or constrain a strategy’s investable universe.
Unconstrained fixed income funds for diverse objectives
JPMorgan Funds - Global Strategic Bond Fund
Seeks an attractive risk-adjusted return profile over time, with a focus on mitigating downside risk.
JPMorgan Funds - Global Bond Opportunities Sustainable Fund
Aims to generate attractive total returns over time, with an explicit focus on sustainability.
JPMorgan Funds - Income Fund
Seeks the highest income consistent with a prudent level of risk.
JPMorgan Funds - Global Bond Opportunities Fund
Investment objective
To achieve a return in excess of the benchmark by investing opportunistically in an unconstrained portfolio of debt securities and currencies, using derivatives where appropriate.
Discover the fund >ESG approach
The fund promotes social and/or environmental characteristics, but does not have sustainable investing as a core objective (SFDR Article 8).
Risk/return vs. key market indices (EUR, gross of fees, since fund inception)
JPMorgan Funds – Global Strategic Bond Fund
Investment objective
To achieve a return in excess of its benchmark by exploiting investment opportunities in, amongst others, the debt and currency markets, using derivatives where appropriate.
Discover the fund >ESG approach
The fund promotes social and/or environmental characteristics, but does not have sustainable investing as a core objective (SFDR Article 8).
Rolling 1 year performance (EUR, gross of fees)
JPMorgan Funds – Global Bond Opportunities Sustainable Fund
Investment objective
To achieve a return in excess of the benchmark by investing opportunistically in an unconstrained portfolio of debt securities (positively positioned towards Debt Securities with positive E/S characteristics and debt securities issued by companies and countries that demonstrate improving E/S characteristics) and currencies, using derivatives where appropriate. Debt Securities with positive E/S characteristics are those that the Investment Manager believes have been issued by companies and countries that demonstrate effective governance and superior management of environmental and social issues (sustainable characteristics).
Discover the fund >ESG approach
The fund promotes social and/or environmental characteristics, but does not have sustainable investing as a core objective (SFDR Article 8).
Seeking to maintain sustainability above the fixed income universe
Sector ESG scores vs. relative fixed income universe
JPMorgan Funds – Income Fund
Investment objective
To provide income by investing primarily in debt securities.
Discover the fund >ESG approach
The fund promotes social and/or environmental characteristics, but does not have sustainable investing as a core objective (SFDR Article 8).
Seeks to provide attractive yield with lower volatility than individual sectors
Your partner for the bond recovery
For investors re-evaluating portfolios in this new dawn for bond investing, J.P. Morgan Asset Management offers fixed income solutions that span the risk spectrum, underpinned by the deep resources and rigorous research of a truly global platform.
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