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  1. Fixed Income ETFs | Exchange Traded Funds

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Fixed income ETFs

Designed to amplify your fixed income exposure




Dynamic exchange-traded fund solutions for today’s bond markets

Global bond markets provide a multitude of opportunities for investors looking to manage portfolio risk, target long-term growth and generate a regular, attractive income. However, the complexities of fixed income investing can make building and maintaining diversified bond portfolios challenging, even for the most sophisticated of investors.

By utilising the structure of the ETF wrapper, our fixed income ETFs have been meticulously designed to offer investors access to a range of easily tradeable and highly liquid bond strategies, backed by the deep resources and rigorous research of a truly global fixed income investment platform

All data as of 31 December 2022. Source: J.P. Morgan Asset Management. Numbers include assets under management and investment professionals across our global fixed income and liquidity investment platform.

In focus: EUR Corporate Bonds

* The TER includes a waiver of 0.15% p.a. until 31 May 2024. From 1 June 2024, the TER will revert to up to 0.19% p.a.

Fixed income ETF range

Our range of fixed income ETFs delivers J.P. Morgan Asset Management’s extensive fixed income expertise in the ETF wrapper, providing investors with powerful tools to implement strategic and tactical fixed income decisions, with maximum efficiency across markets and strategies.

  • Global
  • ESG
  • Ultra-short duration ETFs
  • Credit ETFs
  • Emerging market debt ETFs
  • Sovereign ETFs
Global

Core active fixed income solution that targets global diversified sources of alpha in order to be able to outperform the benchmark in both rising and falling markets.

  • JPM Global Aggregate Bond Active UCITS ETF
ESG

Active fixed income exposure where ESG considerations are embedded in the investment approach. Each fund has the SFDR1 Article 8 or Article 9 classification

  • JPM Green Social Sustainable Bond UCITS ETF
  • JPM EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF
  • JPM EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF
  • JPM USD Corporate Bond Research Enhanced Index (ESG) UCITS ETF
  • JPM EUR Ultra-Short Income UCITS ETF
  • JPM GBP Ultra-Short Income UCITS ETF
  • JPM USD Ultra-Short Income UCITS ETF
Ultra-short duration ETFs

Effective active portfolio solutions for fixed income investors looking to reduce interest rate risk, and for liquidity investors looking to boost income by moving some assets out of cash.

  • JPM EUR Ultra-Short Income UCITS ETF
  • JPM GBP Ultra-Short Income UCITS ETF
  • JPM USD Ultra-Short Income UCITS ETF
  • JPM RMB Ultra-Short Income UCITS ETF
Credit ETFs

Active credit strategies providing Index-enhanced corporate bond exposure and multi-factor opportunities in high yield.

  • JPM EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF
  • JPM EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF
  • JPM USD Corporate Bond Research Enhanced Index (ESG) UCITS ETF
  • JPM Global High Yield Corporate Bond Multi-Factor UCITS ETF
Emerging market debt ETFs

Active and passive solutions for investors looking to allocate to EMD sovereigns and China’s burgeoning bond markets.

  • JPM USD Emerging Markets Sovereign Bond UCITS ETF
  • JPM RMB Ultra-Short Income UCITS ETF
  • JPM BetaBuilders China Aggregate Bond UCITS ETF
Sovereign ETFs

Passive fixed income strategies designed to provide efficient and cost-effective exposure to major developed market bond benchmarks.

  • JPM BetaBuilders EUR Govt Bond 1-3 yr UCITS ETF
  • JPM BetaBuilders EUR Govt Bond UCITS ETF
  • JPM BetaBuilders UK Gilt 1-5 yr UCITS ETF
  • JPM BetaBuilders US Treasury Bond 0-1 yr UCITS ETF
  • JPM BetaBuilders US Treasury Bond 0-3 Months UCITS ETF
  • JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF
  • JPM BetaBuilders US Treasury Bond UCITS ETF

Fixed income insights and research

Get the latest insights from J.P. Morgan Asset Management’s fixed income experts, and keep up to date with all the developments in global bond markets.

This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they to be taken as advice or a recommendation, to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. The value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, there can be no assurance that the investment objectives of the investment products will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emeaprivacy-policy. As the product may not be authorised or its offering may be restricted in your jurisdiction, it is the responsibility of every reader to satisfy himself as to the full observance of the laws and regulations of the relevant jurisdiction. Prior to any application investors are advised to take all necessary legal, regulatory and tax advice on the consequences of an investment in the products. Shares or other interests may not be offered to or purchased directly or indirectly by US persons. All transactions sed on the latest available Prospectus, the Key Information Document (KID) and any applicable local offering document. These documents together with the annual report, semi-annual report, instrument of incorporation and sustainabilityrelated disclosures, are available in English from JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, your financial adviser or your J.P. Morgan Asset Management regional contact or at http://www.jpmorganassetmanagement.ie . A summary of investor rights is available in English at https://am.jpmorgan.com/lu/investor-rights . J.P. Morgan Asset Management may decide to terminate the arrangements made for the marketing of its collective investment undertakings. Units in Undertakings for Collective Investment in Transferable Securities (“UCITS”) Exchange Traded Funds (“ETF”) purchased on the secondary market cannot usually be sold directly back to UCITS ETF. Investors must buy and sell units on a secondary market with the assistance of an intermediary (e.g. a stockbroker) and may incur fees for doing so. In addition, investors may pay more than the current net asset value when buying units and may receive less than the current net asset value when selling them. In Switzerland, JPMorgan Asset Management Switzerland LLC (JPMAMS), Dreikönigstrasse 37, 8002 Zurich, acts as Swiss representative of the funds and J.P. Morgan (Suisse) SA, Rue du Rhône 35, 1204 Geneva, as paying agent. With respect to its distribution activities in and from Switzerland, JPMAMS receives remuneration which is paid out of the management fee as defined in the respective fund documentation. Further information regarding this remuneration, including its calculation method, may be obtained upon written request from JPMAMS. This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000. This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.

 

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