A growing investment universe
The green, social and sustainable bond markets are growing rapidly and broadening out, enabling issuers to finance sustainable products and investors to build diversified core fixed income portfolios with demonstrable environmental and social impact.
Source: LSEG Datastream, J.P. Morgan Asset Management. As of 30 June 2024.
Graph source: HSBC Research. As at 8 March 2024. Multi-lateral means a supranational – such as the EU, the World Bank or the Nordic Investment Bank. A sub-sovereign is based in a single country – cities, municipalities, provinces, regions, etc. ABS = Asset Backed Securities. *ESG-labelled bonds encompass a broad range of bonds which have specific sustainability terms attached. They include, but are not limited to, green, social, sustainable and sustainability-linked bonds. Cards source: International Capital Market Association (ICMA).
Seeking transparency and alpha with the Green Social Sustainable Bond Fund
Avoiding greenwashing and generating alpha in this growing market requires active insight. JPMorgan Funds - Green Social Sustainable Bond Fund leverages an established global research framework and the specialist knowledge of our sustainable investing team to achieve full transparency into underlying projects and to mitigate the ‘greenium’ associated with ESG-labelled bonds.
Every bond in the portfolio is linked to sustainable activities as defined by ICMA and qualifying as sustainable investments under Article 9 EU SFDR.
An active, transparent, sustainable core bond portfolio
Build a diversified fixed income portfolio financing green, social and sustainable projects.
More Information
Image source: Getty images
This is a marketing communication. The views contained herein are not 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 are considered to be reliable at the time of writing, 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. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. 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. 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/emea-privacy-policy. 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
09i6232208091422