Where we see income opportunities as the Fed winds down stimulus
We share how we employ a flexible approach to tap into income opportunities.
Portfolio manager Q&A: JPMorgan Global Income Strategy
What has changed for income investing1?
A diversified strategy integrating multiple asset classes as well as traditional and extended sectors can help broaden income and return potential in a changing landscape2.
Why we employ a multi-asset approach for income?
Being able to diversify across multiple asset classes helps seek opportunities for consistent income while managing risks3.
Where do we find relatively attractive income opportunities?
We scour the world for income and opportunities for growth4.
JPMorgan Global Income Fund
JPMorgan Global Income Fund seeks to deliver our high-conviction ideas across different income-generating asset classes in a truly diversified portfolio. Drawing on 50+ years of experience in multi-asset investing as a team, we dynamically allocate assets across different geographies, asset classes, market capitalisation and capital structures, striving to generate a consistent, risk-adjusted income.
Seeking only the best income opportunities from around the globe, the Fund aims to provide investors with a consistent and potentially attractive income with a traditional balanced risk profile.
Delivering our highest-conviction ideas into a single portfolio, the Fund draws on J.P. Morgan Asset Management’s global platform to invest flexibly in income-producing securities across regions, asset classes and capital structures.
It is important to understand that with the ever-changing market environment, there is not one single asset class that can consistently outperform every year. But investing in a diversified* portfolio over the longer term can help generate a more stable risk and return profile compared to holding only one asset class.
The Fund uses a global unconstrained approach and invests in more than 2,500 securities1 around the world in a highly-diversified portfolio. This allows our portfolio managers and asset class specialists to seek best sources of income while diversifying* risks.
Asset class returns
This table summarises the key differences of each dividend policy currently available to Singapore investors of the JPMorgan Global Income Fund.
Our new JPMorgan Global Income Fund (icdiv) share class is expected to include dividend distribution from capital as well as the gains of the share class. This ‘income and capital dividend’, or icdiv share class will have a consistent dividend distribution mechanism, presenting more flexibility with capital planning for investors seeking consistent income.
The (icdiv) share class is designed to help investors achieve their objectives by converting some of the shares in JPMorgan Global Income Fund into cash.
Try this illustrative calculator to understand the (icdiv) share class.
OUR MULTI-ASSET CAPABILITIES
Assets under management
Have access to 22 in 11 countries
101 multi-asset investment professionals with 12+ average years of experience
Additionally, have access to 1,000+ investment professionals worldwide
JPMorgan Global Income Fund is available at the following distributors: