- Highly experienced unconstrained portfolio managers Bob Michele, Nick Gartside and Iain Stealey leverage the proprietary research of a globally integrated team of over 200 investment professionals.
- Expands investment horizons beyond traditional fixed income sectors, dynamically adjusting asset allocation and duration as market conditions evolve.
- Since inception, the Fund has provided top-decile performance and risk-adjusted returns—plus a compelling yield.1
RISK/RETURN SINCE INCEPTION
Chart source: Morningstar as of 12/31/16. Shown for illustrative purposes only. Past performance is no guarantee of future results.
1Source: Morningstar as of 12/31/16. Select Shares. Ranked: 1-yr. (27/339), 3-yrs. (41/318) and since inception (8/313). 5-and 10-year periods n/a.Sharpe Ratio measures a manager’s excess return over the risk-free rate of return (normally the cash return), divided by the standard deviation; the Fund (Select Shares) was ranked as follows: 1 yr. (25/345), 3-yrs. (56/336) and since inception (10/313). Five- and 10-years n/a. Inception date 9/4/12. Ratings reflect risk-adjusted performance. Different share classes may have different rankings. Yield refers to SEC yield. See below.
Fees and Minimums
Management and Commentary
- Uncertified Portfolio Holdings - Global Bond Opportunities Fund
- Quarterly Product Guide
- Tapping into proven success
- Supplemental Data Sheet - Global Bond Opportunities Fund
- Sales Charge / Dealer Concession Schedule
- 2016 JPMorgan Funds Capital Gains Distribution
- Quarterly Certified Holdings - JPMorgan Global Bond Opportunities Fund
- Additional Information
- Notional Exposures
Total return assumes reinvestment of income.
Mutual funds have fees that reduce their performance: indexes do not. You cannot invest directly in an index.
The Bloomberg Barclays Multiuniverse Index is a measure of the international fixed-income bond market that combines the Bloomberg Barclays Global Aggregate Index and the Bloomberg Barclays Global High Yield Index. The Bloomberg Barclays Global Aggregate Index measures grade debt from twenty-four different local currency markets. The Bloomberg Barclays Global High-Yield Index measures the global high-yield fixed income markets.
The performance of the Lipper Global Income Funds Index includes expenses associated with a mutual fund, such as investment management fees. These expenses are not identical to the expenses charged by the Fund. An individual cannot invest directly in an index.
Total return assumes reinvestment of dividends and capital gains distributions and reflects the deduction of any sales charges, where applicable. Performance may reflect the waiver of a portion of the Fund's advisory or administrative fees and/or reimbursement of certain expenses for certain periods since the inception date. If fees had not been waived and/or certain expenses were not reimbursed, performance would have been less favorable.
Â©2017, American Bankers Association, CUSIP Database provided by the Standard & Poor's CUSIP Service Bureau, a division of The McGraw-Hill Companies, Inc. All rights reserved.
Investments in bonds and other debt securities will change in value based on changes in interest rates. If rates rise, the value of these investments generally drops.
The Fund is aggressively managed and, therefore, is subject to greater fluctuation than an investment in a growth fund investing in proven growth equities. Net currency exposure is inclusive of the fund's derivative positions.
International investing bears greater risk due to social, economic, regulatory and political instability in countries in "emerging markets." This makes emerging market securities more volatile and less liquid developed market securities. Changes in exchange rates and differences in accounting and taxation policies outside the U.S. can also affect returns.
Securities rated below investment grade are considered "high-yield," "non-investment grade," "below investment-grade," or "junk bonds." They generally are rated in the fifth or lower rating categories of Standard & Poor's and Moody's Investors Service. Although they can provide higher yields than higher rated securities, they can carry greater risk.
The value of investments in mortgage-related and asset-backed securities will be influenced by the factors affecting the housing market and the assets underlying such securities. The securities may decline in value, face valuation difficulties, become more volatile and/or become illiquid. They are also subject to prepayment risk, which occurs when mortgage holders refinance or otherwise repay their loans sooner than expected, creating an early return of principal to holders of the loans.
The top 10 holdings listed reflect only the Fund's long-term investments. Short-term investments are excluded. Holdings are subject to change. The holdings listed should not be considered recommendations to purchase or sell a particular security. Each individual security is calculated as a percentage of the aggregate market value of the securities held in the Fund and does not include the use of derivative positions, where applicable.
Duration: Measures price sensitivity of fixed income securities to interest rate changes.
Average Life: The length of time the principal of a debt issue is expected to be outstanding.