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JPM global strategic bond fund

JPMorgan Global Strategic Bond Fund

The JPMorgan Global Strategic Bond Fund is a portfolio of our highest conviction fixed income ideas. The fund’s manager has complete freedom to bring together the most attractive opportunities identified by our sector specialists – regardless of benchmark allocations.

To achieve a return in excess of the Bloomberg AusBond Bank Bill Index by exploiting investment opportunities in, amongst others, the debt and currency markets, using financial derivatives instruments where appropriate.

The Investment Manager seeks to achieve the stated objectives. There can be no guarantee the objectives will be met.

  Useful Links
Fund Factsheet

Fund Commentary

Product Disclosure Statement

Reference Guides

Fund highlights

  • Best ideas' actively managed unconstrained global bond fund
  • Investing in a diversified opportunity set across global fixed income and currency markets
  • Dynamic sector management, aiming to only take risk when compelling investment opportunities are identified
  • Opportunity for a better risk-adjusted return profile by holding only the best investment ideas across the globe
  • With the flexibility to shift sector and duration allocations over time, managers can consistently generate positive performance in a range of market environments

Fund Details

  • Fund Managers: Bob Michele / Iain Stealey
  • Fund launch date: 20 December 2013
  • ISIN: AU60PER07279
  • APIR: PER0727AU
  • Benchmark: Bloomberg AusBond Bank Bill Index


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* The views expressed in the video are those of the presenter and do not necessary reflect or represent the views of J.P. Morgan Asset Management

This is a promotional document and any other document or material in connection with the offer or sale, or invitation for subscription or purchase, of shares/units of any product may not be circulated or distributed, nor may shares/units of any product be offered or sold, or be made the subject of an invitation for subscription or purchase, whether directly or indirectly, to the public or any member of the public in Australia or to Australian domiciled persons except where such persons are "wholesale clients" as defined in section 761G of the Corporations Act 2001 (Cth) and where disclosure would not be required under Chapter 6D or Part 7.9 of the Corporations Act 2001 (Cth).

 For your internal use only.  Informational sources are considered reliable but you should conduct your own verification of information contained herein.

 Any forecasts or opinions expressed are JPMorgan Asset Management (Australia) Limited’s own at the date of this document and may be subject to change.  The value of investments and the income from them may fluctuate and your investment is not guaranteed.  Past performance is not necessarily a guide to future performance and investors may not get back the full amount invested.  Exchange rates may cause the value of underlying overseas investments to go down or up.  Investments in emerging markets may be more volatile than other markets and the risk to your capital is therefore greater.  Also, the economic and political situations may be more volatile than in established economies and these may adversely influence the value of investments made.

 JPMorgan Asset Management (Australia) Limited forms a key part of J.P. Morgan Asset Management.  The brand name J.P. Morgan Asset Management covers the asset management activities of JPMorgan Chase & Co. globally.  This document is issued by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919), which is regulated by the Australian Securities and Investments Commission.

© JPMorgan Chase & Co., October 2013