Lower fund expenses for us, lower costs for you
When our sub-funds are growing strongly, we believe you should share in the savings that come with increasing scale. That’s why we’ve introduced a cap on our operating and administration (O&A) costs across all Sub-Funds within JPMorgan Investment Funds and JPMorgan Funds.


Simple changes can make a big difference
As of 1 July 2015, we’re changing our O&A costs from fixed basis-point expenses to variable, with a cap. The cap will never be higher than the existing fixed level, so no one will pay more. In fact, most investors will actually pay less.

The cap on costs is designed to give you:
• An effective way to share in the cost efficiencies that come from growth in our sub-funds
• A completely transparent way to see—and understand—actual O&A costs for your specific share class, with full details in your annual report


Find out more
If you have any questions on the changes and how they affect you, please contact your usual J.P. Morgan Asset Management representative or email us at: info.benelux@jpmorgan.com

Simple changes can make a big difference

As of 1 July 2015, we’re changing our O&A costs from fixed basis-point expenses to variable, with a cap. The cap will never be higher than the existing fixed level, so no one will pay more. In fact, most investors will actually pay less.

The cap on costs is designed to give you:
• A completely transparent way to see—and understand—actual O&A costs for your specific share class, with full details in your annual report
• A completely transparent way to see—and understand—actual O&A costs for your specific share class, with full details in your annual report


Find out more

If you have any questions on the changes and how they affect you, please contact your usual J.P. Morgan Asset Management representative or email us at: info.country@jpmorgan.com

Find out more

If you have any questions on the changes and how they affect you, please contact your usual J.P. Morgan Asset Management representative or email us at: info.country@jpmorgan.com

"Our first duty is always to our clients, so making these changes to ensure they share in the benefits of increasing scale is an important part of our ongoing client commitment."

Massimo Greco,
Head of European Funds, J.P. Morgan Asset Management

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Webconférence trimestrielle
- Réécouter la dernière édition (25 septembre 2014)
- Le résumé sera prochainement disponible
- Prochaine webconférence : décembre 2014
 

Les webconférences sont réservées aux professionnels

 

Points clés du fonds

Pas de contrainte d’indice de référence
Le fonds privilégie les plus fortes convictions stratégiques et tactiques, sur tous les secteurs de la dette émergente (obligations souveraines en dollar, obligations d’entreprises investment grade et à haut rendement, obligations en devises locales).

Une gestion flexible
Conçue pour s’adapter aux différents environnements de marché.

Des instruments de couverture
Pour réduire le risque de perte dans les environnements de marché défavorables.

Un profil de risque asymétrique
Le fonds a capté 86 % de la hausse du marché* et 58 % de la baisse depuis son lancement en avril 2011.


* Proxy du marché : moyenne équipondérée des indices de dette souveraine émergente en devise dure (EMBI Global Diversified), dette en devise locale (GBI-EM Global Diversified) et dette des entreprises (CEMBI Broad Diversified). Date de lancement du fonds : 12 avril 2011. Donnée au 31/08/2014. La performance passée ne préjuge pas des résultats futurs.


Principaux risques

Le fonds n’est pas garanti en capital

Les titres de catégorie inférieure à investment grade présentent un risque supérieur

Les marchés émergents peuvent être plus volatils et moins liquides que les marchés développés


Perspectives trimestrielles de l'équipe - T3 2014