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Global Corporate Bond Fund (JP Morgan)

The Global Corporate Bond Fund (JP Morgan) is a unit-linked fund that gives you the opportunity to gain exposure to corporate bonds.

Main features

Who should invest in the fund?

  • Investors who are comfortable with a low to medium level of risk.
  • Appeals to investors who have a medium to long term investment horizon.

Find out if this fund is available for your product choice (PDF - 278 KB)

How it works

The aim of the fund is to achieve a return in excess of global corporate bond markets by investing primarily in global fixed and floating rate debt securities. It does this by investing in the JP Morgan Global Corporate Bond Fund.

In order to strategically reduce risk, the fund may at times invest in investment grade government bonds and it may also use derivative strategies where appropriate.

The fund primarily uses an investment grade corporate bond strategy, but may invest in high-yield corporate bond issues to a limited extent.

It will not actively take duration, curve, currency or structured credit risk. As such, it will not invest in asset backed securities or mortgage backed securities.

As this fund invests some of its assets outside the eurozone, a currency risk arises for a euro investor. This fund is managed by JP Morgan.

Asset Split**

Annualised Performance (%)*

*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.

The fund price/performance shown is for the Pension / Gross of Tax Funds category.

*Source: Zurich Life

**Note: Asset Splits are updated monthly.

Why JP Morgan?

JP Morgan has expertise across every key asset class and investment market so it can offer clients the widest range of investment solutions. Its business is asset management and it has investment teams networked across more than 15 cities across the world, connected by investment hubs in London, New York, Tokyo and Hong Kong. With assets under management of $1.5 trillion*, it is one of the largest asset and wealth managers in the world.

*Source: JP Morgan, September 2013.

JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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