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Global Government Bond Fund (JP Morgan)

The Global Government Bond Fund (JP Morgan) is a unit-linked fund that gives you the opportunity to gain exposure to government bonds. It does this by investing in the JP Morgan Global Government Bond Fund.

Main features

Who should invest in the fund?

  • Low to medium risk investors, looking for an opportunity to gain exposure to global government bonds.
  • Investors with 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 fund has a benchmark of the JP Morgan Government Bond Index Global, hedged into euro (Total Return Gross).

It aims to achieve a return in line with the benchmark by investing primarily in a portfolio of global government debt.

At least 67% of the fund's assets (excluding cash and cash equivalents) will be invested in debt securities issued or guaranteed by governments globally, excluding supranationals, local governments and agencies.

The fund may use financial derivative instruments for the purposes of hedging and efficient portfolio management.

A currency risk arises for a euro investor as some of the investments held are from outside the Eurozone.

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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