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Income Opportunity Fund (JP Morgan)

The Income Opportunity Fund (JP Morgan) is an opportunistic, flexible bond fund targeting positive returns in excess of cash regardless of market environment. It does this by investing in the JP Morgan Income Opportunity Fund.

Main features

  • Actively managed fund.
  • A currency risk arises for a euro investor as some of the investments held are outside the Eurozone.
  • Risk rating: 3

Who should invest in the fund?

  • It is designed for investors who are comfortable with a low to medium level of risk and 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

It aims to achieve a return in excess of cash by exploiting investment opportunities in, amongst others, the debt and currency markets, and using financial derivative instruments where appropriate.

The fund can move flexibly across bond markets, investing only in areas which JP Morgan believes offer attractive future returns relative to cash, and therefore, it may have the ability to protect capital as well as deliver strong returns.

Its low correlation with traditional bond funds means it also offers compelling diversification benefits as a complement to a traditional portfolio.

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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