Attractive and consistent income with the JP Morgan Income Fund and JPMorgan Income ETF
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The JPMorgan Income Fund and its sister ETF, JPMorgan Income ETF (Cboe: JPIE) leverage a team of 300+ investment professionals to generate high-conviction income ideas.
These ideas seek to deliver attractive, reliable income, and manage volatility using broad diversification. With risk premiums in traditional fixed income sectors tending to be concentrated, the Fund and ETF employ rigorous portfolio construction and leverages the sector expertise of J.P. Morgan Asset Management’s global fixed income platform, to achieve a more balanced risk profile.
The JPMorgan Income Fund utilises an income filter to select attractive income-generating securities, whilst an income bank serves as a reserve mechanism to smooth distributions over time.
The JPMorgan Income Fund is also recommended by both Zenith and Lonsec and JPIE has a management fee of 0.50%.
Visit their website to learn more.
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The rating issued 08/2022 for JPMorgan Income Fund is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned March 2023) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines ( https://www.zenithpartners.com.au/our-solutions/investment- research/regulatory-guidelines ).
All investments contain risk and may lose value. This material has been prepared and issued by JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) being the investment manager of the fund. It is for general information only, without taking into account your objectives, financial situation or needs and does not constitute personal financial advice. Before making any decision, it is important for investors to consider the appropriateness of the information and seek appropriate legal, tax, and other professional advice. For more detailed information relating to the risks of the Fund, the type of customer (target market) it has been designed for and any distribution conditions please refer to the relevant Product Disclosure Statement and Target Market Determination which have been issued by Perpetual Trust Services Limited, ABN 48 000 142 049, AFSL 236648, as the responsible entity of the fund available on https://am.jpmorgan.com/au.
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