JPMorgan Global Bond Active ETF (Managed Fund) (Cboe: JPGB)

Quality fixed income matters in uncertain markets

In a late cycle where economic growth slows, this generally presents a favourable environment for quality fixed income assets (i.e. those with higher credit ratings). Investing in a global portfolio of higher-rating bonds presents opportunities for diversification while mitigating volatility.

• Quality bond investing: The Global Bond strategy invests primarily (at least 80%¹) in investment-grade (IG) bonds globally with a disciplined risk management² strategy, seeking to exhibit lower volatility versus single-sector fixed income or equity investing.

• Globally diversified: A well-diversified, high-conviction strategy managed by a global team of seven dedicated portfolio managers, tapping into a broad range of IG fixed income sectors across the globe to drive strong risk-adjusted return potential.

• Active management with multiple levers: Adopting a flexible approach to take advantage of different alpha sources, including country, sector, issuer, duration and currency, when investing in IG fixed income securities.

Information is provided to illustrate team’s current investment philosophy and process only, which is subject to change from time to time, not to be construed as offer, research or investment advice. Diversification does not guarantee investment return and does not eliminate the risk of loss. Yields are not guaranteed. Positive yield does not imply positive return.

¹ Please refer to the fund’s offering documents for further details on its objectives. The manager seeks to achieve its stated objectives and there is no guarantee they will be met.

² The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.

³ Investments in below investment grade or unrated debt securities, may be subject to higher liquidity risks and credit risks comparing with investment grade bonds, with an increased risk of loss of investment.

To achieve a return in excess of global bond markets.

This product is likely to be appropriate for a consumer seeking capital growth and regular income to be used as a small allocation within a portfolio where the consumer has a medium risk/return profile and needs daily access to capital. The minimum suggested holding period is 5 years.

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Before investing, obtain and review the Product Disclosure Statement of the Fund and Target Market Determination (available from https://am.jpmorgan.com/au/) to understand the various risks associated with investing in the Fund and in making any investment decision. Past performance is not a reliable indicator of future performance and investors may not get back the full amount invested. Future performance and return of capital is not guaranteed. Information is considered correct at the time of issue but no liability for errors or omissions will be accepted by JPMorgan Asset Management (Australia) Limited or its affiliates. This document is intended solely for the person to whom it is provided by the issuer. ETFs have fees that reduce their performance, indexes do not. Investors cannot directly invest in an index. The market price is generally determined using the official closing price of the Fund. Provided for reporting purposes only and should not be considered as offer, research, advice or recommendations to purchase or sell any particular security. Each individual security is calculated as a percentage of the net assets. Holdings in actively managed portfolios are subject to change from time to time. The Fund seeks to achieve its stated objectives, there is no guarantee they will be met. Dividends or returns are not guaranteed. Please refer to offering documents for details on distribution policy. Due to rounding, values may not total 100%. Top holdings, sector and country or region excludes cash. Fund holdings and performance are likely to have changed since the report date. No provider of information presented here, including index and ratings information, is liable for damages or losses of any type arising from use of their information. Fund information, including performance calculations and other data, is provided by J.P. Morgan Asset Management (the marketing name for the asset management businesses of JPMorgan Chase & Co and its affiliates worldwide). All data is as at the document date unless indicated otherwise. Bloomberg Finance L.P. and its affiliates (collectively, “Bloomberg”) are not affiliated with the Manager and do not approve, endorse, review, or recommend the Fund. Bloomberg and the Benchmark are trademarks or service marks of Bloomberg and have been licensed to the Manager. Bloomberg does not guarantee the timeliness, accurateness, or completeness of any data or information relating to the Benchmark.