Diversification does not guarantee investment return and does not eliminate the risk of loss. 1. Source: J.P. Morgan Asset Management, as at 30.06.2020. Opinions, estimates, forecasts, projections and statements of financial market trends are based on market conditions at the date of the publication, constitute our judgment and are subject to change without notice. There can be no guarantee they will be met. Provided for information only, not to be construed as investment recommendation or advice. Investments involve risks, not all investment ideas are suitable for all investors. 2. Source: J.P. Morgan Asset Management. Data from 02.05.2016 to 31.07.2020. Fund performance is shown based on the NAV of share class A of JPMorgan Global Macro Opportunities Fund with income (gross) reinvested including actual ongoing charges excluding any entry and exit fees. Indices used: for equity, MSCI World Index Daily Net Total Return hedged to AUD; and for fixed income, JPM Global Government Bond Index hedged to AUD. Indices do not include fees or operating expenses. Past performance is not a reliable indicator of current and future results.
3. Source: J.P. Morgan Asset Management, as at 31.07.2020. Refer to total return of share class A of JPMorgan Global Macro Opportunities Fund. Past performance is not indicative of future results and performance. 4. Source: J.P. Morgan Asset Management, as at 30.06.2020. Correlation of the Fund since 30.11.2012. Fund correlation is based on the NAV of the share class C in EUR with income (gross) reinvested including actual ongoing charges excluding any entry and exit fees. Correlation data computed using weekly returns, Friday to Friday. Since people and process change, 30.11.2012. In November 2012 the internal investment process and team changed with no impact on Fund investment policy and objective. Provided for information only, not to be construed as investment recommendation or advice. Investments involve risks, not all investment ideas are suitable for all investors. Past performance is not a reliable indicator of current and future results. FOR WHOLESALE CLIENTS USE ONLY. NOT FOR RETAIL CLIENTS USE OR DISTRIBUTION
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This document contains only factual information, which is not intended to be and must not be taken as financial product advice. Independent advice must be obtained before making any financial decisions.
This communication is confidential and intended only for the wholesale clients to which it has been provided. It is not for public or retail distribution or use. It is a promotional document and as such the views contained herein are not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you.
It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the product(s) or underlying overseas investments. Both past performance and yields are not reliable indicators of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, whilst it is the intention to achieve the investment objective of the investment product(s), there can be no assurance that those objectives will be met.
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