Yield is not guaranteed. Positive yield does not imply positive return.
*Updated and Corrected: In the Aug 17, 2021 edition of this email, we apologise that the rates of inflation were not correctly represented. The updated version today contains the correct data. Source: Consumer Price Index, Australia, Key Statistics, Australian Bureau of Statistics, 28.07.2021. The core rate of inflation is the average of the trimmed mean and weighted median measures of inflation. For illustrative purposes only based on current market conditions, subject to change from time to time. Not all investments are suitable for all investors. Exact allocation of portfolio depends on each individual’s circumstance and market conditions. Diversification does not guarantee investment return and does not eliminate the risk of loss. The Investment Manager seeks to achieve the stated objectives. There can be no guarantee the objectives will be met. Source: J.P. Morgan Asset Management, as at 31.07.2021. Refers to performance of the unhedged share class of JPMorgan Global Strategic Bond Fund and JPMorgan Global Bond Opportunities Fund. Net of fees performance is calculated on Bid – Bid with gross income reinvested, i.e. net of ongoing fees and expenses. Past performance is not a reliable indicator of current and future results. For wholesale clients only, not for retail use or distribution. Investment involves risk. Issued by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919). This document is not intended to be distributed or passed on, directly or indirectly, to any person who is not a wholesale client as defined in the Corporations Act. 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.
To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies at https://am.jpmorgan.com/global/privacy. J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. This document is issued by JPMorgan Asset Management (Australia) Limited (ABN 55143832080) (AFSL 376919), the investment manager of the Fund and Perpetual Trust Services Limited (ABN 48000142049) (AFSL 236648) is the Fund’s Responsible Entity. This document is for information purposes only and should not be taken as containing any financial product advice or recommendation. Information is considered correct at the time of issue but no liability for errors or omissions will be accepted. Investors should refer to the Fund’s Product Disclosure Statement to consider whether the Fund is appropriate for them. There can be no guarantee that the target return can be achieved. |
