JP Morgan Global Bond Opportunities Sustainable Fund

There are not many strategic bond funds which fall under the sustainable labelling. The aim of these strategies is to enable a manager to look across all debt instruments and invest where they see the best opportunities. The JP Morgan strategy was launched in 2019 and includes the standard exclusions – fossil fuel, adult entertainment, power generation, tobacco, coal, cannabis, unconventional oil and gas, gambling, conventional weapons and companies in breach of the UN Global Compact

The strategy also adopts ESG factors across asset classes and regions. So, for example, China state assets may fail their ESG factors and sustainable criteria, however some Chinese companies may screen positively. Therefore, having exclusions and ESG factors enables them to identify the best countries to invest in, and the best companies. This may mean they are happy to invest in companies but not the country’s government bonds….read more

Fund Facts Morningstar


Please note... is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to and cannot be replicated or copied without our permission.