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

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