JPM Multi-Asset Income Fund

Targeting an attractive and regular income from global opportunities

Key selling points

  • Actively invests in a wide range of assets including equities, bonds, property and convertibles
  • Dividends paid quarterly which is ideal for those seeking a regular high income
  • Flexible allocation policy which allows the fund to move between asset classes, depending where the most attractive income opportunities lie
  • Strong global portfolio experience through the Global Multi-Asset Group (GMAG) means we can call upon the best income opportunities from around the world
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Flexible to seek the best income opportunities wherever they are

A significant benefit of the fund is that it is not reliant on any one asset class to provide its income. This allows the fund manager to invest where he sees the best income opportunities and potentially avoid underperforming assets.


We believe this flexibility gives the fund good prospects of maintaining an attractive level of income through varying market conditions.


Source: J.P. Morgan Asset Management. All performance details are nav to nav net of fees with net income reinvested. Past performance is not a guide to the future. The value of investments and the income from them may fall as well as rise and investors may not get back the full amount invested. * Yield is the sum of the last four declared dividends (net of basic rate tax & expenses) divided by the month-end NAV.