JPMorgan Asset Management – JPMorgan Asia Pacific Income Fund Review
Fund objective
JPMorgan Asia Pacific Income Fund aims to provide income and long-term capital growth by investing primarily in income-generating securities of countries in the Asia Pacific region (excluding Japan).
Investment Strategy
At least 67% of ’s assets (excluding cash and cash equivalents) under JPMorgan Asia Pacific Income Fund will be invested in equity securities, debt securities, convertible securities and REITS. Issuers of these securities will be companies that are domiciled in, or carrying out the main part of their economic activity in, the Asia Pacific region (excluding Japan) or governments or their agencies of countries in the Asia Pacific region (excluding Japan). The Sub-Fund will hold between 25% and 75% of its assets in equity securities and between 25% and 75% of its assets in debt securities.
JPMorgan Asia Pacific Income Fund uses an investment process based on the fundamental analysis of individual securities and their income potential. The Investment Manager will vary asset and country allocations over time to reflect market conditions and opportunities.
Who is JPMorgan Asia Pacific Income Fund suitable for?
JPMorgan Asia Pacific Income Fund is only suitable for investors who:
- are looking for a source of income and long term capital growth through exposure primarily to the Asia Pacific region (excluding Japan)
- seek a long-term investment
Dividend or Income payout frequency: Monthly or Accumulating
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of JPMorgan Asia Pacific Income Fund?
The value of JPMorgan Asia Pacific Income Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.
Some of the key risks associated with JPMorgan Asia Pacific Income Fund are described below:
Market and Credit Risks
- You are exposed to market risk
- You are exposed to currency risk
- You are exposed to bond default and interest rate risk
Liquidity Risks
- You are exposed to liquidity risk
- The Fund is not listed in Singapore and you can redeem only on Dealing Days
Product-Specific Risks
- You are exposed to derivative risk
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.
Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.
Where can I get more details about JPMorgan Asia Pacific Income Fund
- JPMorgan Asset Management – JPMorgan Asia Pacific Income Fund Fact Sheet (Open in New Window)
- JPMorgan Asset Management – JPMorgan Asia Pacific Income Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser
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