Dividend-paying stocks, emerging market debt and high yield bonds are just some of the asset classes that we believe can help produce a more attractive income. Multi-asset income funds work by investing flexibly across all these diverse sources of income.
Individually, these assets can be highly volatile, but by constantly assessing the outlook for markets and analysing securities, expert portfolio managers select a mix of assets that can balance income and risk.
The aim is to help you meet your investment goals without taking risks that you are not comfortable with, so you can rest assured that you have the right blend of assets at the right time and the diversification needed to achieve a smoother investment journey.
Diversification does not guarantee investment returns and does not eliminate the risk of loss.
Source: Source: Barclays, Bloomberg, FactSet, FTSE, MSCI, J.P. Morgan Economic Research, J.P. Morgan Asset Management. Annualised return covers the period from 2008 to 2017. Vol. is the standard deviation of annual returns. Govt bonds: Barclays Global Aggregate Government Treasuries; HY bonds: Barclays Global High Yield; EMD: J.P. Morgan EMBI+; IG bonds: Barclays Global Aggregate – Corporates; Cmdty: Bloomberg UBS Commodity; REITS: FTSE NAREIT All REITS; DM Equities: MSCI World; EME: MSCI EM; Hedge funds: Credit Suisse/Tremont Hedge Fund; Cash: JP Morgan Cash Index ECU (3M). Hypothetical portfolio (for illustrative purposes only and should not be taken as a recommendation): 30% DM equities; 10% EM equities; 15% IG bonds; 12,5% government bonds; 7,5% HY bonds; 5% EMD; 5% commodities; 5% cash; 5% REITS and 5% hedge funds. Returns are unhedged, total return, in EUR. Guide to the Markets - Europe. Data as of 31 Mar 2018.
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