JPMorgan Investment Funds - Income Opportunity Fund

Following the outcome of the European elections, Karen Ward, Chief Market Strategist for EMEA, will update us on her latest thoughts regarding Brexit and the impact on UK markets. She will consider whether a new Prime Minister or the prospect of a general election changes the outlook.

When it comes to investing in the world’s largest economy, the £3 billion JPM US Equity Income Fund really stands out from the competition - especially now that it’s reached it’s 10 year anniversary.

Join Clare Hart, Portfolio Manager, for an update on recent performance, the outlook for 2019 and how the fund’s exclusive focus on quality, value and dividends allows it to share in the long-term growth of the US stock market while keeping a lid on volatility whenever the going gets tough.

Clare will also be joined by Karen Ward, Chief Market Strategist for EMEA, who will provide an update on the US economy and where she thinks the challenges and opportunities will lie in 2019. This will be a very informative 30 minutes as we look to drill down into what is driving the US equity markets. There will also be the opportunity to put your questions to both speakers during the webconference so don’t miss out!

Join James Illsley, portfolio manager of the JPM UK Equity Core and JPM UK Equity Plus Funds, for an update on how rigorous control of active risk in his low cost fund has helped deliver consistent outperformance through previous episodes of economic and political volatility.

Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy and CIO for the Absolute Return & Opportunistic Fixed Income team. Bill and team are a separate platform dedicated to Absolute Return investing and Bill provides an unfiltered and agnostic update on the fixed income markets. He will also discuss the current fund positioning and outlook for the months ahead.

The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income fund which aims to deliver capital preservation and diversification from traditional fixed income while also limiting volatility. The fund draws on a variety of uncorrelated sources across the fixed income spectrum and maintains a systematic hedging component to aim for these characteristics even when the broad fixed income markets may struggle.

Hear Katie Magee, Beta Investment Specialist, explain the key features that make BBUS stand out from the competition. Katie will look at our approach to index selection and portfolio construction, and show how this new low cost ETF can help investors build a more efficient core US equity allocation.

For the optimal experience, please join the online broadcast of this webconference.

If you are dialling in via the telephone, please use the relevant number below and the pin:5841139#

+44 (0) 20 3059 2627 - Standard International Access
0800 368 0707 - UK Toll Free
Austria Toll Free 0800 005490
Belgium Toll Free 0800 757 24
Denmark Toll Free 8088 1038
Finland Toll Free 0800 9 18146
France Toll Free 0805 101393
Germany Toll Free 0800 664 5033
Hungary Toll Free 06 800 16322
Ireland Toll Free 1 800 932 467
Italy Toll Free 800 969 181
Luxembourg Toll Free 800 2 2908
Netherlands Toll Free 0 800 022 2098
Norway Toll Free 800 19 707
Poland Toll Free 0 0 800 007 660
Portugal Toll Free 800 814 529
Spain Toll Free 800 300401
Sweden Toll Free 020 089 6429
Switzerland Toll Free 0800 002 180
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UK Local +44 (0) 20 3059 2697

Join Karen Ward, Chief Market Strategist for EMEA, as she explores the key trends and themes that are likely to shape global markets, including whether more supportive policies from the world’s central banks can extend the market rally, or whether geopolitical risk - including Brexit - will be the dominant force.

Karen will be joined by James Illsley, portfolio manager in the J.P. Morgan Asset Management International Equity Group – Behavioural Finance Team, who will provide an overview of the JPM UK Equity Core Fund.

Please submit questions throughout the call to receive answers from Karen and James on the issues that matter to you.

The call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).

By the end of the webconference, participants will be able to:

•Consider how geopolitical risks could be relevant for investors
•Understand the implications of a potentially more dovish US Federal Reserve
•Consider the outlook for margins and earnings in the US
•Understand the implications of China’s stimulus

Join Dennis Eldridge, Investment Specialist within the Emerging Markets and Asia Pacific Equities team, as he discusses why we remain constructive towards the long-term growth of Asia.

On 20 March 2019, the Board of JPMorgan American Investment Trust plc announced their intention to change the large cap component of the Company by transitioning to a high-conviction investment approach.

Subject to shareholder approval, the large cap component will transition from a portfolio of approximately 60 stocks led by Garrett Fish to a concentrated portfolio of 30-40 stocks led by co-managers Jonathan Simon and Timothy Parton.

In this call, Simon Crinage, Head of Investment Trusts, J.P. Morgan Asset Management and co-portfolio managers Jonathan Simon and Timothy Parton, will describe the proposed changes taking place and introduce you to their value and growth investment approach.

In the second UK Parliamentary vote held on Tuesday 12 March, the proposed Brexit deal failed to garner sufficient support to pass. Join Karen Ward, Chief Market Strategist for EMEA, as she assesses the vote outcome, impact on markets and potential next steps.

Please see attachments for disclaimer information.

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The future of fixed income is anything but fixed—it’s flexible. With the return of market volatility, fixed income investors need to look beyond conventional bond strategies in order to generate returns and mitigate losses.

Iain Stealey, International Chief Investment Officer and head of Global Aggregate Strategies within the Global Fixed Income, Currency and Commodities group, discusses where he’s currently finding opportunities in the bond markets and why investors need to employ a flexible approach that spans across all global fixed income sectors.

Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy and CIO for the Absolute Return & Opportunistic Fixed Income team. Bill and team are a separate platform dedicated to Absolute Return investing and Bill provides an unfiltered and agnostic update on the fixed income markets. He will also discuss the current fund positioning and outlook for the months ahead.

The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income fund which aims to deliver capital preservation and diversification from traditional fixed income while also limiting volatility. The fund draws on a variety of uncorrelated sources across the fixed income spectrum and maintains a systematic hedging component to aim for these characteristics even when the broad fixed income markets may struggle.

Password: 8456969#

+44 (0) 20 3059 2627 - Standard International Access
0800 368 0707 - UK Toll Free
1 877 406 7969 - USA Toll Free

Austria Toll Free 0800 005490
Belgium Toll Free 0800 757 24
Denmark Toll Free 8088 1038
Finland Toll Free 0800 9 18146
France Toll Free 0805 101393
Germany Toll Free 0800 664 5033
Hungary Toll Free 06 800 16322
Ireland Toll Free 1 800 932 467
Italy Toll Free 800 969 181
Luxembourg Toll Free 800 2 2908
Netherlands Toll Free 0 800 022 2098
Norway Toll Free 800 19 707
Poland Toll Free 0 0 800 007 660
Portugal Toll Free 800 814 529
Spain Toll Free 800 300401
Sweden Toll Free 020 089 6429
Switzerland Toll Free 0800 002 180
UK Toll Free 0800 368 0737
UK Local +44 (0) 20 3059 2697
USA Local +1 347 532 1806
USA Toll Free 1 877 406 7969

UK Parliament is scheduled to vote on the proposed Brexit deal on Tuesday 15 January. In the wake of the vote, join Karen Ward, Chief Market Strategist for EMEA, as she assesses the outcome, impact on markets and potential next steps.

Join Karen Ward, Chief Market Strategist for the UK and Europe, as she explores the key trends and themes that are likely to shape global markets in 2019 and beyond.

Karen will be joined by James Elliot, Chief Investment Officer of the International business of the Multi-Asset Solutions team, who will provide an overview of the global macro strategy, within which we manage the JPM Global Macro Opportunities Fund and the JPM Global Macro Fund.

Please submit questions throughout the call to receive answers from Karen and James on the issues that matter to you.

The call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).

By the end of the webconference, participants will be able to:

• Understand developments in the global economic outlook for 2019
• Understand how political considerations could influence the economic and market outlook
• Assess options for adding resilience to a portfolio as the economic cycle ages

Please join the dedicated Global Macro Investment Team for an update on their macro views, positioning and recent performance.

Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

*New phone numbers below for phone line participants:*

If you are dialling in please use the details below with the pin: 9892401#

+44 (0) 20 3059 2627 - Standard International Access
0800 368 0707 - UK Toll Free
1 877 406 7969 - USA Toll Free

Austria Toll Free 0800 005490
Belgium Toll Free 0800 757 24
Denmark Toll Free 8088 1038
Finland Toll Free 0800 9 18146
France Toll Free 0805 101393
Germany Toll Free 0800 664 5033
Hungary Toll Free 06 800 16322
Ireland Toll Free 1 800 932 467
Italy Toll Free 800 969 181
Luxembourg Toll Free 800 2 2908
Netherlands Toll Free 0 800 022 2098
Norway Toll Free 800 19 707
Poland Toll Free 0 0 800 007 660
Portugal Toll Free 800 814 529
Spain Toll Free 800 300401
Sweden Toll Free 020 089 6429
Switzerland Toll Free 0800 002 180
UK Toll Free 0800 368 0737
UK Local +44 (0) 20 3059 2697
USA Local +1 347 532 1806
USA Toll Free 1 877 406 7969

With just over four months to go until the deadline for the UK to leave the EU, Karen Ward, Chief Market Strategist for EMEA and formerly Chair of the Council of Economic Advisers to Philip Hammond, assesses the lay of the land. Karen draws on the insight she gained in her previous role, in which her responsibilities included advising on the Chancellor on Brexit, to discuss recent developments in the negotiations, the future of the withdrawal bill as it progresses through parliament, and the implications for investors.

If you are dialling in please use the details below with the pin: 4950689#

+44 (0) 20 3059 2627 - Standard International Access
0800 368 0707 - UK Toll Free
1 877 406 7969 - USA Toll Free

Austria Toll Free 0800 005490
Belgium Toll Free 0800 757 24
Denmark Toll Free 8088 1038
Finland Toll Free 0800 9 18146
France Toll Free 0805 101393
Germany Toll Free 0800 664 5033
Hungary Toll Free 06 800 16322
Ireland Toll Free 1 800 932 467
Italy Toll Free 800 969 181
Luxembourg Toll Free 800 2 2908
Netherlands Toll Free 0 800 022 2098
Norway Toll Free 800 19 707
Poland Toll Free 0 0 800 007 660
Portugal Toll Free 800 814 529
Spain Toll Free 800 300401
Sweden Toll Free 020 089 6429
Switzerland Toll Free 0800 002 180
UK Toll Free 0800 368 0737
UK Local +44 (0) 20 3059 2697
USA Local +1 347 532 1806
USA Toll Free 1 877 406 7969