JPMorgan Investment Funds - Income Opportunity Fund

The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, allowing investors to build strong and internationally diversified portfolios.

Join Callum Abbot, Portfolio Manager of the JPM UK Equity Plus Fund, for an update on how the fund can take both long and short positions in the UK stock market to enhance alpha opportunities.

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

Join Karen Ward, Chief Market Strategist for EMEA, as she explores the key trends and themes that are likely to shape the global markets in the coming months.

Karen will be joined by Richard Titherington, Chief Investment Officer and head of the Emerging Markets and Asia Pacific (EMAP) Equities team, who will highlight the various investment opportunities which can provide quality exposure to this exciting asset class.

You can submit questions throughout the call to receive answers from Karen and Richard on the issues that matter to you.

Interested in CPD?
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 the implications of geopolitical risks for investors
• Consider how to track the likelihood of a US recession
• Assess the outlook for central bank policy and how this may impact fixed income assets
• Consider whether fiscal policy might work more closely together with monetary policy in the future

The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. Join Karen Ward, Chief Market Strategist for EMEA, and Jennifer Wu, Global Head of Sustainable Investing, as they highlight the driving forces and discuss the ways in which investors can include ESG factors in their investment decisions including:

•What is ESG?
•How is policy and regulation changing?
•Are savers more focused on how their money is being put to work?

UK MPs return to parliament from their summer recess on 3 September, and the following weeks are likely to be tumultuous for sterling markets. Join Karen Ward, Chief Market Strategist for EMEA, as she considers:

•What is no deal, and what might it mean for the UK economy and markets?
•Will UK parliament accept no deal and, if not, are we headed for a general election?
•What are the risks to markets in the event of a general election?
•Is all hope of a deal dead?

Hear more about this exciting opportunity, by joining us on Thursday 1 August @ 3:30pm, where Phillip Waller, Alternatives Investment Specialist, will be delivering an update.

During the call, he will explain how the product provides investors with a foundational allocation to real assets and the opportunities that exist to diversify into markets that are uncorrelated with equities and bonds.

Join Karen Ward, Chief Market Strategist for EMEA, as she explores the key trends and themes that are likely to shape the global markets in the coming months.

Karen will be joined by Emily Whiting, Investment Specialist for the Emerging Markets and Asia Pacific (EMAP) Equities team, who will provide an overview of the JPM Asia Growth Fund.

Please submit questions throughout the call to receive answers from Karen and Emily 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:

•Explain the economic impact of US-China trade tensions
•Describe the prospects for further fiscal and monetary stimulus in the world’s major economies
•List the market and asset allocation implications of the macroeconomic and geopolitical backdrop

Uncertainty around when the longest economic expansion on record will end, and the ever-fragmented European political landscape has complicated the European investment landscape for investors. In this web conference, Michael Bell, Global Market Strategist, will share his current views on how to navigate this backdrop.

To celebrate the 1 year anniversary of JPMorgan ETFs (Ireland) ICAV - EUR Ultra-Short Income UCITS ETF (JEST) and JPMorgan ETFs (Ireland) ICAV - GBP Ultra-Short Income UCITS ETF (JGST), Neil Hutchison, lead portfolio manager for these strategies, will give us his view on how these funds are well positioned for volatility in the markets and offer investors a solution to the uncertainty.

If you are dialling in please use the details below with the pin: 3780987#

+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

Join Neil Gregson, Portfolio Manager for the JPM Natural Resources Fund, as he discusses the outlook for commodities for the second half of the year and what this means for investors.

He will also examine how investors could benefit from the current backdrop of depressed levels of capital expenditure and why this may provide a more favourable supply and demand dynamic for investors.

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
UK Toll Free 0800 368 0737
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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