What are the underlying funds of the Income Investing portfolio?

Income Investing is constructed with funds with different fixed-income strategies, each allocated for its ability to generate reliable income while maintaining a conservative risk profile. 

The portfolio consists of five underlying fixed-income funds. They are all SGD-hedged accumulation share classes (which means the dividend will reinvest back into the fund): 

Diversified

1. JPM Income Fund A (JINAASH) - 29.5%

Flexible global fixed-income fund focused on maximizing income while maintaining a prudent level of risk.

2. JPM Global Bond Opportunities A (JPMGASA) - 29.5%

Flexible “best ideas” global fixed income fund focused on opportunistic, long-term return approach.

US Aggregate (aka Investment grade)

3. JPM US Aggregate Bond A (JPUAB2A) - 15%

Fixed income fund offering diversified and actively managed US investment grade exposure.

Corporate

4. JPM Global High Yield Bond A (JPGHYHS) - 15%

High-yield fixed income strategy driven by security selection with no quality or duration bias.

Emerging Markets

5. JPM Emerging Markets Debt A (JPEMDSG) - 11%

Fixed Income fund offering diversified and actively managed exposure to sovereign emerging markets bond

By diversifying across different fixed-income strategies, Income Investing aims to mitigate risk and provide a consistent income stream. Over the long term, the expected volatility range is 3%- 7%.