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JPMorgan Income Fund;I

Ranked 46 out of 380 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Andrew Headley

Andrew Norelli

Andrew Norelli is a managing director and a member of the Global Fixed Income, Currency & Commodities group at JP Morgan Asset Management based in Columbus. He is a portfolio manager for several multi-asset fixed income strategies and is a member of the Asset Allocation Committee for the investor funds. Prior to joining the firm in 2012, Andrew was at Morgan Stanley for eleven years where he most recently served as a co-head of the firms emerging markets credit trading desk. He graduated from Princeton University with an AB in Economics.


The Fund seeks to provide income with a secondary objective of capital appreciation. The Fund seeks to invests opportunistically among multiple debt markets and sectors that the Funds adviser believes to have high potential to produce income and have low correlations to each other in order to manage risk.

Showing fund performance globally. You can view performance in individual jurisdictions.


US Dollar over : 31/12/2017 - 31/12/2018

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 1.0% -0.6% 0.6% 1.6% -0.5%
2017 6.0% 1.7% 1.6% 1.6% 0.9%
2016 8.5% 2.5% 3.0% 3.6% -0.9%
2015 -0.6% 2.1% -0.5% -1.3% -0.9%
2014 -0.6% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date02/06/2014
  • Share Class size75Mn
  • Base currencyUSD
  • ISIN US46637K2244

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0


  • Annual management0.38%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).