JPIB: An Attractive International Bond Fund From JPMorgan

Binary Tree Analytics
5.14K Followers
(7min)

Summary

  • JPIB is an international bond ETF from JPMorgan, investing in diversified investment-grade bonds with over 90% denominated in USD, minimizing currency risk.
  • The fund has a balanced mix of corporate and government bonds, with a portfolio yield of 6.7% and a 5-year duration.
  • JPIB exhibits low volatility and robust performance, especially during market downturns, making it a reliable addition to a balanced portfolio.
  • In a normalized market, JPIB is expected to deliver a +7% total return in 2025, primarily from dividends, acting as a portfolio diversifier.
JP Morgan in Hong Kong

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Thesis

JPMorgan International Bond Opportunities ETF (BATS:JPIB) is a fixed income exchange traded fund. As per its objective, the fund:

Invests in bond and currency sectors across developed and emerging markets outside the U.S. without benchmark constraints. Designed to deliver total return

This article was written by

5.14K Followers
With an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a low volatility profile. We have been investing for over 20 years after obtaining a Finance major at a top university.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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