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JPMorgan Funds – Global Bond Opportunities ESG Fund
C (acc) – EUR (hedged): LU2051033418 For other available share classes, please check the prospectus.
No benchmark, no bias, no borders Without a benchmark as a starting point, the fund’s dedicated unconstrained portfolio managers combine top-down and bottom-up approaches to build a flexible portfolio that taps into the highest conviction, best investment ideas of our sector specialists around the world. This unconstrained approach allows the fund to adopt a conservative allocation in uncertain periods, moving tactically into higher-risk opportunities as conditions warrant. The fund can also adapt its sensitivity to interest rates (duration) depending on the economic backdrop.
Source: J.P. Morgan Asset Management, as at 30.06.2026. The portfolio is actively managed. Holdings, sector weights, allocations and leverage, as applicable, are subject to change at the discretion of the investment manager without notice. EMD: Emerging Market Debt, IG: Investment Grade. * Includes Convertible Bonds and Funds.
Historical portfolio positioning
Cash Government IG Corp Duration High yield EMD Securitized Others*
Duration (years)
A l l o c a t i o n ( % M V )
0
1
2
3
4
5
6
7
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2019 2020 2021 2022 2023 2024 2025 2026
Sustainable bond investing without borders The Global Bond Opportunities Sustainable Fund provides flexible, high-conviction exposure across the entire global fixed income market, with a specific focus on sustainability.
Expertise • Highly experienced unconstrained portfolio managers Bob Michele and Iain Stealey leverage the proprietary research of a globally integrated team of 320 sector specialists.
Three steps to sustainability
ESG integration
1 Exclusions
2 Positive tilt
3
Systematic inclusion of financially material ESG factors in investment decisions
Systematic exclusions based on client values Positive positioning to sustainable securities
Portfolio • Expands investment horizons beyond traditional fixed income sectors, dynamically adjusting asset allocation and duration as market conditions evolve. • Reflects client values through robust environmental, social and governance (ESG) research, systematic exclusions to certain industries, and tilts towards issuers screening better on ESG criteria.
Results • Seeks enhanced total returns and diversification vs. traditional bond funds.
Source: J.P. Morgan Asset Management.
Building a sustainable portfolio
ESG integration: We systematically assess financially material environmental, social and governance (ESG) factors including sustainability risks in our investment decisions with the goals of managing risk and improving long-term returns. ESG integration may not in itself change a strategy’s investment objective, exclude specific types of companies or constrain a strategy’s investable universe.
1
Exclusions: Systematic exclusions** are applied to certain industries and sectors to reflect our clients’ values and expected business practices.
2
Positive tilt: The portfolio is actively tilted towards securities exhibiting positive ESG factors or momentum. 3
MARKETING COMMUNICATION NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE / STRICTLY NOT FOR DISTRIBUTION OR DISSEMINATION TO US INVESTORS. FOR PROFESSIONAL CLIENTS/QUALIFIED INVESTORS ONLY – NOT FOR RETAIL USE OR DISTRIBUTION QUARTERLY FUND STORY | 30 JUNE 2026
Exclusion does not necessarily mean zero exposure. Thresholds may apply for certain industries. **The current exclusion policy can be found on our website. Exclusion and inclusion criteria are subject to periodic changes without advanced notice.
Ratings and Awards
Morningstar Medalist Rating™ BRONZE Analyst-Driven % 55 Data Coverage % 98 Morningstar Category ™ Global Flexible Bond - EUR Hedged Morningstar Ratings™ and Morningstar category™: © 2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. All rights reserved. All ratings as at 30 June 2026. The methodology and calculations used by companies that provide awards and ratings are not verified by J.P. Morgan Asset Management and therefore are not warranted to be accurate or complete. Past performance is not a reliable indicator of current and future results.
Page 2
PAGE 2 OF 3 | FUND STORY | 30 June 2026 | JPMorgan Funds - Global Bond Opportunities ESG Fund Portfolio management team Bob Michele •45 years of industry experience •18 years at J.P. Morgan
Iain Stealey •24 years of industry experience, all at J.P. Morgan
Andrew Headley
Jeff Hutz Andreas Michalitsianos • 24 years of industry experience • 24 years at J.P. Morgan
Investment objective To achieve a return in excess of the benchmark by investing opportunistically in an unconstrained portfolio of debt securities (positively positioned towards Debt Securities with positive E/S characteristics and debt securities issued by companies and countries that demonstrate improving E/S characteristics) and currencies, using derivatives where appropriate. Debt Securities with positive E/S characteristics are those that the Investment Manager believes have been issued by companies and countries that demonstrate effective governance and superior management of environmental and/or social issues (sustainable characteristics).
Performance (%)
Excess return (geometric) 2.46 0.64 2.09 1.5 9 1.78 1.99
Benchmark 0.99 0.32 1.30 2.77 -0.92 -0.30
Fund 3.48 0.97 3.42 4.40 0.84 1.68
Since 3M YTD 1Y 3Y 5Y inception
3.31 0.16 -0.61 5.4 3 1.93 2.32 Excess return (geometric)
Benchmark 2.89 1.92 4.94 -13.23 -2.09 4.26
Fund 6.30 2.09 4.31 -8.52 -0.21 6.69
2025 2024 2023 2022 2021 2020
Data as at 30.06.2026. Past performance and forecast is not a reliable
idif d fl p
indicator of current and future results. Source: J.P. Morgan Asset Management. Share class performance is shown based on the NAV (net asset value) of the stated share class with income (gross of shareholder tax) reinvested including actual ongoing charges excluding any entry and exit fees. Performance over one year is annualised. Share class inception date is 08.11.2019. Benchmark is Bloomberg Multiverse Index (Total Return Gross) Hedged to EUR.
LV-JPM52022 | 07/26
Benchmark uses and resemblance Performance comparison. The Sub-Fund is actively managed without reference or constraints relative to its benchmark.
• 3 2 years of industry experience • 21 years at J.P. Morgan
• 27 years of industry experience • 2 2 years at J.P. Morgan
Page 3
PAGE 3 OF 3 | FUND STORY | 30 June 2026 | JPMorgan Funds - Global Bond Opportunities ESG Fund
KEY RISKS The Sub-Fund is subject to Investment risks and Other associated risks from the techniques and securities it uses to seek to achieve its objective. The table on the right explains how these risks relate to each other and the Outcomes to the Shareholder that could affect an investment in the Sub-Fund. Investors should also read R i s k D e s c r i p t i o n s in the Prospectus for a full description of each risk.
1 2 3 4 5 6 7
Summary Risk Indicator
Lower risk Higher risk The risk indicator assumes you keep the product for 5 years. The risk of the product may be significantly higher if held for less than the recommended holding period. In the UK, please refer to the synthetic risk and reward indicator in the latest available key investor information document.
Investment risks Risks from the Sub-Fund's techniques and securities Techniques Concentration Derivatives Hedging Short positions
Securities China Contingent convertible bonds Convertible securities Debt securities -Below investment grade debt
-Government debt -Investment grade debt -Unrated debt Emerging markets Equities MBS/ABS
Other associated risks Further risks the Sub-Fund is exposed to from its use of the techniques and securities above Credit Market Liquidity Interest rate Currency
Outcomes to the Shareholder Potential im pact of the risks above Loss Shareholders could lose some or all of their money.
Volatility Shares of the Sub-Fund will fluctuate in value.
Failure to meet the Sub-Fund’s objective.
FOR PROFESSIONAL CLIENTS/QUALIFIED INVESTORS ONLY - NOT FOR RETAIL USE OR DISTRIBUTION The term 'Fund' used throughout this document refers to the relev ant 'Sub-Fund', which is a legal term used in the Prospectus. This is a marketing communication and as such the views contained herein do not form part of an offer, nor are they to be taken as advice or a recommendation, to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They may not necessarily be all inclusive and may be subject to change without reference or notification to you. The value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested. Changes in exchange rates may have an adverse effect on the value, price or income of the products or underlying overseas investments. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. Furthermore, there can be no assurance that the investment objectives of the investment products will be met. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea privacy-policy. As the product may not be authorised or its offering may be restricted in your jurisdiction, it is the responsibility of every reader to satisfy himself as to the full observance of the laws and regulations of the relevant jurisdiction. Prior to any application investors are advised to take all necessary legal, regulatory and tax advice on the consequences of an investment in the products. Shares or other interests may not be offered
to, or purchased, directly or indirectly by US persons. All transactions should be based on the latest available Prospectus, the Key Information Document (KID) and any applicable local offering document. These documents together with the annual report, semi-annual report, the articles of incorporation and sustainability-related disclosures for the Luxembourg domiciled products are available in English upon request from JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, your financial adviser, your J.P. Morgan Asset Management regional contact or at https://am.jpmorgan.com. A summary of investor rights is available in English at https://am.jpmorgan.com/lu/investor-rights. J.P. Morgan Asset Management may decide to terminate the arrangements made for the marketing of its collective investment undertakings. In Switzerland, JPMorgan Asset Management Switzerland LLC (JPMAMS), Dreikönigstrasse 37, 8002 Zurich, acts as Swiss representative of the funds and J.P. Morgan (Suisse) SA, Rue du Rhône 35, 1204 Geneva, as paying agent. With respect to its distribution activities in and from Switzerland, JPMAMS receives remuneration which is paid out of the management fee as defined in the respective fund documentation. Further information regarding this remuneration, including its calculation method, may be obtained upon written request from JPMAMS. This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000. This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP. For UK only: Sustainability-related terms in this communication follow J.P Morgan Asset Management’s methodologies and application of the EU Sustainable Finance Disclosure Regulation, not the UK Sustainability Disclosure Requirements and investment labels regime.The product is authorised overseas, but not in the UK. The UK Financial Ombudsman Service is unlikely to be able to consider any related complaints and any claims for losses are unlikely to be covered under the UK compensation scheme. This material is confidential and intended for the addressee only and do not constitute a public offering. The investment funds and their shares as mentioned in this material are not registered with LatAm authorities for local public offering. For Panama: These securities have not been listed with the Superintendence of the Securities Market and neither has any offering, sale or transaction with them. The listing exemption has been made based on Article 83 (3) of Decree Law No. 1 of July 8, 1999 (Institutional Investors). Consequently the tax treatment established under Articles 269 to 271 of Law Decree 1, dated 8 July 1999, does not apply. These Securities do not fall under the supervision of the Superintendence of the Securities Market. For Uruguay: This fund is not an investment fund governed by local law 16,774, is being marketed on the basis of a private placement exemption and is not registered. For further information about the fund, the investors shall contact JPMorgan directly. For Chile: ESTA OFERTA PRIVADA SE INICIA EL DÍA DE RIGISTRO EN CCR (WWW.CCR.CL) Y SE ACOGE A LAS DISPOSICIONES DE LA NORMA DE
Á ()
CARÁCTER GENERAL Nº 336 DE LA SUPERINTENDENCIA DE VALORES Y SEGUROS, HOY COMISIÓN PARA EL MERCADO FINANCIERO. ESTA OFERTA VERSA SOBRE VALORES NO INSCRITOS EN EL REGISTRO DE VALORES O EN EL REGISTRO DE VALORES EXTRANJEROS QUE LLEVA LA
Ó Q
COMISIÓN PARA EL MERCADO FINANCIERO, POR LO QUE TALES VALORES
ÁÓÉ , Q
NO ESTÁN SUJETOS A LA FISCALIZACIÓN DE ÉSTA. POR TRATAR DE
VALORES NO INSCRITOS NO EXISTE LA OBLIGACIÓN POR PARTE DEL EMISOR DE ENTREGAR EN CHILE INFORMACIÓN PÚBLICA RESPECTO DE LOS VALORES SOBRE LOS QUE VERSA ESTA OFERTA. ESTOS VALORES NO
ÁÚ Q
PODRÁN SER OBJETO DE OFERTA PÚBLICA MIENTRAS NO SEAN INSCRITOS EN EL REGISTRO DE VALORES CORRESPONDIENTE. For Chile (funds that are registered with CMF): The Fund is domiciled in Luxembourg, therefore, the investors’ rights and obligations will be governed by the laws of Luxembourg, and the investors must inform themselves about the way and means to enforce their rights. The CMF supervision will be exclusively focused on the compliance with the information obligations contained in NCG 352. Therefore, the control and supervision of the Fund will correspond to their home state regulator. The public information about the Fund will be exclusively that which the Luxembourg regulator requires. The Fund observes the Accounting and Auditing rules enacted by Luxembourg regulators, which may be different than the ones enacted by Chilean regulators. Pursuant to article 196 of the Chilean Securities Market Law (the “Law”), in case of violation of any regulations issued by CMF, the Fund, intermediaries, foreign securities depositories and any other person involved in the registration, placement, custody, trading or otherwise of foreign securities will be subject to the sanctions contained both in DL N° 3538 and in the Law. Investors may obtain more information about the Fund in the CMF website (http://www.cmfchile.cl).
LV-JPM52022 | 07/26 11950ee0-f4da-11e9-a3dc-be1e0b153641
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