Opportunity for Investment in Foreign Fixed-Income Fund (UINC-N)
United Income Fund (UINC-N)
Investment Policy
- The Fund will mainly invest in JPM Income Fund C (acc) - USD (Master Fund).
- The master fund is managed by JPMorgan Asset Management (Europe) S.à.r.l.
- The Fund may consider investing in derivatives for purposes of enhancing the efficiency of portfolio management.
- The fund aims to achieve performance close to the Master Fund while the Master Fund aims to outperform the benchmark. (active management)
Performance (USD)
| 3 months | 1 year | 3 years | 5 years | |
| JPM Income | 4.75% | 5.51% | 0.02% | 3.02% |
| Benchmark | 8.82% | 5.53% | -3.31% | 1.10% |
Source : JP Morgan Asset Management (Data as of 31 January 2024), Benchmark is Bloomberg US Aggregate Bond Index (Total Return Gross)
Bond Quality Breakdown (%)
| AAA | 34.6% |
| AA | 2.0% |
| A | 4.4% |
| BB | 14.6% |
| <BBB | 44.9% |
Sector (%)
| Agency MBS | 31.1% |
| HY Corporate Bond | 23.6% |
| CMBS | 14.3% |
| Non-Agency MBS | 14.6% |
| IG Corporate Bond | 6.7% |
| ABS | 5.0% |
| EM Bond | 6.0% |
Source : JP Morgan Asset Management (Data as of 31 January 2024)
Risk Level with Fund Type
Customers can subscribe or switch UINC-N Fund
on MTL Click Application Now.
New opportunities to invest through UINC-N on Muang Thai Unit-Linked products as follows:
Warning :
- Buyers should understand details of coverage, conditions and risks before making a decision to purchase insurance.
- Investments are risky. Investors should study details before making a decision to invest.