The maturity breakdown above is based on Weighted Average Life (WAL). Beginning August 10, 2020, market price returns for BlackRock and iShares ETFs are calculated using the closing price and account for distributions from the fund. As announced in early 2018, JPMorgan Chase will deploy $1.75 billion in philanthropic capital around the world by 2023. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. 2023 BlackRock, Inc. All rights reserved. Egypt, Ukraine under review for inclusion in JPMorgan's GBI-EM indexes [caption id="" align="aligncenter" width="624"] Source: VanEck Research; Bloomberg LP.[/caption]. For standardized performance, please see the Performance section above. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Fidelity may add or waive commissions on ETFs without prior notice. The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fixed income risks include interest-rate and credit risk. Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the firm as well as the services provided. ADVISORS: HELP MEET CLIENTS' NEEDS WITH iSHARES ETFs, J.P. Morgan GBI-EM Global Diversified 15% Cap 4.5% Floor Index, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES), MSCI Weighted Average Carbon Intensity % Coverage. Please refer to the funds prospectus for more information. Non-investment-grade debt securities (high-yield/junk bonds) may be subject to greater market fluctuations, risk of default or loss of income and principal than higher-rated securities. Business Involvement metrics are only displayed if at least 1% of the funds gross weight includes securities covered by MSCI ESG Research. For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain Fidelity Brokerage Services platforms and investment programs. J.P.Morgans developed market indices include the local debt flagship products, the J.P.Morgan Government Bond Index (GBI) series and the Economic and Monetary Union (EMU) Government Bond Index. Past performance does not guarantee future results. For newly launched funds, Sustainability Characteristics are typically available 6 months after launch. JPMorgan GBI-EM Index - Index Suite Index Suite GBI-EM Broad GBI-EM Broad is the all-encompassing index. SeveralAsian economiesalso have significant trade exposure to the U.S., but their strongercorrelation with Chinas rebound should help to mitigate the negative impactof potential growth headwinds from the U.S. Staytuned! These bonds will be a mixture of sub-investment grade (higher risk), investment grade (lower risk) and non-rated bonds. Emerging Markets Bond Index - EMBI: The emerging markets bond index is a benchmark index for measuring the total return performance of international government bonds issued by emerging market . For institutional clients: For additional information, please contact your J.P.Morgan representative or email us at index.research@jpmorgan.com, or call +1 212 834 4230 (New York) or +44 20 7742 7749 (London). Amounts are rounded to the nearest basis point, which in some cases may be "0.00". Distribution Yield and 12m Trailing Yield results may have period over period volatility due to factors including tax considerations such as treatment of passive foreign investment companies (PFICs), treatment of defaulted bonds or excise tax requirements; exceptional corporate actions; seasonality of dividends from underlying holdings; significant fluctuations in fund shares outstanding; or fund capital gain distributions. Performance shown reflects fee waivers and/or expense reimbursements by the investment advisor to the fund for some or all of the periods shown. Below investment-grade is represented by a rating of BB and below. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. Read the prospectus carefully before investing. All data is from MSCI ESG Fund Ratings as of Mar 07, 2023, based on holdings as of Feb 28, 2023. EM Weekly A Qualitative and Quantitative Emerging Markets Review April J.P.Morgan USD EM IG ESG Diversified Bond Index, J.P.Morgan EMBI Global Diversified ESG Screened HC Index, J.P.Morgan Green, Social and Sustainability Bond Indices, J.P.Morgan GBI-EM Global Diversified ESG Screened LC Index, J.P.Morgan EM Green Bond Diversified Indices, Government Bond Index-Emerging Markets Global Div 10% Cap 0.25% Floor, J.P.Morgan Global Government ESG Liquid Bond Index (JESG GBI Liquid), J.P.Morgan EMU Government ESG Liquid Bond Index, J.P.Morgan EMU Government ESG Replicable Bond Index, J.P.Morgan ESG EMU Government Bond IG 1-3 Year Index Methodology, J.P.Morgan GBI-EM Colombia Government Local Currency Bond Index, J.P.Morgan EM Sovereign and Corporate Credit Core Index, J.P.Morgan EMBIGD Liquid 1-10 Year Maturity Index, J.P.Morgan ESG Green Social & Sustainability IG EUR Bond (TR) Index, J.P.Morgan Global Inflation 1-10 Year Tilted Index, J.P.Morgan ESG EMU Government bond IG 1-10 Year Index, J.P.Morgan ESG EMU Government bond IG Year Index, J.P.Morgan ESG EMU Government Bond IG 3-5 Year Index, J.P.Morgan China Government + Policy Bank 20% Capped Under 10 Year Maturity Bond Index, J.P.Morgan China Government Bond Under 3 Year Maturity Liquid Index, J. P. Morgan CLO High Quality Mezzanine Index, J.P.Morgan Asia Credit Index China High Yield, J.P.Morgan ESG GBI-EM UWV Workers Rights Customized Index, J.P.Morgan ESG EMBI Global Diversified UWV Workers Rights Customized Index, J.P.Morgan ESG CEMBI Broad Diversified Constrained Index, J.P.Morgan ESG GBI Global IG Target Index, J.P.Morgan Global Credit Index (GCI) ESG Investment Grade Custom Maturity Index, J.P.Morgan Euro EMBI Global Diversified Index, J.P.Morgan India Government Fully Accessible Route (FAR) Bonds Index, J.P.Morgan EMU Government Bond Index Select Maturity, J.P.Morgan EMU Government Bond Index 1-3 Year Select Maturity, J.P.Morgan Government Bond Index United States Select Maturity, J.P.Morgan Government Bond Index United States 1-3 Year Select Maturity, J.P.Morgan Government Bond Index United Kingdom 1-5 Year Select Maturity, J.P.Morgan Emerging Markets Bond Index Global Diversified Investment Grade, J.P.Morgan Global Credit Index (GCI) ESG Investment Grade GBP Custom Maturity Index, J.P.Morgan Global Credit Index (GCI) ESG Investment Grade GBP Short-term Custom Maturity Index, J.P.Morgan ESG Global Credit Index (GCI) Investment Grade EUR Custom Maturity Index, J.P.Morgan ESG Global Credit Index (GCI) Investment Grade EUR Short-term Custom Maturity Index, J.P.Morgan ESG Global Credit Index (GCI) Investment Grade USD Custom Maturity Index, J.P.Morgan ESG Global Credit Index (GCI) Investment Grade USD Short-term Custom Maturity Index, J.P.Morgan Emerging Markets Bond Index Global Core JPY Hedged JIT Index, J.P.Morgan ESG CEMBI Broad Diversified Custom Maturity Index, J.P.Morgan ESG DM Corporate High Yield USD Index, J.P.Morgan ESG EMBI Global Diversified Short-term Custom Maturity Index, J.P.Morgan Government Bond Index (GBI) United Kingdom Short-term Custom Maturity Index, J.P.Morgan China Custom Liquid ESG Capped Index, J.P.Morgan ESG Global High Yield BB-B Rated Liquid Corporate Index, J.P.Morgan ESG EMBI Global Diversified Sovereign Index, J.P.Morgan ESG Global HY Corporate Custom Maturity Index, Government Bond Index-Emerging Markets Global CORE, J.P.Morgan ESG EMBI Global Diversified IG Index, J.P.Morgan China Government + Policy Bank 20% Capped 1-10 Year Bond Index, Government Bond Index-Emerging Markets Global Div 10% Cap 1% Floor, Emerging Markets Bond Index Global CORE (EMBIG CORE), J.P.Morgan Asia Credit Index Core (JACI Core), J.P.Morgan USD Emerging Markets High Yield Bond Index, J.P.Morgan ESG GBI-EM Global Diversified, J.P.Morgan Emerging Markets Bond Index Plus (EMBI+), J.P.Morgan EMU Government Bond Investment Grade Index, J.P.Morgan Government Bond Index United Kingdom 1-5 Year, J.P.Morgan Government Bond Index United States 1-3 Year, J.P.Morgan Government Bond Index United Kingdom, J.P.Morgan Government Bond Index United States, Government Bond Index-Emerging Markets Global Div 15% Cap 4.5% Floor, J.P.Morgan EMU Government Bond Index 1-3 Year, J.P.Morgan EM Enhanced Multi-Factor Local Ccy Bond Index, J.P.Morgan Emerging Markets Risk-Aware Bond Index, J.P.Morgan USD EM Diversified 3% capped 1-5 Year Bond Index, CEMBI Broad Diversified CORE (CEMBI CORE). ADVISORS: HELP MEET CLIENTS' NEEDS WITH iSHARES ETFs, MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES), MSCI Weighted Average Carbon Intensity % Coverage. (un indice equiponderato composto dal JP Morgan GBI-EM Global Diversified Index, dal JP Morgan EMBI Global Index e dal JP Morgan CEMBI BD Index). The first goal is to support housing demand in order to increase developer revenue and stabilize home prices. ; GBI-EM - JP Morgan's Government Bond Index - Emerging Markets: . RESTRICTED DISTRIBUTION: Distribution of these materials is permitted to investment banking clients of J.P. Morgan. Alle When the symbol you want to add appears, add it to My Quotes by selecting it and pressing Enter/Return. Free commission offer applies to online purchases of select iShares ETFs in a Fidelity account. PDF Morgan Stanley Investment Funds Emerging Markets Fixed Income Fixed income risks include interest-rate and credit risk. We are a leader in investment management, dedicating to creating a strategic advantage for institutions by connecting clients with J.P.Morgan investment professionals globally. In some instances, percentages may reflect the location where the issuer of the securities carries out much of their business. The index was launched in June 2005 and is the first comprehensive global local Emerging Markets index. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. JPMorgan EMBI - Wikipedia Egypt, Ukraine under review for inclusion in JPMorgan's GBI-EM - Nasdaq Lending, derivatives and other commercial banking activities are performed by JPMorgan Chase Bank, N.A. JPMorgan to add China bonds to GBI-EM indexes from February 2020 This information must be preceded or accompanied by a current prospectus. This information should not be used to produce comprehensive lists of companies without involvement. PDF JPMorgan Funds - Emerging Markets Investment Grade Bond Fund Specifically, it includes all GBI-EM countries, as well as the Brazil NTN-F, LTN, and the Colombia local TES tasa fija bond. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Use to seek higher yield and customize your emerging markets allocation, Sustainability Characteristics provide investors with specific non-traditional metrics. The metrics do not change the funds investment objective or constrain the funds investable universe, and there is no indication that a sustainable, impact or ESG investment strategy will be adopted by the fund. These symbols will be available throughout the site during your session. Leverages cutting-edge technologies and innovative tools to bring clients industry-leading analysis and investment advice. The ACF Yield is the discount rate that equates the ETF's aggregate cash flows (i.e., the sum of the cash flows of the ETF's holdings) to a given ETF price. The Information is provided as is and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. : opens new window to JPMorgan Chase & Co. Technology Media & Communications Conference. This fund does not seek to follow a sustainable, impact or ESG investment strategy. LONDON, April 9 (Reuters) - JPMorgan said it had placed Egypt and Ukraine under review for inclusion in its widely tracked Government Bond Index Emerging Markets (GBI-EM) suite. Will U.S. Growth Shocks Batter EM? | Nasdaq Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Index returns are for illustrative purposes only. The index was launched in June 2005 and is the first comprehensive global local Emerging Markets index. Discuss with your financial planner today. It includes all eligible countries regardless of capital controls and/or regulatory and tax hurdles for foreign investors GBI-EM Global The JPMorgan Government Bond Index-Emerging Markets (GBI-EM) indices are comprehensive emerging market debt benchmarks that track local currency bonds issued by Emerging market governments. Meanwhile, exposure to South Korean won-denominated debt stood at 12% for. The J.P.Morgan Emerging Market Bond Index (EMBI) was formed in the early 1990s after the issuance of the first Brady bond and has become the most widely published and referenced index of its kind. Performance would have been lower without such waivers. Our financial advisors create solutions addressing strategic investment approaches, professional portfolio management and a broad range of wealth management services. The credit index suite also includes the Floating Rate Note Index (FRNI) and the Subordinated Securities Index (SUSI). Past performance is no guarantee of futureperformance. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares ETF and BlackRock Fund prospectus pages. As external debt spreads compress and opportunities seem more appealing in local rates, the likely combination of increasing demand and supply will pave the way for deeper and broader local markets, which the GBI-EM will attempt to capture. JPMorgan to Exclude Russia From Two ESG Sovereign Bond Indexes Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. The cash flows are based on the yield to worst methodology in which a bond's cash flows are assumed to occur at the call date (if applicable) or maturity, whichever results in the lowest yield for that bond holding. Neither FTSE, EPRA, LSEG, nor NAREIT makes any warranty regarding the FTSE EPRA Nareit Developed ex-U.S. Index, FTSE EPRA Nareit Developed Green Target Index or FTSE EPRA Nareit Global REITs Index. "Egypt will join the JP Morgan's GBI-EM index with 14 bond issuances worth around $24 billion, accounting for roughly 1.78% of the index. Read the prospectus carefully before investing. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). ;GBI-EM JP Morgans Government Bond Index Emerging Markets:comprehensive emerging market debt benchmarks that track local currency bonds issued by Emerging market governments;EMBI JP Morgans Emerging Market Bond Index: JP Morgan's index of dollar-denominated sovereign bonds issued by a selection of emerging market countries;EMBIG - JP Morgans Emerging Market Bond Index Global:tracks total returns for traded external debt instruments in emergingmarkets. Bonds are included in U.S. bond indices when the securities are denominated in U.S. dollars regardless of the domicile of the issuer. J.P. Morgan isnt responsible for (and doesnt provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan name. Classified as the most investable of all three indices, the GBI-EM GLOBAL consists of China,Indonesia,Malaysia, Thailand, Czech Republic, Hungary, Poland, Romania, Turkey, Brazil, Chile, Colombia, Mexico, Peru, Egypt and South Africa. 2 EMBI J.P. Morgan's initial EMBI was launched in 1992, covering so-called Brady bonds, which are dollar bonds issued mainly by Latin American countries. Performance chart data not available for display. As Emerging Market governments look increasingly toward their domestic market for sources of finance . These risks often are heightened for investments in emerging/developing markets or in concentrations of single countries. Tutti i dati di performance sono calcolati in base al valore del patrimonio netto (NAV), al netto delle spese, e non comprendono le commissioni e gli J.P. Morgan GBI-EM Colombia Government Local Currency Bond Index July 01, 2022 J.P. Morgan EM Sovereign and Corporate Credit Core Index June 15, 2022 J.P. Morgan EMBIGD Liquid 1-10 Year Maturity Index May 12, 2022 J.P. Morgan ESG Green Social & Sustainability IG EUR Bond (TR) Index Jan 04, 2022 J.P. Morgan Global Inflation 1-10 Year Tilted Index In the . Accordingly, actual results will vary and the variations may be material. In some instances, percentages may reflect the location where the issuer of the securities carries out much of their business. For company information and brand assets for editorial use. 1)50% MSCI Emerging Markets Net (dividends reinvested after deduction of withholding tax) + 25% J.P. Morgan Government Bond Index Emerging Markets Global Diversified Gross + 15% J.P. Morgan Emerging Market Bond Index Global Diversified Gross + 10% J.P. Morgan Corporate Emerging Markets Bond Index Broad Diversified Gross. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). BlackRock provides compensation in connection with obtaining or using third-party ratings and rankings. The U.S. lender will cut Russian debt from the JPMorgan ESG Emerging Market Bond Index and the JPMorgan ESG GBI-EM Global Diversified Index, according to a person familiar with the matter. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. Access the sovereign debt of 30+ emerging market countries in a single fund, 3. Additional information about the sources, amounts, and terms of compensation can be found in the ETFs prospectus and related documents. We expect similar news from FTSE Russell's WGBI indexing team shortly. The amounts shown above are as of the current prospectus, but may not include extraordinary expenses incurred by the Fund over the past fiscal year. This breakdown is provided by BlackRock and takes the median rating of the three agencies when all three agencies rate a security, the lower of the two ratings if only two agencies rate a security, and one rating if that is all that is provided. JPMorgan Government Bond Index-Emerging Markets Global Diversified Index For general inquiries regarding JPMorgan Chase & Co. or other lines of business, please call +1 212 270 6000. Neither FTSE, EPRA, LSEG, nor NAREIT makes any warranty regarding the FTSE EPRA Nareit Developed ex-U.S. Index, FTSE EPRA Nareit Developed Green Target Index or FTSE EPRA Nareit Global REITs Index. Any opinions, projections, forecasts, and forward-looking statements presented herein are valid as the date of this communication and are subject to change. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. They are provided for transparency and for information purposes only. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. J.P. Morgan deal team members may be employees of any of the foregoing entities. GBI-EM - JP Morgan's Government Bond Index - Emerging Markets: comprehensive emerging market debt benchmarks that track local currency bonds issued by Emerging market governments; . Sustainability Characteristics provide investors with specific non-traditional metrics. FTSE is a trademark of London Stock Exchange Group companies and is used by FTSE under license. These screens are described in more detail in the funds prospectus, other fund documents, and the relevant index methodology document. Neither FTSE, LSEG, nor NAREIT makes any warranty regarding the FTSE Nareit Equity REITS Index, FTSE Nareit All Residential Capped Index or FTSE Nareit All Mortgage Capped Index. Serving the world's largest corporate clients and institutional investors, we support the entire investment cycle with market-leading research, analytics, execution and investor services. With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above. In addition, the wider investment team provides an update across the EM debt universe. Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the fund. iShares J.P. Morgan EM Local Currency Bond ETF | LEMB The second point is market deepening. These screens are described in more detail in the funds prospectus, other fund documents, and the relevant index methodology document. Sustainability Characteristics do not provide an indication of current or future performance nor do they represent the potential risk and reward profile of a fund. The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Bloomberg, BlackRock Index Services, LLC, Cboe Global Indices, LLC, Cohen & Steers, European Public Real Estate Association (EPRA ), FTSE International Limited (FTSE), ICE Data Indices, LLC, NSE Indices Ltd, JPMorgan, JPX Group, London Stock Exchange Group (LSEG), MSCI Inc., Markit Indices Limited, Morningstar, Inc., Nasdaq, Inc., National Association of Real Estate Investment Trusts (NAREIT), Nikkei, Inc., Russell, S&P Dow Jones Indices LLC or STOXX Ltd. None of these companies make any representation regarding the advisability of investing in the Funds. J.P. Morgan is a marketing name for investment banking businesses of JPMorgan Chase & Co. and its subsidiaries worldwide. J.P.Morgan is a leading provider of investable indices. GBI-EM Global is an investable benchmark that includes only those countries that are directly accessible by most of the international investor base. All other marks are the property of their respective owners. For general inquiries regarding JPMorgan Chase & Co. or other lines of business, please call +1 212 270 6000. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts. JPMorgan GBI-EM Global Diversified Local Currency Index Fund snapshot What does it invest in? 2019 BlackRock, Inc. All rights reserved. Investing involves risk, including possible loss of principal. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the funds assets under management or other measures. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. MSCI has established an information barrier between equity index research and certain Information. Ratings and portfolio credit quality may change over time.