EMBI. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each companys specific business involvement. It is constructed using the implied volatilities on S&P 500 index options. GBI-EM You'll now be able to see real-time price and activity for your symbols on the My Quotes of Nasdaq.com. 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. Read the prospectus carefully before investing. The credit index suite also includes the Floating Rate Note Index (FRNI) and the Subordinated Securities Index (SUSI). The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Lending, derivatives and other commercial banking activities are performed by JPMorgan Chase Bank, N.A. With more than twenty years of experience and a global line-up of 1,250+ ETFs, iShares continues to drive progress for the financial industry. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Certain sectors and markets perform exceptionally well based on current market conditions and iShares and BlackRock Funds can benefit from that performance. Use to seek higher yield and customize your emerging markets allocation, Sustainability Characteristics provide investors with specific non-traditional metrics. 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. Match your investment goals to sustainable ETFs, Put cash to work with short-term bond ETFs, 3 core lessons every investor needs to know, iShares Spring 2023 Investment Directions, MEXICO (UNITED MEXICAN STATES) (GOVERNMENT), BRAZIL FEDERATIVE REPUBLIC OF (GOVERNMENT). J.P. Morgans website and/or mobile terms, privacy and security policies dont apply to the site or app you're about to visit. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Any applicable brokerage commissions will reduce returns. Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the fund. 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. These indices track fixed rate issuances from high-income countries spanning the globe. Emerging Markets Bond Index Plus Sustainability Characteristics should not be considered solely or in isolation, but instead are one type of information that investors may wish to consider when assessing a fund. Ratings and portfolio credit quality may change over time. All other marks are the property of their respective owners. Performance would have been lower without such waivers. JP Morgan GBI-EM Global Diversified Composite Index Structure Investment Company UCITS Compliant Domicile Luxembourg Fund Facts Indicative as at the date of this factsheet and is subject to change Calendar Past performance is not a reliable indicator of future performance. 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. While the print had no discernible impact on market expectations about next months rate hike by the U.S. Federal Reserve (88% implied probability or so), it did raise questions aboutpotential implications for emerging markets (EM),especiallyif U.S. growth weakness persistsdue to tightening creditconditions. 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. 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. These symbols will be available throughout the site during your session. 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. 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. 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. Type a symbol or company name. Any distribution, copy, reprints and/or forward to others is strictly prohibited. These bonds will be a mixture of sub-investment grade (higher risk), investment grade (lower risk) and non-rated bonds. State Street Global Advisors France is registered in France with company number RCS Nanterre 899 183 289, and its oce is located at Coeur Dfense Tour A La Dfense 4, 33e tage, 100, Esplanade du Gnral de Gaulle, 92 931 Paris La Dfense Cedex, France. Specifically, it includes all GBI-EM countries, as well as the Brazil NTN-F, LTN, and the Colombia local TES tasa fija bond. 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. This material is for the general information of our clients and is a solicitation only as that term is used within CFTC Rule 1.71 and 23.605 promulgated under the U.S. Commodity Exchange Act. Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the firm as well as the services provided. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. MSCI has established an information barrier between equity index research and certain Information. ICRMH0719U-885409. Although BlackRock shall obtain data from sources that BlackRock considers reliable, all data contained herein is provided as is and BlackRock makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. ETF. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Read the prospectus carefully before investing. Below investment-grade is represented by a rating of BB and below. GBI-EM Global In some instances, percentages may reflect the location where the issuer of the securities carries out much of their business. 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. 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. 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. 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. The J.P.Morgan index suite covers a variety of asset classes ranging from our flagship coverage of emerging markets and developed market bond indices to credit and tradeable index strategies: JPM GABI consists of the JPM GABI US, a U.S. dollar denominated, investment-grade index spanning asset classes from developed to emerging markets, and the JPM GABI extends the U.S. index to also include multi-currency, investment-grade instruments. Index weights are rebalanced monthly. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, BlackRock). Typically, when interest rates rise, there is a corresponding decline in bond values. For more information regarding the fund's investment strategy, please see the fund's prospectus. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. Use to seek higher yield and customize your emerging markets allocation. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies; 6MSCI Implied Temperature Rise. Please refer to the funds prospectus for more information. 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. Note that the ACF Yield will differ from the ETF's Weighted Avg YTM. 2)Annualised yield = ;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. DM Fixed Income is represented by the JPMorgan JULI Total Return Index and Domestic High Yield Index. GBI-EM Broad is the all-encompassing index. iShares funds are powered by the expert portfolio and risk management of BlackRock. All other marks are the property of their respective owners. Fund expenses, including management fees and other expenses were deducted. Visit the 360 Evaluator tool, exclusively for advisors, to analyze investments within a portfolio context in minutes. 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. Copyright 2020 JPMorgan Chase & Co. All rights reserved. J.P. Morgan is a marketing name for investment banking businesses of JPMorgan Chase & Co. and its subsidiaries worldwide. Business Involvement metrics are only displayed if at least 1% of the funds gross weight includes securities covered by MSCI ESG Research. To be included in MSCI ESG Fund Ratings, 65% of the funds gross weight must come from securities with ESG coverage by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a funds gross weight; the absolute values of short positions are included but treated as uncovered), the funds holdings date must be less than one year old, and the fund must have at least ten securities. For standardized performance, please see the Performance section above. Geographic exposure relates principally to the domicile of the issuers of the securities held in the product, added together and then expressed as a percentage of the product's total holdings, excluding currency holdings. 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 such, the funds sustainable characteristics may differ from MSCI ESG Fund Ratings from time to time. The midpoint is the average of the bid/ask prices at 4:00 PM ET (when NAV is normally determined for most ETFs). For standardized performance, please see the Performance section above. And a few days ago, China joined the JPMorgan GBI - EM index family, on its way to a 10% weighting after a series of tranches. 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. Click here to learn more on wealth management and investment services, Click here to know more about 2023 Market Outlook, Follow J.P.Morgan Chase & Co. on Facebook, : opens new window to JPMorgan Chase Careers. Accordingly, actual results will vary and the variations may be material. GBI-EM In some instances, percentages may reflect the location where the issuer of the securities carries out much of their business. Fund expenses, including management fees and other expenses were deducted. The GBI-EM GLOBAL excludes countries with explicit capital controls, but does not factor in regulatory/tax hurdles in assessing eligibility. Written by Bonds are included in U.S. bond indices when the securities are denominated in U.S. dollars regardless of the domicile of the issuer. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies; 6MSCI Implied Temperature Rise. Click here to learn more on wealth management and investment services, Click here to know more about 2023 Market Outlook, Follow J.P.Morgan Chase & Co. on Facebook, : opens new window to JPMorgan Chase Careers. Review the MSCI methodologies behind Sustainability Characteristics using the links below. 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. We expect similar news from FTSE Russell's WGBI indexing team shortly. For more information regarding the fund's investment strategy, please see the fund's prospectus. The midpoint is the average of the bid/ask prices at 4:00 PM ET (when NAV is normally determined for most ETFs). Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. 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). The JPM GABI is constructed from over 5,500 instruments issued from over 60 countries and denominated in over 25 currencies, collectively representing US$20 trillion in market value. LONDON, Sept 4 (Reuters) - JPMorgan will include Chinese government bonds in its widely tracked Government Bond Index Emerging Markets (GBI-EM) suite from February 2020 onwards in a. When the symbol you want to add appears, add it to Watchlist by selecting it and pressing Enter/Return. Specifically, it includes all GBI-EM countries, as well as the Brazil NTN-F, LTN, and the Colombia local TES tasa fija bond. Past performance does not guarantee future results. For a given ETF price, this calculator will estimate the corresponding ACF Yield and spread to the relevant government reference security yield. As a global leader, we deliver strategic advice and solutions, including capital raising, risk management, and trade finance services to corporations, institutions and governments. Read the prospectus carefully before investing. Please review its terms, privacy and security policies to see how they apply to you. GBI-EM, referred to as the replicable or narrow series, also includes only countries that are low/middle income; however, it is the narrowest and most restrictive series. 2023 BlackRock, Inc. All rights reserved. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Performance shown reflects fee waivers and/or expense reimbursements by the investment advisor to the fund for some or all of the periods shown. Language links are at the top of the page across from the title. Certain information contained herein (the Information) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (MSCI)), or third party suppliers (each an Information Provider), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. Investing involves risk, including possible loss of principal. The GBI-EM GLOBAL, launched in November 2006, is the latest addition to the GBI-EM family of indices, providing a readily investable version of the GBI-EM BROAD by excluding China and India. The calculator provides clients with an indication of an ETF's yield and duration for a given market price. Past performance does not guarantee future results. Meanwhile, exposure to South Korean won-denominated debt stood at 12% for. Unless otherwise specifically stated, any views or opinions expressed herein are solely those of the authors listed, and may differ from the views and opinions expressed by J.P. Morgans Research Departments or other departments or divisions of J.P. Morgan and its affiliates. JP Morgan announced that Nigeria will be phased out of the index over a 2 month period effective September 30, 2015. This fund does not seek to follow a sustainable, impact or ESG investment strategy. WAL is the average length of time to the repayment of principal for the securities in the fund. Do Not Sell My Personal Information (CA Residents Only). Topics. Discuss with your financial planner today. After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. As Emerging Market governments look increasingly toward their domestic market for sources of finance . The J.P.Morgan US Liquid Index (JULI) and the Morgan Aggregate Index Europe (MAGGIE) encompass fixed rate high-grade coverage across these two regions. 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. Although the following restriction may exist, it will not result in country exclusion: Registration of the foreign investor with the local supervisory authorities or notification of transactions is not considered a significant restriction. Certain information contained herein (the Information) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (MSCI)), or third party suppliers (each an Information Provider), and it may not be reproduced or redisseminated in whole or in part without prior written permission. editorial@vettafi.com (ETF Trends) for Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the firm as well as the services provided. The third is to prevent and resolve debt risks at leading high-quality developers. Alongside other metrics and information, these enable investors to evaluate funds on certain environmental, social and governance characteristics. 2023 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere.
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