JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -1.6 | 1.5 | 13.2 | -0.8 | 3.7 |
![]() | +/-Cat | -4.5 | 0.9 | 11.4 | -1.3 | 1.3 |
![]() | +/-B’mrk | -5.8 | 2.2 | 15.2 | -0.1 | 3.5 |
Category: USD Flexible Bond | ||||||
Category Benchmark: Morningstar US Core Bd TR USD |
Key Stats | ||
NAV 15/07/2024 | USD 218.82 | |
Day Change | 0.13% | |
Morningstar Category™ | USD Flexible Bond | |
ISIN | LU0323456896 | |
Fund Size (Mil) 15/07/2024 | USD 982.52 | |
Share Class Size (Mil) 15/07/2024 | USD 203.19 | |
Max Initial Charge | - | |
Ongoing Charge 20/06/2024 | 0.70% |
Investment Objective: JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - USD |
To achieve a return in excess of the benchmark by exploiting investment opportunities in, amongst others, the debt and currency markets, and using derivatives where appropriate. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
William Eigen 19/07/2007 | ||
Jeffrey Wheeler 16/04/2018 | ||
Inception Date 22/10/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA SOFR Overnight Rate TR USD | Morningstar US Core Bd TR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - USD | 31/05/2024 |
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