JPM Funds - Global Convertibles Fund (EUR) I (acc) - EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 11.94 | -6.85 | 4.00 | 39.62 | -4.91 | -28.08 | 4.93 | -2.67 |
+/- Category | 3.05 | -1.12 | 1.32 | 17.05 | 1.39 | -15.65 | 1.97 | -2.26 |
+/- Category Index | -0.03 | -3.48 | -4.04 | 0.42 | -0.65 | -13.78 | -2.88 | -4.26 |
% Rank in Category | 12 | 75 | 28 | 4 | 27 | 98 | 17 | 93 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.19 | 0.26 | -0.35 |
1 Week | 0.15 | -0.02 | -0.22 |
1 Month | 0.43 | 0.29 | -0.66 |
3 Months | 0.76 | -1.02 | -2.49 |
6 Months | -2.87 | -2.91 | -4.82 |
YTD | -2.03 | -2.06 | -4.89 |
1 Year | 2.58 | -1.63 | -5.65 |
3 Years Annualised | -11.75 | -6.81 | -8.32 |
5 Years Annualised | -0.41 | -0.92 | -5.20 |
10 Years Annualised | 1.93 | -0.25 | -3.54 |
Category: Convertible Bond - Global, EUR Hedged | |||
Category Index: Refinitiv Global Hgd CB TR EUR |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.91 | -3.25 | - | - |
2023 | 3.59 | -0.40 | -2.77 | 4.60 |
2022 | -10.91 | -19.21 | -2.45 | 2.43 |
2021 | -6.34 | 7.33 | -0.58 | -4.85 |
2020 | -6.96 | 24.33 | 8.39 | 11.35 |
2019 | 1.11 | 5.97 | -3.61 | 0.71 |
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