JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - SEK (hedged)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 10.6 | -8.7 | -3.4 | 0.3 | -4.7 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Bond | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/08/2024 | SEK 1412.33 | |
Day Change | 0.54% | |
Morningstar Category™ | Other Bond | |
ISIN | LU0323456383 | |
Fund Size (Mil) 14/08/2024 | USD 988.68 | |
Share Class Size (Mil) 14/08/2024 | SEK 25.71 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 18/07/2024 | 1.21% |
Investment Objective: JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - SEK (hedged) |
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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
William Eigen 19/07/2007 | ||
Jeffrey Wheeler 16/04/2018 | ||
Inception Date 02/07/2009 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA SOFR Overnight Rate TR USD | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - SEK (hedged) | 30/06/2024 |
|
|