JPMorgan Investment Funds - Income Opportunity Fund X (perf) (acc) - GBP (hedged)Register to Unlock Ratings |
Performance History | 28/02/2013 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 5.6 | 1.1 | 7.8 | 0.7 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Bond | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 07/03/2013 | GBP 106.13 | |
Day Change | 0.03% | |
Morningstar Category™ | Other Bond | |
IA (formerly IMA) Sector | - | |
ISIN | LU0470942326 | |
Fund Size (Mil) 14/08/2024 | USD 988.68 | |
Share Class Size (Mil) 08/03/2013 | GBP 0.73 | |
Max Initial Charge | - | |
Ongoing Charge 09/05/2016 | 0.10% |
Investment Objective: JPMorgan Investment Funds - Income Opportunity Fund X (perf) (acc) - GBP (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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
William Eigen 19/07/2007 | ||
Jeffrey Wheeler 16/04/2018 | ||
Inception Date 09/12/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA SOFR Overnight Rate TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Investment Funds - Income Opportunity Fund X (perf) (acc) - GBP (hedged) | 30/06/2024 |
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