JPMorgan Investment Funds - Global Income Fund D (mth) - USD (hedged)Register to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -0.5 | 10.2 | -1.2 | 1.9 | 6.7 | |
+/-Cat | -4.7 | 1.9 | 2.2 | -2.2 | 0.1 | |
+/-B’mrk | - | 1.7 | 1.4 | -5.5 | -0.9 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 22/11/2024 | USD 118.46 | |
Day Change | 1.20% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU0831376495 | |
Fund Size (Mil) 22/11/2024 | EUR 17929.16 | |
Share Class Size (Mil) 22/11/2024 | USD 31.10 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 20/06/2024 | 1.80% |
Morningstar Research |
Analyst Report | 26/03/2024 Nour Al Twal, Associate Analyst Morningstar, Inc |
Veteran contributors with access to well-resourced research and risk cohorts shrewdly position JPMorgan Multi-Asset Income to do what the strategy’s name suggests. JPMorgan Income Builder (mutual fund) receives renewed Morningstar Analyst Ratings... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Investment Funds - Global Income Fund D (mth) - USD (hedged) |
To provide regular income by investing primarily in a portfolio of income generating securities, globally, and through the use of derivatives. Multi-asset approach, leveraging specialists from around JPMorgan Asset Management's global investment platform, with a focus on risk-adjusted income. Flexible implementation of the managers’ allocation views at asset class and regional level. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Michael Schoenhaut 11/12/2008 | ||
Eric Bernbaum 08/06/2017 | ||
Click here to see others | ||
Inception Date 28/09/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
35% MSCI World 100% Hdg NR EUR , 40% Bloomberg US HY 2% Issuer Cap TR Hdg EUR , 25% Bloomberg Global Credit TR Hdg EUR | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Investment Funds - Global Income Fund D (mth) - USD (hedged) | 31/10/2024 |
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