JPMorgan Investment Funds - Global Macro Fund D (acc) - SEK (hedged)Register to Unlock Ratings |
Performance History | 31/03/2019 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | -6.7 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Macro Trading Other | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 12/04/2019 | SEK 991.09 | |
Day Change | 0.09% | |
Morningstar Category™ | Macro Trading Other | |
ISIN | LU0917671470 | |
Fund Size (Mil) 26/09/2024 | USD 421.52 | |
Share Class Size (Mil) 12/04/2019 | SEK 0.35 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 01/01/2019 | 1.90% |
Investment Objective: JPMorgan Investment Funds - Global Macro Fund D (acc) - SEK (hedged) |
To achieve, over a medium-term horizon (2 to 3 years), a return in excess of its cash benchmark from a portfolio of securities, globally, using derivatives where appropriate. The Sub-Fund seeks to have a volatility lower than two-thirds of the MSCI All Country World Index (Total Return Net). Uses an investment process based on macroeconomic research to identify global investment themes and opportunities. Flexible and focused approach to take advantage of global trends and changes through traditional and non-traditional assets. Fully integrated, risk management framework provides detailed portfolio analysis. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Shrenick Shah 21/12/2012 | ||
Josh Berelowitz 18/12/2019 | ||
Inception Date 12/06/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA SOFR Overnight Bid TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Investment Funds - Global Macro Fund D (acc) - SEK (hedged) | 31/01/2024 |
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