JPM Global Balanced D (acc) - USD (hedged)Register to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 7.5 | 9.2 | -5.3 | 3.8 | 6.1 |
![]() | +/-Cat | 3.3 | 0.9 | -2.0 | -0.3 | 1.1 |
![]() | +/-B’mrk | - | 0.6 | -2.8 | -3.6 | -0.2 |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 14/08/2024 | USD 219.80 | |
Day Change | 0.29% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU0957040008 | |
Fund Size (Mil) 13/08/2024 | EUR 3336.77 | |
Share Class Size (Mil) 13/08/2024 | USD 121.54 | |
Max Initial Charge | - | |
Ongoing Charge 20/06/2024 | 2.16% |
Morningstar Research |
Analyst Report | 03/11/2023 Thomas De Fauw, Analyst Morningstar, Inc |
The strong group of portfolio managers behind JPM Global Balanced provides a head start over competition, though its process is not particularly distinctive despite recent years’ refinements. One cheap share class maintains its Morningstar... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: JPM Global Balanced D (acc) - USD (hedged) |
To provide long-term capital growth and income by investing primarily in companies and debt securities issued or guaranteed by governments or their agencies, globally, using derivatives where appropriate. Multi-asset approach, combining asset allocation with bottom-up expertise leveraged from specialists from JPMorgan Asset Management’s global investment platform. Actively managed implementation of equity and bond strategies, with a balanced risk profile. |
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Management | ||
Manager Name Start Date | ||
Katy Thorneycroft 13/02/2018 | ||
Gareth Witcomb 04/01/2010 | ||
Click here to see others | ||
Inception Date 20/11/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
45% MSCI World 100% Hdg NR USD , 5% MSCI EM Hdg NR USD , 50% JPM GBI Global TR Hdg USD | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Global Balanced D (acc) - USD (hedged) | 30/06/2024 |
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