JPMorgan Investment Funds - Global Balanced Fund X (acc) - EURRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 18.5 | 2.8 | -11.9 | 7.1 | 4.2 | |
+/-Cat | 10.3 | 0.1 | -3.9 | 1.3 | 1.4 | |
+/-B’mrk | 8.4 | -1.8 | -4.6 | -1.3 | -0.4 | |
Category: EUR Moderate Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 14/08/2024 | EUR 155.98 | |
Day Change | 1.02% | |
Morningstar Category™ | EUR Moderate Allocation - Global | |
ISIN | LU0085142676 | |
Fund Size (Mil) 13/08/2024 | EUR 3336.77 | |
Share Class Size (Mil) 13/08/2024 | EUR 0.60 | |
Max Initial Charge | - | |
Ongoing Charge 20/06/2024 | 0.11% |
Investment Objective: JPMorgan Investment Funds - Global Balanced Fund X (acc) - EUR |
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 20/07/2004 |
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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 EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Investment Funds - Global Balanced Fund X (acc) - EUR | 30/06/2024 |
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