JPM Funds - Global Convertibles Fund (EUR) A (dist) - EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 11.24 | -7.34 | 3.44 | 38.77 | -5.40 | -28.52 | 4.30 | -3.06 |
+/- Category | 2.36 | -1.62 | 0.76 | 16.20 | 0.89 | -16.09 | 1.33 | -2.65 |
+/- Category Index | -0.72 | -3.98 | -4.60 | -0.43 | -1.15 | -14.21 | -3.52 | -4.65 |
% Rank in Category | 18 | 82 | 35 | 6 | 33 | 99 | 24 | 96 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | -0.21 | 0.12 |
1 Week | 0.13 | -0.15 | -0.20 |
1 Month | 0.37 | -0.04 | -0.01 |
3 Months | 0.58 | -1.44 | -2.60 |
6 Months | -3.20 | -3.41 | -4.76 |
YTD | -2.47 | -2.54 | -4.77 |
1 Year | 1.96 | -2.45 | -5.57 |
3 Years Annualised | -12.28 | -7.32 | -8.68 |
5 Years Annualised | -1.00 | -1.48 | -5.69 |
10 Years Annualised | 1.27 | -0.86 | -4.18 |
Category: Convertible Bond - Global, EUR Hedged | |||
Category Index: Refinitiv Global Hgd CB TR EUR |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.72 | -3.28 | - | - |
2023 | 3.45 | -0.55 | -2.92 | 4.44 |
2022 | -11.03 | -19.35 | -2.62 | 2.31 |
2021 | -6.48 | 7.23 | -0.77 | -4.94 |
2020 | -7.07 | 24.13 | 8.21 | 11.17 |
2019 | 1.03 | 5.76 | -3.75 | 0.58 |
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