JPM Funds - Global Convertibles Fund (EUR) A (dist) - USDRegister 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 | 10.98 | -7.34 | 3.31 | 39.17 | -6.00 | -28.32 | 4.38 | -3.27 |
+/- Category | 2.09 | -1.61 | 0.63 | 16.60 | 0.30 | -15.89 | 1.41 | -2.86 |
+/- Category Index | -0.99 | -3.97 | -4.74 | -0.02 | -1.74 | -14.01 | -3.43 | -4.86 |
% Rank in Category | 20 | 82 | 37 | 6 | 45 | 99 | 23 | 97 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.25 | -0.18 | -0.79 |
1 Week | -0.04 | -0.21 | -0.42 |
1 Month | 0.33 | 0.18 | -0.77 |
3 Months | 0.45 | -1.33 | -2.79 |
6 Months | -3.52 | -3.56 | -5.47 |
YTD | -2.94 | -2.97 | -5.79 |
1 Year | 1.57 | -2.65 | -6.67 |
3 Years Annualised | -12.38 | -7.44 | -8.96 |
5 Years Annualised | -1.14 | -1.65 | -5.93 |
10 Years Annualised | 1.19 | -0.99 | -4.28 |
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 | 0.50 | -3.51 | - | - |
2023 | 3.60 | -0.77 | -3.11 | 4.80 |
2022 | -11.09 | -19.49 | -2.39 | 2.59 |
2021 | -6.90 | 7.51 | -0.95 | -5.17 |
2020 | -7.19 | 24.05 | 8.16 | 11.76 |
2019 | 0.98 | 5.74 | -3.74 | 0.51 |
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