JPMorgan Investment Funds - Global Macro Fund D (acc) - USDRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.9 | 2.8 | 4.5 | -4.4 | -2.1 | |
+/-Cat | 8.6 | -0.6 | -10.7 | -3.3 | -1.5 | |
+/-B’mrk | -2.0 | -1.8 | 6.5 | -8.2 | -4.6 | |
Category: Macro Trading USD | ||||||
Category Benchmark: Morningstar US Con Tgt Allo... |
Key Stats | ||
NAV 18/10/2024 | USD 151.08 | |
Day Change | -0.36% | |
Morningstar Category™ | Macro Trading USD | |
ISIN | LU0235843108 | |
Fund Size (Mil) 18/10/2024 | USD 411.70 | |
Share Class Size (Mil) 18/10/2024 | USD 20.33 | |
Max Initial Charge | - | |
Ongoing Charge 05/07/2024 | 1.91% |
Investment Objective: JPMorgan Investment Funds - Global Macro Fund D (acc) - USD |
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. |
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Management | ||
Manager Name Start Date | ||
Shrenick Shah 21/12/2012 | ||
Josh Berelowitz 18/12/2019 | ||
Click here to see others | ||
Inception Date 28/11/2005 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA SOFR Overnight Bid TR USD | Morningstar US Con Tgt Alloc NR USD |
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Portfolio Profile for JPMorgan Investment Funds - Global Macro Fund D (acc) - USD | 31/03/2024 |
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