JPMorgan Investment Funds - Global Income Fund C (div) - EURRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.0 | 2.6 | -8.7 | 4.1 | -0.9 | |
+/-Cat | -0.1 | 0.0 | -0.7 | -1.7 | -1.6 | |
+/-B’mrk | -2.1 | -2.0 | -1.4 | -4.3 | -2.1 | |
Category: EUR Moderate Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 28/03/2024 | EUR 101.30 | |
Day Change | 0.07% | |
Morningstar Category™ | EUR Moderate Allocation - Global | |
ISIN | LU0395796690 | |
Fund Size (Mil) 28/03/2024 | EUR 17241.07 | |
Share Class Size (Mil) 28/03/2024 | EUR 122.90 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.75% |
Morningstar Research |
Analyst Report | 26/03/2024 Nour Al Twal, Associate Analyst Morningstar, Inc |
Veteran contributors with access to well-resourced research and risk cohorts shrewdly position JPMorgan Multi-Asset Income to do what the strategy’s name suggests. JPMorgan Income Builder (mutual fund) receives renewed Morningstar Analyst Ratings... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: JPMorgan Investment Funds - Global Income Fund C (div) - EUR |
To provide regular income by investing primarily in a portfolio of income generating securities, globally, and through the use of derivatives. Multi-asset approach, leveraging specialists from around JPMorgan Asset Management's global investment platform, with a focus on risk-adjusted income. Flexible implementation of the managers’ allocation views at asset class and regional level. |
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Management | ||
Manager Name Start Date | ||
Michael Schoenhaut 11/12/2008 | ||
Eric Bernbaum 08/06/2017 | ||
Click here to see others | ||
Inception Date 16/02/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
35% MSCI World 100% Hdg NR EUR , 40% Bloomberg US HY 2% Issuer Cap TR Hdg EUR , 25% Bloomberg Global Credit TR Hdg EUR | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Investment Funds - Global Income Fund C (div) - EUR | 29/02/2024 |
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