JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - SEK (hedged)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 11.1 | -8.3 | -2.9 | 0.8 | -4.9 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Bond | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 03/05/2024 | SEK 916.15 | |
Day Change | 0.39% | |
Morningstar Category™ | Other Bond | |
ISIN | LU0323456623 | |
Fund Size (Mil) 03/05/2024 | USD 972.69 | |
Share Class Size (Mil) 03/05/2024 | SEK 1.19 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.71% |
Investment Objective: JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - SEK (hedged) |
To achieve a return in excess of the benchmark by exploiting investment opportunities in, amongst others, the debt and currency markets, and using derivatives where appropriate. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
William Eigen 19/07/2007 | ||
Jeffrey Wheeler 16/04/2018 | ||
Inception Date 18/03/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA SOFR Overnight Rate TR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Investment Funds - Income Opportunity Fund C (perf) (acc) - SEK (hedged) | 31/03/2024 |
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