JPMorgan Investment Funds - Income Opportunity Fund X (perf) (dist) - GBP (hedged)Register to Unlock Ratings |
Performance History | 31/07/2019 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -1.7 | 8.0 | 2.4 | -0.6 | 2.9 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Bond | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 08/08/2019 | GBP 57.59 | |
Day Change | 0.05% | |
Morningstar Category™ | Other Bond | |
IA (formerly IMA) Sector | - | |
ISIN | LU0626434988 | |
Fund Size (Mil) 02/05/2024 | USD 969.15 | |
Share Class Size (Mil) 09/08/2019 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2019 | 0.10% |
Investment Objective: JPMorgan Investment Funds - Income Opportunity Fund X (perf) (dist) - GBP (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 24/05/2011 |
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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 X (perf) (dist) - GBP (hedged) | 31/03/2024 |
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