JPMorgan Investment Funds - Global Income Fund X (div) - EURRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 8.7 | 3.3 | -8.2 | 4.8 | 1.2 | |
+/-Cat | 0.6 | 0.7 | -0.2 | -1.0 | -1.5 | |
+/-B’mrk | -1.4 | -1.3 | -0.9 | -3.6 | -2.1 | |
Category: EUR Moderate Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 18/04/2024 | EUR 104.52 | |
Day Change | 0.10% | |
Morningstar Category™ | EUR Moderate Allocation - Global | |
ISIN | LU0395797581 | |
Fund Size (Mil) 18/04/2024 | EUR 16618.11 | |
Share Class Size (Mil) 18/04/2024 | EUR 113.04 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.10% |
Investment Objective: JPMorgan Investment Funds - Global Income Fund X (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 16/11/2011 |
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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 X (div) - EUR | 31/03/2024 |
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