JPM Multi-Asset Moderate Fund CRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -0.5 | 12.9 | -11.4 | 9.7 | 4.2 | |
+/-Cat | -4.6 | 4.9 | -0.9 | 2.2 | 1.2 | |
+/-B’mrk | -5.8 | 4.9 | -2.1 | 0.5 | 0.5 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 19/04/2024 | GBP 1.15 | |
Day Change | -0.35% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BJRDJW91 | |
Fund Size (Mil) 19/04/2024 | GBP 1509.11 | |
Share Class Size (Mil) 19/04/2024 | GBP 30.42 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 0.44% |
Investment Objective: JPM Multi-Asset Moderate Fund C |
To provide capital growth in the long term by investing in a combination of asset classes including equities, fixed income, property and cash with the potential for moderate to high levels of price fluctuations. The Fund may invest either directly or via collective investment schemes, which may be managed by the Investment Adviser or any other member of JPMorgan Chase & Co., in a broad range of assets globally, including emerging markets. Such assets may include equities (including smaller companies), fixed income (including investment grade and non-investment grade, high yield and emerging market debt), property and cash and cash equivalents. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jonathan Cummings 20/09/2019 | ||
Nick Malangone 20/09/2019 | ||
Inception Date 24/10/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
30% MSCI ACWI NR Hdg GBP , 30% FTSE All Share NR GBP , 5% ICE BofA SONIA Overnight Rate TR GBP , 17.5% Bloomberg Global Aggregate TR Hdg GBP , 17.5% Bloomberg Sterling Agg TR GBP | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPM Multi-Asset Moderate Fund C | 31/03/2024 |
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