JPMorgan Investment Funds - Global Balanced Fund C (acc) - EURRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 17.5 | 1.9 | -12.6 | 6.3 | 4.9 | |
+/-Cat | 9.4 | -0.7 | -4.6 | 0.5 | 1.7 | |
+/-B’mrk | 7.4 | -2.7 | -5.3 | -2.1 | 0.1 | |
Category: EUR Moderate Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 03/10/2024 | EUR 1920.70 | |
Day Change | 0.86% | |
Morningstar Category™ | EUR Moderate Allocation - Global | |
ISIN | LU0079555370 | |
Fund Size (Mil) 03/10/2024 | EUR 3170.77 | |
Share Class Size (Mil) 03/10/2024 | EUR 86.03 | |
Max Initial Charge | - | |
Ongoing Charge 20/06/2024 | 0.91% |
Morningstar Research |
Analyst Report | 03/11/2023 Thomas De Fauw, Analyst Morningstar, Inc |
The strong group of portfolio managers behind JPM Global Balanced provides a head start over competition, though its process is not particularly distinctive despite recent years’ refinements. One cheap share class maintains its Morningstar... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 23 |
Performance | |
Price |
Investment Objective: JPMorgan Investment Funds - Global Balanced Fund C (acc) - EUR |
To provide long-term capital growth and income by investing primarily in companies and debt securities issued or guaranteed by governments or their agencies, globally, using derivatives where appropriate. Multi-asset approach, combining asset allocation with bottom-up expertise leveraged from specialists from JPMorgan Asset Management’s global investment platform. Actively managed implementation of equity and bond strategies, with a balanced risk profile. |
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Management | ||
Manager Name Start Date | ||
Katy Thorneycroft 13/02/2018 | ||
Gareth Witcomb 04/01/2010 | ||
Click here to see others | ||
Inception Date 21/01/1998 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
45% MSCI World 100% Hdg NR USD , 5% MSCI EM Hdg NR USD , 50% JPM GBI Global TR Hdg USD | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JPMorgan Investment Funds - Global Balanced Fund C (acc) - EUR | 31/08/2024 |
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