JPMorgan Investment Funds - Global Income Conservative Fund A (dist) - USD (hedged)Regístrese para Ver el Rating |
Cómo se ha comportado este fondo | 31/10/2024 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
Fondo | -3,5 | 11,2 | -5,9 | 3,7 | 7,2 | |
+/-Cat | -0,5 | 0,3 | -0,7 | -0,4 | 0,1 | |
+/-Ind | - | 1,9 | -0,5 | -1,7 | 0,4 | |
Categoría: Mixtos Defensivos USD | ||||||
Benchmark de la Categoría: Morningstar EAA USD Cau Tgt... |
Estadística Rápida | ||
VL 21/11/2024 | USD 104,09 | |
Cambio del día | 0,24% | |
Categoría Morningstar™ | Mixtos Defensivos USD | |
ISIN | LU1481620851 | |
Patrimonio (Mil) 21/11/2024 | EUR 1228,45 | |
Patrimonio Clase (Mil) 21/11/2024 | USD 0,89 | |
Comisión Máx. Suscripción | 5,00% | |
Gastos Corrientes 14/11/2024 | 1,45% |
Morningstar Research |
Analyst Report | 12/06/2024 Nour Al Twal, Associate Analyst Morningstar, Inc |
JPM Global Income Conservative benefits from the leadership of managers Michael Schoenhaut and Eric Bernbaum and a well-structured investment process. Stabilized turnover of managers at the underlying sleeves leads to an upgrade of the People... | |
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Pilares Morningstar | |
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Personal | 24 |
Firma Gestora | 24 |
Proceso | 24 |
Performance | |
Precio |
Objetivo de inversión: JPMorgan Investment Funds - Global Income Conservative Fund A (dist) - USD (hedged) |
To provide regular income by investing primarily in a conservatively constructed 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. May vary its allocation in response to market conditions, however will aim to have a higher allocation to debt securities than to other asset classes. Conservatively constructed portfolio, with a volatility comparable to that of the benchmark over a three to five year period. |
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Gestión | ||
Nombre del gestor Fecha Inicio | ||
Michael Schoenhaut 12/10/2016 | ||
Eric Bernbaum 12/10/2016 | ||
Click here to see others | ||
Creación del fondo 09/11/2016 |
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Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
15% MSCI World 100% Hdg NR EUR , 30% Bloomberg US HY 2% Issuer Cap TR Hdg EUR , 55% Bloomberg Global Aggregate TR Hdg EUR | Morningstar EAA USD Cau Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Qué posee el fondo JPMorgan Investment Funds - Global Income Conservative Fund A (dist) - USD (hedged) | 31/10/2024 |
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