JPM Global Macro Opportunities C (acc) - USD (hedged)Rekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 30.04.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | 4,3 | 13,4 | -4,6 | -2,6 | 6,1 | |
+/- Luokka | 14,1 | 3,2 | -13,5 | -3,9 | 1,4 | |
+/- Ind. | 4,1 | 1,9 | 2,7 | -8,9 | 3,1 | |
Luokka: Vaihtoeht. - makrotreidaus USD | ||||||
Luokan vertailuindeksi: Morningstar US Con Tgt Allo... |
Yleiskatsaus | ||
Osuuden arvo 17.05.2024 | USD 128,26 | |
1 pv muutos | -0,07% | |
Morningstar rahastoluokka™ | Vaihtoeht. - makrotreidaus USD | |
ISIN | LU1378862947 | |
Rahaston koko (Mil) 17.05.2024 | EUR 2519,94 | |
Rahastosarjan koko (Mil) 17.05.2024 | USD 77,44 | |
Merkintä (Max) | - | |
Juoksevat kulut 17.04.2024 | 0,76% |
Morningstarin analyysi |
Analyst Report | 01.04.2024 Francesco Paganelli, Senior Analyst Morningstar, Inc |
JPM Global Macro Opportunities remains a decent option in its macro trading peer group, but the recent loss of two managers gives us pause. Under the leadership of team head Shrenick Shah the strategy has improved through incremental tweaks to... | |
Paina tästä lukeaksesi analyysin |
Morningstarin pilarit | |
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Tiimi | 23 |
Taustayhtiö | 24 |
Prosessi | 24 |
Tuotto | |
Hinta |
Sijoituspolitiikka: JPM Global Macro Opportunities C (acc) - USD (hedged) |
To achieve capital appreciation in excess of its cash benchmark by investing primarily in securities, globally, using derivatives where appropriate. Investment process based on macroeconomic research to identify global investment themes and opportunities. Flexible and focused approach to take advantage of global trends and changes through traditional and non-traditional assets. Fully integrated, risk management framework provides detailed portfolio analysis. |
Tuotto | |||||||||||||
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Hallinnointi | ||
Salkunhoitaja Salkunhoitajana alkaen | ||
Shrenick Shah 21.12.2012 | ||
Josh Berelowitz 18.12.2019 | ||
Perustamispäivä 31.03.2016 |
Mainos |
Luokan vertailuindeksi | |
Rahaston vertailuindeksi | Morningstar-vertailuindeksi |
ICE BofA ESTR Overnight Rate Hgd TR EUR | Morningstar US Con Tgt Alloc NR USD |
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Rahastosalkun sisältö JPM Global Macro Opportunities C (acc) - USD (hedged) | 31.10.2023 |
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