JPMorgan Investment Funds - Global Macro Fund A (acc) - USDRekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 30.04.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | -1,2 | 10,1 | -0,7 | -1,7 | 5,3 | |
+/- Luokka | 8,5 | -0,1 | -9,6 | -3,0 | 0,6 | |
+/- Ind. | -1,4 | -1,4 | 6,6 | -8,0 | 2,4 | |
Luokka: Vaihtoeht. - makrotreidaus USD | ||||||
Luokan vertailuindeksi: Morningstar US Con Tgt Allo... |
Yleiskatsaus | ||
Osuuden arvo 10.05.2024 | USD 159,17 | |
1 pv muutos | 0,08% | |
Morningstar rahastoluokka™ | Vaihtoeht. - makrotreidaus USD | |
ISIN | LU0235842555 | |
Rahaston koko (Mil) 10.05.2024 | USD 442,78 | |
Rahastosarjan koko (Mil) 10.05.2024 | USD 81,58 | |
Merkintä (Max) | - | |
Juoksevat kulut 06.12.2023 | 1,46% |
Sijoituspolitiikka: JPMorgan Investment Funds - Global Macro Fund A (acc) - USD |
To achieve, over a medium-term horizon (2 to 3 years), a return in excess of its cash benchmark from a portfolio of securities, globally, using derivatives where appropriate. The Sub-Fund seeks to have a volatility lower than two-thirds of the MSCI All Country World Index (Total Return Net). Uses an 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. |
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Hallinnointi | ||
Salkunhoitaja Salkunhoitajana alkaen | ||
Shrenick Shah 21.12.2012 | ||
Josh Berelowitz 18.12.2019 | ||
Perustamispäivä 28.11.2005 |
Mainos |
Luokan vertailuindeksi | |
Rahaston vertailuindeksi | Morningstar-vertailuindeksi |
ICE BofA SOFR Overnight Bid TR USD | Morningstar US Con Tgt Alloc NR USD |
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Rahastosalkun sisältö JPMorgan Investment Funds - Global Macro Fund A (acc) - USD | 31.10.2023 |
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