JPM Global Macro A (dist) - EUR (hedged)Rekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 29.02.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | 6,4 | 1,5 | -8,8 | -0,1 | 0,8 | |
+/- Luokka | 8,9 | -1,6 | -6,4 | -3,9 | 0,9 | |
+/- Ind. | 2,6 | -1,0 | 4,2 | -7,2 | 0,6 | |
Luokka: Vaihtoeht. - makrotreidaus EUR | ||||||
Luokan vertailuindeksi: Morningstar EU Cau Gbl Tgt ... |
Yleiskatsaus | ||
Osuuden arvo 27.03.2024 | EUR 86,52 | |
1 pv muutos | 0,21% | |
Morningstar rahastoluokka™ | Vaihtoeht. - makrotreidaus EUR | |
ISIN | LU0917671553 | |
Rahaston koko (Mil) 27.03.2024 | USD 459,11 | |
Rahastosarjan koko (Mil) 27.03.2024 | EUR 13,37 | |
Merkintä (Max) | 5,00% | |
Juoksevat kulut 06.12.2023 | 1,46% |
Sijoituspolitiikka: JPM Global Macro A (dist) - EUR (hedged) |
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. |
Tuotto | ||||||||||||||||
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Hallinnointi | ||
Salkunhoitaja Salkunhoitajana alkaen | ||
Shrenick Shah 21.12.2012 | ||
Josh Berelowitz 18.12.2019 | ||
Perustamispäivä 09.06.2015 |
Mainos |
Luokan vertailuindeksi | |
Rahaston vertailuindeksi | Morningstar-vertailuindeksi |
ICE BofA SOFR Overnight Bid TR USD | Morningstar EU Cau Gbl Tgt Alloc NR EUR |
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Rahastosalkun sisältö JPM Global Macro A (dist) - EUR (hedged) | 31.08.2023 |
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