JPMorgan Investment Funds - Global Income Conservative Fund A (acc) - EURRekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 29.02.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | 3,9 | 2,5 | -14,1 | 4,8 | -0,6 | |
+/- Luokka | 2,4 | -1,3 | -3,2 | -1,5 | -1,2 | |
+/- Ind. | 0,2 | 0,0 | -1,2 | -2,3 | -0,9 | |
Luokka: Yhdistelmä globaali varovainen, euro | ||||||
Luokan vertailuindeksi: Morningstar EU Cau Gbl Tgt ... |
Yleiskatsaus | ||
Osuuden arvo 27.03.2024 | EUR 102,46 | |
1 pv muutos | 0,14% | |
Morningstar rahastoluokka™ | Yhdistelmä globaali varovainen, euro | |
ISIN | LU1458463079 | |
Rahaston koko (Mil) 27.03.2024 | EUR 1382,66 | |
Rahastosarjan koko (Mil) 27.03.2024 | EUR 65,62 | |
Merkintä (Max) | 5,00% | |
Juoksevat kulut 06.12.2023 | 1,46% |
Morningstarin analyysi |
Analyst Report | 14.06.2023 Emory Zink, Associate Director 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... | |
Paina tästä lukeaksesi analyysin |
Morningstarin pilarit | |
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Tiimi | 24 |
Taustayhtiö | 24 |
Prosessi | 24 |
Tuotto | |
Hinta |
Sijoituspolitiikka: JPMorgan Investment Funds - Global Income Conservative Fund A (acc) - EUR |
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. |
Tuotto | |||||||||||||
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Hallinnointi | ||
Salkunhoitaja Salkunhoitajana alkaen | ||
Michael Schoenhaut 12.10.2016 | ||
Eric Bernbaum 12.10.2016 | ||
Lisää salkunhoitajia | ||
Perustamispäivä 12.10.2016 |
Mainos |
Luokan vertailuindeksi | |
Rahaston vertailuindeksi | Morningstar-vertailuindeksi |
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 EU Cau Gbl Tgt Alloc NR EUR |
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Rahastosalkun sisältö JPMorgan Investment Funds - Global Income Conservative Fund A (acc) - EUR | 29.02.2024 |
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