JPM Global Balanced A (mth) - USD (hedged) header image

JPM Global Balanced A (mth) - USD (hedged)

Fund

ISIN LU0957039687 / Valor 22035430

NAV (2026-03-25)
USD 201.69+0.81%

JPM Global Balanced A (mth) - USD (hedged)
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The JPM Global Balanced Fund builds a diversified portfolio by investing in a wide range of global companies and government-issued debt securities. It includes stocks from both developed and emerging markets, as well as bonds from various governments and their agencies worldwide. The fund actively manages these investments using a multi-asset approach, combining expert analysis and strategic allocation to balance growth and income, ensuring a stable and balanced risk profile for long-term capital growth and income.

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Tags:
global equities multi asset msci emerging markets index msci world index j.p. morgan government bond index global

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OTHER SHARE CLASSES OF THIS FUND

JPM Global Balanced C (dist) - USD (hedged)
JPM Global Balanced C (dist) - USD (hedged) JPM Global Balanced C (dist) - USD (hedged) Valor: 22351493
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Annual Return

-50%0%+50%

Risk level

110
0.82%USD 194.82
JPM Global Balanced C2 (dist) - USD (hedged)
JPM Global Balanced C2 (dist) - USD (hedged) JPM Global Balanced C2 (dist) - USD (hedged)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.82%USD 109.30
JPMorgan Investment Funds - Global Balanced Fund C (dist) - EUR
JPMorgan Investment Funds - Global Balanced Fund C (dist) - EUR JPMorgan Investment Funds - Global Balanced Fund C (dist) - EUR Valor: 19873039
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Annual Return

-50%0%+50%

Risk level

110
0.81%EUR 152.23
JPMorgan Investment Funds - Global Balanced Fund I2 (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund I2 (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund I2 (acc) - EUR Valor: 39419179
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Annual Return

-50%0%+50%

Risk level

110
0.81%EUR 135.19
JPMorgan Investment Funds - Global Balanced Fund A (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund A (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund A (acc) - EUR Valor: 572022
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Annual Return

-50%0%+50%

Risk level

110
0.81%EUR 2,330.71
JPM Global Balanced C2 (mth) - USD (hedged)
JPM Global Balanced C2 (mth) - USD (hedged) JPM Global Balanced C2 (mth) - USD (hedged)
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Annual Return

-50%0%+50%

Risk level

110
0.82%USD 107.01
JPM Global Balanced A (acc) - USD (hedged)
JPM Global Balanced A (acc) - USD (hedged) JPM Global Balanced A (acc) - USD (hedged) Valor: 22035379
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.82%USD 255.48
JPM Global Balanced A (dist) - USD (hedged)
JPM Global Balanced A (dist) - USD (hedged) JPM Global Balanced A (dist) - USD (hedged) Valor: 22035429
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.82%USD 240.10
JPM Global Balanced C2 (acc) - USD (hedged)
JPM Global Balanced C2 (acc) - USD (hedged) JPM Global Balanced C2 (acc) - USD (hedged)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.81%USD 111.36
JPMorgan Investment Funds - Global Balanced Fund C (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund C (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund C (acc) - EUR Valor: 847121
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.81%EUR 2,019.82