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

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

Fund

ISIN LU0957039687 / Valor 22035430

NAV (2025-12-12)
USD 207.43+0.29%

JPM Global Balanced A (mth) - USD (hedged)
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

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.

Content summarized by AI chatbot
Tags:
global equities multi asset msci emerging markets index msci world index j.p. morgan government bond index global

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.29%USD 202.19
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.30%EUR 138.61
JPMorgan Investment Funds - Global Balanced Fund X (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund X (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund X (acc) - EUR Valor: 937751
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.30%EUR 174.71
JPMorgan Investment Funds - Global Balanced Fund I (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund I (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund I (acc) - EUR Valor: 2503096
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.29%EUR 180.65
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.29%EUR 2,396.38
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
0.29%EUR 2,072.34
JPM Global Balanced D (acc) - USD (hedged)
JPM Global Balanced D (acc) - USD (hedged) JPM Global Balanced D (acc) - USD (hedged) Valor: 22035523
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.29%USD 245.70
JPMorgan Investment Funds - Global Balanced Fund A (dist) - EUR
JPMorgan Investment Funds - Global Balanced Fund A (dist) - EUR JPMorgan Investment Funds - Global Balanced Fund A (dist) - EUR Valor: 2491592
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.29%EUR 161.94
JPM Global Balanced C (acc) - USD (hedged)
JPM Global Balanced C (acc) - USD (hedged) JPM Global Balanced C (acc) - USD (hedged) Valor: 22035493
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.30%USD 285.17
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.29%EUR 159.20