JPM Global Balanced D (acc) - USD (hedged) header image

JPM Global Balanced D (acc) - USD (hedged)

Fund

ISIN LU0957040008 / Valor 22035523

NAV (2024-12-20)
USD 224.11-0.64%

JPM Global Balanced D (acc) - USD (hedged)
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General Objective

The fund aims to provide long-term capital growth and income by investing primarily in companies and debt securities issued or guaranteed by governments or their agencies globally, using derivatives where appropriate.

Fund Exposure

The fund follows a multi-asset approach, combining asset allocation with bottom-up expertise leveraged from specialists from JPMorgan Asset Management's global investment platform. It actively manages equity and bond strategies with a balanced risk profile.

Risks

Investors in this fund are exposed to various risks, including risks from the fund's techniques and securities such as derivatives, hedging, short positions, debt securities, and emerging markets equities. Additionally, there are further associated risks such as credit, currency, interest rate, liquidity, and market risks that could impact the value of the investment.

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Source

https://am.jpmorgan.com/gb/en/asset-management/institutional/products/jpm-global-balanced-i2-acc-eur-lu1727361229

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

JPMorgan Investment Funds - Global Balanced Fund T (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund T (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund T (acc) - EUR Valor: 12702349
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Annual Return

-50%0%+50%

Risk level

110
-0.65%EUR 164.55
JPM Global Balanced X (acc) - USD (hedged)
JPM Global Balanced X (acc) - USD (hedged) JPM Global Balanced X (acc) - USD (hedged) Valor: 22035494
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Annual Return

-50%0%+50%

Risk level

110
-0.64%USD 151.10
JPMorgan Investment Funds - Global Balanced Fund D (acc) - EUR
JPMorgan Investment Funds - Global Balanced Fund D (acc) - EUR JPMorgan Investment Funds - Global Balanced Fund D (acc) - EUR Valor: 1309878
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Annual Return

-50%0%+50%

Risk level

110
-0.65%EUR 212.25
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
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Annual Return

-50%0%+50%

Risk level

110
-0.65%EUR 165.88
JPM Global Balanced A (mth) - USD (hedged)
JPM Global Balanced A (mth) - USD (hedged) JPM Global Balanced A (mth) - USD (hedged) Valor: 22035430
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Annual Return

-50%0%+50%

Risk level

110
-0.64%USD 193.25
JPM Global Balanced D (mth) - USD (hedged)
JPM Global Balanced D (mth) - USD (hedged) JPM Global Balanced D (mth) - USD (hedged) Valor: 22035525
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.64%USD 182.78
JPM Global Balanced C2 (acc) - USD (hedged)
JPM Global Balanced C2 (acc) - USD (hedged) JPM Global Balanced C2 (acc) - USD (hedged)
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Annual Return

-50%0%+50%

Risk level

110
-0.63%USD 102.04
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
-0.64%USD 102.03
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
-0.64%EUR 147.96
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
-0.64%USD 236.94