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

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

Fund

ISIN LU0957040180 / Valor 22035525

NAV (2026-04-16)
USD 195.99+0.34%

JPM Global Balanced D (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

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
0.32%EUR 157.57
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
0.34%USD 172.37
JPM Global Balanced C (acc) - USD (hedged)
JPM Global Balanced C (acc) - USD (hedged) JPM Global Balanced C (acc) - USD (hedged) Valor: 22035493
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Annual Return

-50%0%+50%

Risk level

110
0.34%USD 290.03
JPM Global Balanced D (acc) - USD (hedged)
JPM Global Balanced D (acc) - USD (hedged) JPM Global Balanced D (acc) - USD (hedged) Valor: 22035523
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Annual Return

-50%0%+50%

Risk level

110
0.33%USD 248.82
JPM Global Balanced C2 (dist) - USD (hedged)
JPM Global Balanced C2 (dist) - USD (hedged) JPM Global Balanced C2 (dist) - USD (hedged) Valor: 13739022
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Annual Return

-50%0%+50%

Risk level

110
0.35%USD 113.36
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
0.34%USD 202.03
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
0.32%EUR 2,411.32
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
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Annual Return

-50%0%+50%

Risk level

110
0.32%EUR 161.58
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
0.32%EUR 182.27
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
0.32%EUR 139.95
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