JPM Global Balanced D (mth) - USD (hedged)
ISIN LU0957040180 / Valor 22035525
JPM Global Balanced D (mth) - 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.
Source
https://am.jpmorgan.com/gb/en/asset-management/institutional/products/jpm-global-balanced-i2-acc-eur-lu1727361229
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